True Wealth Design’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 | $44.2K | Buy |
637
+25
| +4% | +$1.74K | 0.02% | 219 |
|
|
2025
Q1 | $43.4K | Buy |
612
+36
| +6% | +$2.55K | 0.02% | 212 |
|
|
2024
Q4 | $41.3K | Buy |
576
+25
| +5% | +$1.79K | 0.02% | 203 |
|
|
2024
Q3 | $46.6K | Buy |
551
+3
| +0.5% | +$254 | 0.02% | 154 |
|
|
2024
Q2 | $38.8K | Buy |
548
+7
| +1% | +$496 | 0.01% | 178 |
|
|
2024
Q1 | $34.6K | Buy |
541
+13
| +2% | +$831 | 0.01% | 181 |
|
|
2023
Q4 | $32.1K | Buy |
528
+104
| +25% | +$6.32K | 0.01% | 177 |
|
|
2023
Q3 | $24.3K | Sell |
424
-128
| -23% | -$7.33K | 0.01% | 171 |
|
|
2023
Q2 | $41K | Sell |
552
-22
| -4% | -$1.63K | 0.02% | 159 |
|
|
2023
Q1 | $44.2K | Buy |
574
+554
| +2,770% | +$42.7K | 0.02% | 164 |
|
|
2022
Q4 | $1.67K | Buy |
+20
| New | +$1.67K | ﹤0.01% | 305 |
|