Triton 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 | $640K | Buy |
+8,895
| New | +$640K | 0.27% | 43 |
|
|
2024
Q4 | $650K | Buy |
8,721
+208
| +2% | +$15.5K | 0.33% | 32 |
|
|
2024
Q3 | $729K | Hold |
8,513
| – | – | 0.41% | 30 |
|
|
2024
Q2 | $614K | Hold |
8,513
| – | – | 0.36% | 34 |
|
|
2024
Q1 | $561K | Hold |
8,513
| – | – | 0.39% | 34 |
|
|
2023
Q4 | $529K | Hold |
8,513
| – | – | 0.35% | 31 |
|
|
2023
Q3 | $514K | Hold |
8,513
| – | – | 0.35% | 33 |
|
|
2023
Q2 | $614K | Hold |
8,513
| – | – | 0.35% | 33 |
|
|
2023
Q1 | $628K | Hold |
8,513
| – | – | 0.39% | 29 |
|
|
2022
Q4 | $724K | Hold |
8,513
| – | – | 0.44% | 25 |
|
|
2022
Q3 | $701K | Sell |
8,513
-75
| -0.9% | -$6.18K | 0.42% | 24 |
|
|
2022
Q2 | $737K | Hold |
8,588
| – | – | 0.52% | 25 |
|
|
2022
Q1 | $654K | Hold |
8,588
| – | – | 0.34% | 36 |
|
|
2021
Q4 | $654K | Hold |
8,588
| – | – | 0.34% | 36 |
|
|
2021
Q3 | $698K | Hold |
8,588
| – | – | 0.33% | 42 |
|
|
2021
Q2 | $714K | Hold |
8,588
| – | – | 0.41% | 40 |
|
|
2021
Q1 | $663K | Hold |
8,588
| – | – | 0.45% | 38 |
|
|
2020
Q4 | $642K | Buy |
8,588
+40
| +0.5% | +$2.99K | 0.41% | 30 |
|
|
2020
Q3 | $615K | Hold |
8,548
| – | – | 0.52% | 28 |
|
|
2020
Q2 | $607K | Buy |
8,548
+400
| +5% | +$28.4K | 0.63% | 28 |
|
|
2020
Q1 | $472K | Buy |
+8,148
| New | +$472K | 0.76% | 26 |
|