Wealth Architects’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 | $321K | Sell |
4,619
-6,140
| -57% | -$426K | 0.03% | 167 |
|
|
2025
Q1 | $763K | Buy |
10,759
+5,905
| +122% | +$419K | 0.08% | 110 |
|
|
2024
Q4 | $348K | Buy |
4,854
+221
| +5% | +$15.8K | 0.04% | 152 |
|
|
2024
Q3 | $392K | Sell |
4,633
-38
| -0.8% | -$3.21K | 0.04% | 141 |
|
|
2024
Q2 | $331K | Buy |
4,671
+245
| +6% | +$17.3K | 0.04% | 151 |
|
|
2024
Q1 | $283K | Buy |
4,426
+368
| +9% | +$23.5K | 0.04% | 163 |
|
|
2023
Q4 | $246K | Buy |
4,058
+22
| +0.5% | +$1.34K | 0.03% | 171 |
|
|
2023
Q3 | $231K | Sell |
4,036
-340
| -8% | -$19.5K | 0.04% | 163 |
|
|
2023
Q2 | $325K | Buy |
4,376
+1,032
| +31% | +$76.6K | 0.05% | 139 |
|
|
2023
Q1 | $258K | Buy |
3,344
+55
| +2% | +$4.24K | 0.05% | 153 |
|
|
2022
Q4 | $275K | Sell |
3,289
-490
| -13% | -$41K | 0.05% | 145 |
|
|
2022
Q3 | $296K | Buy |
3,779
+246
| +7% | +$19.3K | 0.06% | 129 |
|
|
2022
Q2 | $274K | Sell |
3,533
-336
| -9% | -$26.1K | 0.05% | 148 |
|
|
2022
Q1 | $328K | Sell |
3,869
-28
| -0.7% | -$2.37K | 0.06% | 146 |
|
|
2021
Q4 | $364K | Buy |
3,897
+458
| +13% | +$42.8K | 0.06% | 138 |
|
|
2021
Q3 | $270K | Sell |
3,439
-434
| -11% | -$34.1K | 0.05% | 147 |
|
|
2021
Q2 | $284K | Buy |
3,873
+235
| +6% | +$17.2K | 0.06% | 136 |
|
|
2021
Q1 | $275K | Buy |
3,638
+301
| +9% | +$22.8K | 0.06% | 126 |
|
|
2020
Q4 | $257K | Buy |
+3,337
| New | +$257K | 0.06% | 129 |
|