TFM
TFC Financial Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
3,397
| – | – | 0.03% | 114 |
|
|
2025
Q1 | $241K | Sell |
3,397
-346
| -9% | -$24.5K | 0.04% | 109 |
|
|
2024
Q4 | $268K | Sell |
3,743
-379
| -9% | -$27.2K | 0.04% | 108 |
|
|
2024
Q3 | $348K | Buy |
4,122
+1,273
| +45% | +$108K | 0.06% | 88 |
|
|
2024
Q2 | $202K | Sell |
2,849
-543
| -16% | -$38.5K | 0.04% | 121 |
|
|
2024
Q1 | $217K | Buy |
3,392
+245
| +8% | +$15.7K | 0.04% | 112 |
|
|
2023
Q4 | $191K | Sell |
3,147
-193
| -6% | -$11.7K | 0.04% | 118 |
|
|
2023
Q3 | $191K | Buy |
3,340
+23
| +0.7% | +$1.32K | 0.05% | 114 |
|
|
2023
Q2 | $246K | Buy |
3,317
+141
| +4% | +$10.5K | 0.06% | 92 |
|
|
2023
Q1 | $245K | Sell |
3,176
-165
| -5% | -$12.7K | 0.06% | 90 |
|
|
2022
Q4 | $279K | Buy |
3,341
+13
| +0.4% | +$1.09K | 0.08% | 78 |
|
|
2022
Q3 | $261K | Hold |
3,328
| – | – | 0.08% | 75 |
|
|
2022
Q2 | $258K | Sell |
3,328
-130
| -4% | -$10.1K | 0.08% | 84 |
|
|
2022
Q1 | $293K | Sell |
3,458
-930
| -21% | -$78.8K | 0.08% | 76 |
|
|
2021
Q4 | $410K | Hold |
4,388
| – | – | 0.12% | 64 |
|
|
2021
Q3 | $345K | Hold |
4,388
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $322K | Sell |
4,388
-4,400
| -50% | -$323K | 0.11% | 70 |
|
|
2021
Q1 | $664K | Buy |
8,788
+480
| +6% | +$36.3K | 0.26% | 30 |
|
|
2020
Q4 | $641K | Buy |
8,308
+6,231
| +300% | +$481K | 0.27% | 32 |
|
|
2020
Q3 | $576K | Buy |
+2,077
| New | +$576K | 0.29% | 28 |
|