Tradition 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 | $494K | Buy |
7,120
+495
| +7% | +$34.4K | 0.04% | 270 |
|
|
2025
Q1 | $470K | Buy |
6,625
+143
| +2% | +$10.1K | 0.04% | 260 |
|
|
2024
Q4 | $465K | Buy |
6,482
+278
| +4% | +$19.9K | 0.04% | 262 |
|
|
2024
Q3 | $524K | Buy |
6,204
+125
| +2% | +$10.6K | 0.05% | 233 |
|
|
2024
Q2 | $430K | Buy |
6,079
+168
| +3% | +$11.9K | 0.04% | 256 |
|
|
2024
Q1 | $378K | Buy |
5,911
+41
| +0.7% | +$2.62K | 0.04% | 263 |
|
|
2023
Q4 | $357K | Buy |
5,870
+799
| +16% | +$48.6K | 0.04% | 248 |
|
|
2023
Q3 | $291K | Sell |
5,071
-111
| -2% | -$6.37K | 0.03% | 257 |
|
|
2023
Q2 | $384K | Buy |
5,182
+82
| +2% | +$6.08K | 0.04% | 216 |
|
|
2023
Q1 | $393K | Buy |
5,100
+254
| +5% | +$19.6K | 0.05% | 212 |
|
|
2022
Q4 | $405K | Sell |
4,846
-190
| -4% | -$15.9K | 0.06% | 184 |
|
|
2022
Q3 | $395K | Buy |
5,036
+1,363
| +37% | +$107K | 0.06% | 182 |
|
|
2022
Q2 | $285K | Buy |
3,673
+755
| +26% | +$58.6K | 0.04% | 227 |
|
|
2022
Q1 | $247K | Sell |
2,918
-488
| -14% | -$41.3K | 0.03% | 269 |
|
|
2021
Q4 | $318K | Sell |
3,406
-384
| -10% | -$35.9K | 0.04% | 237 |
|
|
2021
Q3 | $298K | Buy |
3,790
+109
| +3% | +$8.57K | 0.04% | 224 |
|
|
2021
Q2 | $270K | Sell |
3,681
-77
| -2% | -$5.65K | 0.04% | 243 |
|
|
2021
Q1 | $284K | Buy |
3,758
+409
| +12% | +$30.9K | 0.05% | 212 |
|
|
2020
Q4 | $258K | Buy |
+3,349
| New | +$258K | 0.05% | 208 |
|