Wealth Effects’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 | $1.13M | Buy |
16,301
+521
| +3% | +$36.2K | 0.42% | 49 |
|
|
2025
Q1 | $1.12M | Buy |
15,780
+2,634
| +20% | +$187K | 0.47% | 47 |
|
|
2024
Q4 | $942K | Sell |
13,146
-1,438
| -10% | -$103K | 0.33% | 61 |
|
|
2024
Q3 | $1.23M | Buy |
14,584
+302
| +2% | +$25.5K | 0.43% | 50 |
|
|
2024
Q2 | $1.01M | Buy |
14,282
+1,818
| +15% | +$129K | 0.37% | 54 |
|
|
2024
Q1 | $797K | Buy |
12,464
+7,991
| +179% | +$511K | 0.29% | 71 |
|
|
2023
Q4 | $272K | Sell |
4,473
-1,172
| -21% | -$71.2K | 0.1% | 165 |
|
|
2023
Q3 | $323K | Sell |
5,645
-299
| -5% | -$17.1K | 0.16% | 124 |
|
|
2023
Q2 | $441K | Buy |
5,944
+52
| +0.9% | +$3.86K | 0.19% | 109 |
|
|
2023
Q1 | $454K | Sell |
5,892
-99
| -2% | -$7.63K | 0.23% | 102 |
|
|
2022
Q4 | $501K | Sell |
5,991
-754
| -11% | -$63K | 0.29% | 81 |
|
|
2022
Q3 | $529K | Sell |
6,745
-99
| -1% | -$7.76K | 0.32% | 73 |
|
|
2022
Q2 | $530K | Sell |
6,844
-334
| -5% | -$25.9K | 0.32% | 73 |
|
|
2022
Q1 | $608K | Sell |
7,178
-81
| -1% | -$6.86K | 0.28% | 72 |
|
|
2021
Q4 | $678K | Buy |
+7,259
| New | +$678K | 0.28% | 76 |
|