Wealth Group’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 | – | Sell |
-4,549
| Closed | -$322K | – | 131 |
|
2025
Q1 | $322K | Buy |
4,549
+47
| +1% | +$3.33K | 0.21% | 100 |
|
2024
Q4 | $323K | Sell |
4,502
-3
| -0.1% | -$215 | 0.21% | 107 |
|
2024
Q3 | $381K | Buy |
4,505
+32
| +0.7% | +$2.71K | 0.26% | 95 |
|
2024
Q2 | $317K | Buy |
4,473
+154
| +4% | +$10.9K | 0.23% | 111 |
|
2024
Q1 | $276K | Buy |
+4,319
| New | +$276K | 0.21% | 117 |
|