Valley Brook Capital Group’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 | $1M | Sell |
14,463
-505
| -3% | -$35.1K | 0.75% | 39 |
|
2025
Q1 | $1.06M | Sell |
14,968
-641
| -4% | -$45.4K | 0.83% | 36 |
|
2024
Q4 | $1.12M | Sell |
15,609
-1,156
| -7% | -$82.9K | 0.84% | 35 |
|
2024
Q3 | $1.42M | Sell |
16,765
-175
| -1% | -$14.8K | 1.02% | 29 |
|
2024
Q2 | $1.2M | Sell |
16,940
-300
| -2% | -$21.2K | 0.94% | 34 |
|
2024
Q1 | $1.1M | Sell |
17,240
-823
| -5% | -$52.6K | 0.88% | 39 |
|
2023
Q4 | $1.1M | Sell |
18,063
-2,082
| -10% | -$126K | 0.96% | 34 |
|
2023
Q3 | $1.15M | Buy |
20,145
+3,861
| +24% | +$221K | 1.14% | 29 |
|
2023
Q2 | $1.21M | Sell |
16,284
-250
| -2% | -$18.6K | 1.12% | 27 |
|
2023
Q1 | $1.27M | Hold |
16,534
| – | – | 1.18% | 25 |
|
2022
Q4 | $1.38M | Buy |
16,534
+51
| +0.3% | +$4.26K | 1.33% | 22 |
|
2022
Q3 | $1.29M | Hold |
16,483
| – | – | 1.41% | 17 |
|
2022
Q2 | $1.28M | Sell |
16,483
-405
| -2% | -$31.4K | 1.32% | 18 |
|
2022
Q1 | $1.43M | Buy |
16,888
+641
| +4% | +$54.3K | 1.23% | 21 |
|
2021
Q4 | $1.52M | Sell |
16,247
-350
| -2% | -$32.7K | 1.31% | 19 |
|
2021
Q3 | $1.3M | Sell |
16,597
-866
| -5% | -$68K | 1.29% | 20 |
|
2021
Q2 | $1.28M | Buy |
17,463
+1,337
| +8% | +$97.9K | 1.22% | 24 |
|
2021
Q1 | $1.22M | Buy |
16,126
+2,041
| +14% | +$154K | 1.1% | 24 |
|
2020
Q4 | $1.09M | Buy |
+14,085
| New | +$1.09M | 1.07% | 24 |
|