Wealthspan Partners’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 | $473K | Sell |
6,818
-12
| -0.2% | -$833 | 0.2% | 71 |
|
|
2025
Q1 | $484K | Sell |
6,830
-212
| -3% | -$15K | 0.22% | 64 |
|
|
2024
Q4 | $505K | Buy |
7,042
+75
| +1% | +$5.38K | 0.24% | 65 |
|
|
2024
Q3 | $589K | Buy |
6,967
+5
| +0.1% | +$423 | 0.29% | 59 |
|
|
2024
Q2 | $493K | Sell |
6,962
-569
| -8% | -$40.3K | 0.27% | 60 |
|
|
2024
Q1 | $481K | Buy |
+7,531
| New | +$481K | 0.28% | 62 |
|