Vertex Planning Partners’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 | $279K | Buy |
4,026
+237
| +6% | +$16.5K | 0.06% | 155 |
|
|
2025
Q1 | $269K | Sell |
3,789
-213
| -5% | -$15.1K | 0.06% | 153 |
|
|
2024
Q4 | $287K | Buy |
4,002
+414
| +12% | +$29.7K | 0.06% | 149 |
|
|
2024
Q3 | $303K | Buy |
3,588
+11
| +0.3% | +$930 | 0.07% | 129 |
|
|
2024
Q2 | $253K | Sell |
3,577
-253
| -7% | -$17.9K | 0.07% | 135 |
|
|
2024
Q1 | $245K | Sell |
3,830
-445
| -10% | -$28.4K | 0.07% | 141 |
|
|
2023
Q4 | $260K | Buy |
4,275
+275
| +7% | +$16.7K | 0.08% | 129 |
|
|
2023
Q3 | $229K | Sell |
4,000
-216
| -5% | -$12.4K | 0.08% | 125 |
|
|
2023
Q2 | $313K | Buy |
4,216
+655
| +18% | +$48.6K | 0.11% | 101 |
|
|
2023
Q1 | $274K | Sell |
3,561
-1,550
| -30% | -$119K | 0.1% | 100 |
|
|
2022
Q4 | $427K | Buy |
+5,111
| New | +$427K | 0.17% | 77 |
|