TFA
Trinity Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
3,200
| – | – | 0.07% | 86 |
|
|
2025
Q1 | $231K | Sell |
3,200
-4
| -0.1% | -$289 | 0.08% | 80 |
|
|
2024
Q4 | $229K | Hold |
3,204
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $254K | Sell |
3,204
-48
| -1% | -$3.81K | 0.11% | 70 |
|
|
2024
Q2 | $230K | Hold |
3,252
| – | – | 0.1% | 75 |
|
|
2024
Q1 | $208K | Buy |
+3,252
| New | +$208K | 0.09% | 71 |
|
|
2023
Q3 | – | Sell |
-3,351
| Closed | -$249K | – | 80 |
|
|
2023
Q2 | $249K | Buy |
3,351
+99
| +3% | +$7.35K | 0.13% | 64 |
|
|
2023
Q1 | $251K | Hold |
3,252
| – | – | 0.15% | 60 |
|
|
2022
Q4 | $272K | Hold |
3,252
| – | – | 0.18% | 52 |
|
|
2022
Q3 | $255K | Buy |
+3,252
| New | +$255K | 0.18% | 58 |
|
|
2022
Q2 | – | Sell |
-3,252
| Closed | -$275K | – | 45 |
|
|
2022
Q1 | $275K | Hold |
3,252
| – | – | 0.17% | 54 |
|
|
2021
Q4 | $304K | Hold |
3,252
| – | – | 0.18% | 46 |
|
|
2021
Q3 | $255K | Hold |
3,252
| – | – | 0.17% | 43 |
|
|
2021
Q2 | $238K | Hold |
3,252
| – | – | 0.17% | 49 |
|
|
2021
Q1 | $246K | Buy |
3,252
+52
| +2% | +$3.93K | 0.19% | 42 |
|
|
2020
Q4 | $247K | Buy |
+3,200
| New | +$247K | 0.22% | 50 |
|