Tanager Wealth Management’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 | $233K | Sell |
3,296
-360
| -10% | -$25.4K | 0.03% | 107 |
|
|
2025
Q1 | $259K | Buy |
3,656
+266
| +8% | +$18.9K | 0.03% | 102 |
|
|
2024
Q4 | $242K | Buy |
3,390
+209
| +7% | +$14.9K | 0.03% | 104 |
|
|
2024
Q3 | $270K | Sell |
3,181
-90
| -3% | -$7.64K | 0.04% | 90 |
|
|
2024
Q2 | $232K | Buy |
+3,271
| New | +$232K | 0.03% | 85 |
|
|
2023
Q3 | – | Sell |
-2,973
| Closed | -$221K | – | 80 |
|
|
2023
Q2 | $221K | Buy |
2,973
+80
| +3% | +$5.94K | 0.05% | 78 |
|
|
2023
Q1 | $223K | Sell |
2,893
-34
| -1% | -$2.62K | 0.05% | 68 |
|
|
2022
Q4 | $245K | Buy |
2,927
+127
| +5% | +$10.6K | 0.07% | 64 |
|
|
2022
Q3 | $220K | Hold |
2,800
| – | – | 0.17% | 42 |
|
|
2022
Q2 | $217K | Hold |
2,800
| – | – | 0.18% | 39 |
|
|
2022
Q1 | $237K | Hold |
2,800
| – | – | 0.18% | 35 |
|
|
2021
Q4 | $261K | Buy |
+2,800
| New | +$261K | 0.2% | 37 |
|