Addison Advisors’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 | $119K | Buy |
1,711
+150
| +10% | +$10.4K | 0.03% | 279 |
|
|
2025
Q1 | $111K | Sell |
1,561
-106
| -6% | -$7.52K | 0.03% | 286 |
|
|
2024
Q4 | $120K | Buy |
1,667
+62
| +4% | +$4.45K | 0.03% | 272 |
|
|
2024
Q3 | $136K | Buy |
1,605
+22
| +1% | +$1.86K | 0.04% | 267 |
|
|
2024
Q2 | $112K | Buy |
1,583
+91
| +6% | +$6.44K | 0.04% | 276 |
|
|
2024
Q1 | $95.4K | Sell |
1,492
-54
| -3% | -$3.45K | 0.03% | 291 |
|
|
2023
Q4 | $93.9K | Hold |
1,546
| – | – | 0.04% | 280 |
|
|
2023
Q3 | $88.6K | Buy |
1,546
+54
| +4% | +$3.09K | 0.04% | 262 |
|
|
2023
Q2 | $111K | Hold |
1,492
| – | – | 0.05% | 226 |
|
|
2023
Q1 | $115K | Sell |
1,492
-43
| -3% | -$3.31K | 0.06% | 203 |
|
|
2022
Q4 | $128K | Sell |
1,535
-858
| -36% | -$71.7K | 0.08% | 177 |
|
|
2022
Q3 | $188K | Buy |
2,393
+1
| +0% | +$79 | 0.12% | 125 |
|
|
2022
Q2 | $185K | Buy |
2,392
+22
| +0.9% | +$1.7K | 0.11% | 133 |
|
|
2022
Q1 | $201K | Sell |
2,370
-8
| -0.3% | -$678 | 0.11% | 138 |
|
|
2021
Q4 | $222K | Buy |
2,378
+886
| +59% | +$82.7K | 0.14% | 104 |
|
|
2021
Q3 | $117K | Hold |
1,492
| – | – | 0.09% | 117 |
|
|
2021
Q2 | $109K | Buy |
+1,492
| New | +$109K | 0.09% | 125 |
|
|
2020
Q4 | $118K | Buy |
+1,532
| New | +$118K | 0.11% | 110 |
|