Tyler-Stone 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 | $318K | Buy |
4,582
+15
| +0.3% | +$1.04K | 0.05% | 262 |
|
2025
Q1 | $324K | Sell |
4,567
-1,713
| -27% | -$121K | 0.06% | 244 |
|
2024
Q4 | $450K | Sell |
6,280
-1,239
| -16% | -$88.8K | 0.08% | 205 |
|
2024
Q3 | $636K | Buy |
7,519
+3,994
| +113% | +$338K | 0.12% | 155 |
|
2024
Q2 | $250K | Buy |
3,525
+1
| +0% | +$71 | 0.1% | 172 |
|
2024
Q1 | $225K | Buy |
3,524
+170
| +5% | +$10.9K | 0.1% | 180 |
|
2023
Q4 | $204K | Sell |
3,354
-300
| -8% | -$18.2K | 0.1% | 175 |
|
2023
Q3 | $209K | Hold |
3,654
| – | – | 0.12% | 153 |
|
2023
Q2 | $271K | Buy |
+3,654
| New | +$271K | 0.15% | 127 |
|
2022
Q4 | $306K | Sell |
3,654
-120
| -3% | -$10K | 0.21% | 107 |
|
2022
Q3 | $296K | Sell |
3,774
-2,048
| -35% | -$161K | 0.23% | 96 |
|
2022
Q2 | $451K | Sell |
5,822
-17
| -0.3% | -$1.32K | 0.3% | 72 |
|
2022
Q1 | $495K | Buy |
5,839
+462
| +9% | +$39.2K | 0.27% | 79 |
|
2021
Q4 | $502K | Buy |
+5,377
| New | +$502K | 0.27% | 85 |
|