Trifecta Capital Advisors’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 | $121K | Buy |
1,745
+660
| +61% | +$45.8K | 0.02% | 135 |
|
|
2025
Q1 | $76.9K | Hold |
1,085
| – | – | 0.02% | 115 |
|
|
2024
Q4 | $77.8K | Hold |
1,085
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $91.7K | Hold |
1,085
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $76.8K | Buy |
1,085
+640
| +144% | +$45.3K | 0.02% | 117 |
|
|
2024
Q1 | $28.4K | Sell |
445
-93
| -17% | -$5.94K | 0.01% | 159 |
|
|
2023
Q4 | $32.7K | Buy |
538
+1
| +0.2% | +$61 | 0.01% | 155 |
|
|
2023
Q3 | $30.8K | Buy |
537
+113
| +27% | +$6.47K | 0.01% | 159 |
|
|
2023
Q2 | $31.5K | Hold |
424
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $32.7K | Hold |
424
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $35.4K | Buy |
+424
| New | +$35.4K | 0.01% | 144 |
|