Tradewinds LLC’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 | – | Sell |
-11,091
| Closed | -$786K | – | 199 |
|
|
2025
Q1 | $786K | Sell |
11,091
-191
| -2% | -$13.5K | 0.22% | 80 |
|
|
2024
Q4 | $789K | Sell |
11,282
-550
| -5% | -$38.4K | 0.22% | 83 |
|
|
2024
Q3 | $1M | Sell |
11,832
-494
| -4% | -$41.8K | 0.31% | 63 |
|
|
2024
Q2 | $873K | Sell |
12,326
-360
| -3% | -$25.5K | 0.27% | 71 |
|
|
2024
Q1 | $811K | Buy |
+12,686
| New | +$811K | 0.39% | 22 |
|
|
2023
Q3 | $3.66M | Buy |
63,865
+4,723
| +8% | +$271K | 2.15% | 20 |
|
|
2023
Q2 | $4.39M | Buy |
59,142
+2,171
| +4% | +$161K | 2.59% | 16 |
|
|
2023
Q1 | $4.39M | Buy |
+56,971
| New | +$4.39M | 2.66% | 8 |
|
|
2022
Q4 | – | Sell |
-56,439
| Closed | -$4.43M | – | 182 |
|
|
2022
Q3 | $4.43M | Sell |
56,439
-146
| -0.3% | -$11.4K | 3.21% | 6 |
|
|
2022
Q2 | $4.38M | Buy |
+56,585
| New | +$4.38M | 2.98% | 6 |
|
|
2021
Q4 | $835K | Buy |
+13,747
| New | +$835K | 0.99% | 15 |
|