Tilia Fiduciary Partners’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 | $2.14M | Buy |
30,881
+2,113
| +7% | +$147K | 1.31% | 33 |
|
|
2025
Q1 | $2.04M | Buy |
+28,768
| New | +$2.04M | 1.36% | 30 |
|
|
2023
Q3 | – | Sell |
-1,354
| Closed | -$100K | – | 336 |
|
|
2023
Q2 | $100K | Sell |
1,354
-44
| -3% | -$3.26K | 0.09% | 133 |
|
|
2023
Q1 | $108K | Sell |
1,398
-534
| -28% | -$41.1K | 0.1% | 130 |
|
|
2022
Q4 | $162K | Buy |
1,932
+9
| +0.5% | +$752 | 0.16% | 108 |
|
|
2022
Q3 | $146K | Buy |
1,923
+8
| +0.4% | +$607 | 0.15% | 107 |
|
|
2022
Q2 | $153K | Buy |
1,915
+10
| +0.5% | +$799 | 0.15% | 109 |
|
|
2022
Q1 | $161K | Buy |
1,905
+9
| +0.5% | +$761 | 0.14% | 118 |
|
|
2021
Q4 | $177K | Buy |
+1,896
| New | +$177K | 0.14% | 108 |
|