Wayfinding Financial’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 | $616K | Sell |
8,735
-95
| -1% | -$6.7K | 0.28% | 62 |
|
|
2025
Q1 | $625K | Buy |
8,830
+65
| +0.7% | +$4.6K | 0.27% | 65 |
|
|
2024
Q4 | $628K | Buy |
+8,765
| New | +$628K | 0.34% | 57 |
|
|
2024
Q3 | – | Sell |
-9,361
| Closed | -$662K | – | 97 |
|
|
2024
Q2 | $662K | Sell |
9,361
-381
| -4% | -$26.9K | 0.37% | 53 |
|
|
2024
Q1 | $709K | Sell |
9,742
-2,306
| -19% | -$168K | 0.41% | 49 |
|
|
2023
Q4 | $731K | Buy |
12,048
+196
| +2% | +$11.9K | 0.5% | 41 |
|
|
2023
Q3 | $618K | Sell |
11,852
-224
| -2% | -$11.7K | 0.47% | 43 |
|
|
2023
Q2 | $879K | Buy |
12,076
+93
| +0.8% | +$6.77K | 0.61% | 31 |
|
|
2023
Q1 | $923K | Sell |
11,983
-560
| -4% | -$43.1K | 0.7% | 29 |
|
|
2022
Q4 | $909K | Sell |
12,543
-236
| -2% | -$17.1K | 0.73% | 25 |
|
|
2022
Q3 | $1M | Sell |
12,779
-42
| -0.3% | -$3.29K | 0.94% | 17 |
|
|
2022
Q2 | $993K | Buy |
12,821
+45
| +0.4% | +$3.49K | 0.87% | 20 |
|
|
2022
Q1 | $925K | Buy |
12,776
+233
| +2% | +$16.9K | 0.77% | 22 |
|
|
2021
Q4 | $909K | Buy |
+12,543
| New | +$909K | 0.73% | 25 |
|