Toth Financial Advisory’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 | $22.1K | Sell |
318
-43
| -12% | -$2.99K | ﹤0.01% | 417 |
|
|
2025
Q1 | $25.6K | Buy |
361
+141
| +64% | +$10K | ﹤0.01% | 370 |
|
|
2024
Q4 | $15.8K | Buy |
220
+1
| +0.5% | +$72 | ﹤0.01% | 418 |
|
|
2024
Q3 | $18.5K | Sell |
219
-58
| -21% | -$4.91K | ﹤0.01% | 395 |
|
|
2024
Q2 | $19.6K | Sell |
277
-536
| -66% | -$37.9K | ﹤0.01% | 393 |
|
|
2024
Q1 | $52K | Buy |
813
+701
| +626% | +$44.8K | 0.01% | 290 |
|
|
2023
Q4 | $6.8K | Sell |
112
-350
| -76% | -$21.3K | ﹤0.01% | 492 |
|
|
2023
Q3 | $26.5K | Buy |
462
+150
| +48% | +$8.59K | ﹤0.01% | 332 |
|
|
2023
Q2 | $23.2K | Sell |
312
-77
| -20% | -$5.71K | ﹤0.01% | 376 |
|
|
2023
Q1 | $30K | Sell |
389
-15
| -4% | -$1.16K | ﹤0.01% | 332 |
|
|
2022
Q4 | $33.8K | Sell |
404
-132
| -25% | -$11K | 0.01% | 324 |
|
|
2022
Q3 | $42K | Buy |
536
+174
| +48% | +$13.6K | 0.01% | 287 |
|
|
2022
Q2 | $28K | Buy |
362
+70
| +24% | +$5.41K | ﹤0.01% | 332 |
|
|
2022
Q1 | $25K | Hold |
292
| – | – | ﹤0.01% | 363 |
|
|
2021
Q4 | $27K | Hold |
292
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $23K | Buy |
292
+92
| +46% | +$7.25K | ﹤0.01% | 381 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 346 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$87K | – | 445 |
|
|
2018
Q4 | $87K | Hold |
2,000
| – | – | 0.02% | 150 |
|
|
2018
Q3 | $84K | Hold |
2,000
| – | – | 0.02% | 185 |
|
|
2018
Q2 | $84K | Hold |
2,000
| – | – | 0.02% | 183 |
|
|
2018
Q1 | $82K | Hold |
2,000
| – | – | 0.02% | 179 |
|
|
2017
Q4 | $78K | Buy |
+2,000
| New | +$78K | 0.02% | 186 |
|