TritonPoint Wealth’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 | $478K | Buy |
6,887
+490
| +8% | +$34K | 0.04% | 220 |
|
|
2025
Q1 | $454K | Sell |
6,397
-171
| -3% | -$12.1K | 0.04% | 222 |
|
|
2024
Q4 | $471K | Sell |
6,568
-212
| -3% | -$15.2K | 0.04% | 213 |
|
|
2024
Q3 | $573K | Buy |
6,780
+632
| +10% | +$53.4K | 0.05% | 198 |
|
|
2024
Q2 | $435K | Sell |
6,148
-73
| -1% | -$5.17K | 0.04% | 216 |
|
|
2024
Q1 | $335K | Buy |
6,221
+527
| +9% | +$28.4K | 0.04% | 249 |
|
|
2023
Q4 | $346K | Buy |
+5,694
| New | +$346K | 0.03% | 253 |
|