Watershed Private Wealth’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 | $237K | Sell |
3,409
-1
| -0% | -$69 | 0.09% | 98 |
|
|
2025
Q1 | $242K | Hold |
3,410
| – | – | 0.1% | 104 |
|
|
2024
Q4 | $244K | Sell |
3,410
-2
| -0.1% | -$143 | 0.1% | 98 |
|
|
2024
Q3 | $288K | Sell |
3,412
-3
| -0.1% | -$254 | 0.12% | 92 |
|
|
2024
Q2 | $242K | Hold |
3,415
| – | – | 0.1% | 104 |
|
|
2024
Q1 | $218K | Buy |
+3,415
| New | +$218K | 0.1% | 115 |
|
|
2023
Q3 | – | Sell |
-3,477
| Closed | -$258K | – | 99 |
|
|
2023
Q2 | $258K | Hold |
3,477
| – | – | 0.16% | 80 |
|
|
2023
Q1 | $268K | Hold |
3,477
| – | – | 0.18% | 72 |
|
|
2022
Q4 | $291K | Buy |
+3,477
| New | +$291K | 0.22% | 67 |
|