Advance Capital Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$587K Sell
2025
Q2
$542K Sell
2025
Q1
$568K Sell
2024
Q4
$583K Buy
2024
Q3
$671K Buy
2024
Q2
$554K Hold
2024
Q1
$500K Buy
2023
Q4
$474K Buy
2023
Q3
$430K Buy
2023
Q2
$552K Buy
2023
Q1
$560K Hold
2022
Q4
$607K Hold
2022
Q3
$569K Hold
2022
Q2
$562K Buy
2022
Q1
$603K Hold
2021
Q4
$665K Buy