Winthrop Advisory 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
Q1 | – | Sell |
-3,033
| Closed | -$217K | – | 164 |
|
|
2024
Q4 | $217K | Buy |
+3,033
| New | +$217K | 0.03% | 144 |
|
|
2022
Q2 | – | Sell |
-3,326
| Closed | -$282K | – | 139 |
|
|
2022
Q1 | $282K | Sell |
3,326
-273
| -8% | -$23.1K | 0.06% | 105 |
|
|
2021
Q4 | $336K | Buy |
3,599
+624
| +21% | +$58.3K | 0.07% | 93 |
|
|
2021
Q3 | $234K | Sell |
2,975
-252
| -8% | -$19.8K | 0.05% | 119 |
|
|
2021
Q2 | $237K | Sell |
3,227
-1,618
| -33% | -$119K | 0.05% | 117 |
|
|
2021
Q1 | $366K | Buy |
4,845
+1,301
| +37% | +$98.3K | 0.09% | 78 |
|
|
2020
Q4 | $273K | Buy |
3,544
+520
| +17% | +$40.1K | 0.07% | 102 |
|
|
2020
Q3 | $212K | Buy |
+3,024
| New | +$212K | 0.06% | 110 |
|
|
2020
Q1 | – | Sell |
-3,364
| Closed | -$204K | – | 94 |
|
|
2019
Q4 | $204K | Sell |
3,364
-128
| -4% | -$7.76K | 0.07% | 97 |
|
|
2019
Q3 | $203K | Buy |
+3,492
| New | +$203K | 0.08% | 91 |
|