Talisman Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Sell |
13,460
-8
| -0.1% | -$555 | 0.85% | 31 |
|
|
2025
Q1 | $955K | Sell |
13,468
-316
| -2% | -$22.4K | 0.98% | 26 |
|
|
2024
Q4 | $988K | Sell |
13,784
-298
| -2% | -$21.4K | 1.05% | 25 |
|
|
2024
Q3 | $1.19M | Sell |
14,082
-66
| -0.5% | -$5.58K | 1.25% | 21 |
|
|
2024
Q2 | $1M | Buy |
14,148
+208
| +1% | +$14.7K | 1.16% | 23 |
|
|
2024
Q1 | $891K | Buy |
13,940
+183
| +1% | +$11.7K | 1.12% | 25 |
|
|
2023
Q4 | $836K | Sell |
13,757
-61
| -0.4% | -$3.71K | 1.24% | 22 |
|
|
2023
Q3 | $792K | Sell |
13,818
-443
| -3% | -$25.4K | 1.37% | 21 |
|
|
2023
Q2 | $1.06M | Buy |
14,261
+76
| +0.5% | +$5.64K | 1.81% | 17 |
|
|
2023
Q1 | $1.09M | Buy |
14,185
+552
| +4% | +$42.5K | 1.98% | 13 |
|
|
2022
Q4 | $1.14M | Buy |
+13,633
| New | +$1.14M | 2.42% | 12 |
|