U.S. Capital Wealth Advisors’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 | $4.19M | Buy |
60,348
+8,059
| +15% | +$559K | 0.12% | 183 |
|
|
2025
Q1 | $3.71M | Sell |
52,289
-801
| -2% | -$56.8K | 0.11% | 187 |
|
|
2024
Q4 | $3.81M | Buy |
53,090
+10,275
| +24% | +$737K | 0.12% | 189 |
|
|
2024
Q3 | $3.62M | Buy |
42,815
+8,737
| +26% | +$739K | 0.13% | 162 |
|
|
2024
Q2 | $2.41M | Buy |
34,078
+10,538
| +45% | +$746K | 0.09% | 207 |
|
|
2024
Q1 | $1.5M | Sell |
23,540
-3,090
| -12% | -$197K | 0.06% | 273 |
|
|
2023
Q4 | $1.62M | Buy |
26,630
+12,965
| +95% | +$787K | 0.06% | 265 |
|
|
2023
Q3 | $783K | Sell |
13,665
-27,057
| -66% | -$1.55M | 0.04% | 348 |
|
|
2023
Q2 | $3.02M | Buy |
40,722
+1,056
| +3% | +$78.4K | 0.14% | 146 |
|
|
2023
Q1 | $3.06M | Buy |
39,666
+1,000
| +3% | +$77.1K | 0.14% | 141 |
|
|
2022
Q4 | $3.23M | Buy |
38,666
+3,771
| +11% | +$315K | 0.15% | 138 |
|
|
2022
Q3 | $2.74M | Sell |
34,895
-96
| -0.3% | -$7.53K | 0.14% | 146 |
|
|
2022
Q2 | $2.71M | Sell |
34,991
-754
| -2% | -$58.4K | 0.12% | 170 |
|
|
2022
Q1 | $3.03M | Buy |
35,745
+1,269
| +4% | +$107K | 0.11% | 185 |
|
|
2021
Q4 | $3.22M | Buy |
34,476
+82
| +0.2% | +$7.66K | 0.13% | 174 |
|
|
2021
Q3 | $2.7M | Buy |
+34,394
| New | +$2.7M | 0.12% | 199 |
|