Ulland Investment 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 | $27K | Hold |
394
| – | – | 0.02% | 135 |
|
|
2025
Q1 | $28K | Hold |
394
| – | – | 0.02% | 136 |
|
|
2024
Q4 | $28K | Hold |
394
| – | – | 0.02% | 136 |
|
|
2024
Q3 | $33K | Hold |
394
| – | – | 0.02% | 122 |
|
|
2024
Q2 | $28K | Hold |
394
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $25K | Hold |
394
| – | – | 0.02% | 138 |
|
|
2023
Q4 | $24K | Hold |
394
| – | – | 0.02% | 129 |
|
|
2023
Q3 | $23K | Hold |
394
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $29K | Hold |
394
| – | – | 0.03% | 119 |
|
|
2023
Q1 | $30K | Hold |
394
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $33K | Hold |
394
| – | – | 0.04% | 109 |
|
|
2022
Q3 | $31K | Sell |
394
-160
| -29% | -$12.6K | 0.03% | 109 |
|
|
2022
Q2 | $43K | Hold |
554
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $47K | Buy |
554
+160
| +41% | +$13.6K | 0.04% | 111 |
|
|
2021
Q4 | $37K | Buy |
+394
| New | +$37K | 0.02% | 116 |
|