West Family Investments’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 | $379K | Buy |
5,462
+2,608
| +91% | +$181K | 0.1% | 219 |
|
|
2025
Q1 | $202K | Sell |
2,854
-454
| -14% | -$32.2K | 0.08% | 246 |
|
|
2024
Q4 | $237K | Sell |
3,308
-2,684
| -45% | -$192K | 0.08% | 233 |
|
|
2024
Q3 | $507K | Buy |
5,992
+1,864
| +45% | +$158K | 0.17% | 122 |
|
|
2024
Q2 | $292K | Buy |
+4,128
| New | +$292K | 0.09% | 184 |
|
|
2024
Q1 | – | Sell |
-6,475
| Closed | -$393K | – | 270 |
|
|
2023
Q4 | $393K | Buy |
+6,475
| New | +$393K | 0.13% | 124 |
|
|
2023
Q2 | – | Sell |
-3,751
| Closed | -$289K | – | 251 |
|
|
2023
Q1 | $289K | Sell |
3,751
-698
| -16% | -$53.8K | 0.11% | 136 |
|
|
2022
Q4 | $372K | Buy |
4,449
+1,751
| +65% | +$146K | 0.13% | 131 |
|
|
2022
Q3 | $212K | Buy |
+2,698
| New | +$212K | 0.09% | 197 |
|
|
2022
Q2 | – | Sell |
-5,335
| Closed | -$452K | – | 288 |
|
|
2022
Q1 | $452K | Sell |
5,335
-7,848
| -60% | -$665K | 0.13% | 133 |
|
|
2021
Q4 | $1.23M | Buy |
13,183
+2,671
| +25% | +$249K | 0.34% | 52 |
|
|
2021
Q3 | $825K | Sell |
10,512
-1,498
| -12% | -$118K | 0.21% | 86 |
|
|
2021
Q2 | $880K | Buy |
+12,010
| New | +$880K | 0.24% | 64 |
|