Zhang Financial’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 | $883K | Buy |
12,722
+8,339
| +190% | +$579K | 0.04% | 177 |
|
|
2025
Q1 | $311K | Sell |
4,383
-30
| -0.7% | -$2.13K | 0.02% | 244 |
|
|
2024
Q4 | $316K | Sell |
4,413
-149
| -3% | -$10.7K | 0.02% | 235 |
|
|
2024
Q3 | $386K | Buy |
4,562
+135
| +3% | +$11.4K | 0.02% | 215 |
|
|
2024
Q2 | $313K | Buy |
4,427
+97
| +2% | +$6.87K | 0.02% | 219 |
|
|
2024
Q1 | $277K | Buy |
4,330
+22
| +0.5% | +$1.41K | 0.02% | 233 |
|
|
2023
Q4 | $262K | Sell |
4,308
-40
| -0.9% | -$2.43K | 0.02% | 229 |
|
|
2023
Q3 | $249K | Buy |
4,348
+17
| +0.4% | +$974 | 0.03% | 210 |
|
|
2023
Q2 | $321K | Buy |
4,331
+15
| +0.3% | +$1.11K | 0.03% | 192 |
|
|
2023
Q1 | $333K | Sell |
4,316
-304
| -7% | -$23.4K | 0.04% | 183 |
|
|
2022
Q4 | $386K | Buy |
4,620
+275
| +6% | +$23K | 0.05% | 165 |
|
|
2022
Q3 | $341K | Buy |
+4,345
| New | +$341K | 0.05% | 164 |
|