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TFB Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
4,124
-751
| -15% | -$52.1K | 0.08% | 269 |
|
|
2025
Q1 | $346K | Sell |
4,875
-762
| -14% | -$54K | 0.1% | 224 |
|
|
2024
Q4 | $404K | Sell |
5,637
-42
| -0.7% | -$3.01K | 0.12% | 200 |
|
|
2024
Q3 | $480K | Buy |
5,679
+62
| +1% | +$5.24K | 0.14% | 169 |
|
|
2024
Q2 | $398K | Buy |
5,617
+1,650
| +42% | +$117K | 0.13% | 177 |
|
|
2024
Q1 | $272K | Buy |
+3,967
| New | +$272K | 0.1% | 218 |
|
|
2023
Q4 | – | Sell |
-3,876
| Closed | -$222K | – | 188 |
|
|
2023
Q3 | $222K | Sell |
3,876
-804
| -17% | -$46.1K | 0.27% | 97 |
|
|
2023
Q2 | $347K | Buy |
4,680
+1,371
| +41% | +$102K | 0.15% | 160 |
|
|
2023
Q1 | $255K | Buy |
3,309
+210
| +7% | +$16.2K | 0.19% | 110 |
|
|
2022
Q4 | $259K | Buy |
+3,099
| New | +$259K | 0.22% | 99 |
|