Topel & Distasi 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 | $335K | Hold |
4,828
| – | – | 0.18% | 52 |
|
|
2025
Q1 | $342K | Sell |
4,828
-815
| -14% | -$57.8K | 0.16% | 63 |
|
|
2024
Q4 | $405K | Hold |
5,643
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $477K | Hold |
5,643
| – | – | 0.2% | 61 |
|
|
2024
Q2 | $400K | Hold |
5,643
| – | – | 0.18% | 63 |
|
|
2024
Q1 | $361K | Hold |
5,643
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $343K | Sell |
5,643
-1,582
| -22% | -$96.1K | 0.16% | 62 |
|
|
2023
Q3 | $414K | Hold |
7,225
| – | – | 0.22% | 57 |
|
|
2023
Q2 | $536K | Hold |
7,225
| – | – | 0.27% | 54 |
|
|
2023
Q1 | $557K | Hold |
7,225
| – | – | 0.29% | 54 |
|
|
2022
Q4 | $604K | Hold |
7,225
| – | – | 0.34% | 51 |
|
|
2022
Q3 | $590K | Buy |
+7,225
| New | +$590K | 0.33% | 53 |
|