Advance Capital Management’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 | $542K | Sell |
7,804
-212
| -3% | -$14.7K | 0.02% | 100 |
|
|
2025
Q1 | $568K | Sell |
8,016
-119
| -1% | -$8.44K | 0.03% | 94 |
|
|
2024
Q4 | $583K | Buy |
8,135
+194
| +2% | +$13.9K | 0.03% | 82 |
|
|
2024
Q3 | $671K | Buy |
7,941
+123
| +2% | +$10.4K | 0.03% | 76 |
|
|
2024
Q2 | $554K | Hold |
7,818
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $500K | Buy |
7,818
+9
| +0.1% | +$575 | 0.03% | 83 |
|
|
2023
Q4 | $474K | Buy |
7,809
+309
| +4% | +$18.8K | 0.04% | 73 |
|
|
2023
Q3 | $430K | Buy |
7,500
+66
| +0.9% | +$3.78K | 0.04% | 74 |
|
|
2023
Q2 | $552K | Buy |
7,434
+174
| +2% | +$12.9K | 0.06% | 55 |
|
|
2023
Q1 | $560K | Hold |
7,260
| – | – | 0.1% | 53 |
|
|
2022
Q4 | $607K | Hold |
7,260
| – | – | 0.08% | 47 |
|
|
2022
Q3 | $569K | Hold |
7,260
| – | – | 0.07% | 40 |
|
|
2022
Q2 | $562K | Buy |
7,260
+137
| +2% | +$10.6K | 0.07% | 36 |
|
|
2022
Q1 | $603K | Hold |
7,123
| – | – | 0.07% | 39 |
|
|
2021
Q4 | $665K | Buy |
+7,123
| New | +$665K | 0.14% | 31 |
|