AO
Advisor OS’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
4,819
-520
| -10% | -$36.1K | 0.03% | 332 |
|
|
2025
Q1 | $378K | Sell |
5,339
-575
| -10% | -$40.8K | 0.04% | 277 |
|
|
2024
Q4 | $424K | Sell |
5,914
-1,792
| -23% | -$128K | 0.05% | 253 |
|
|
2024
Q3 | $651K | Sell |
7,706
-159
| -2% | -$13.4K | 0.06% | 219 |
|
|
2024
Q2 | $557K | Sell |
7,865
-1,465
| -16% | -$104K | 0.06% | 236 |
|
|
2024
Q1 | $596K | Buy |
+9,330
| New | +$596K | 0.07% | 219 |
|
|
2023
Q4 | – | Sell |
-4,550
| Closed | -$261K | – | 346 |
|
|
2023
Q3 | $261K | Sell |
4,550
-409
| -8% | -$23.4K | 0.04% | 249 |
|
|
2023
Q2 | $368K | Buy |
4,959
+132
| +3% | +$9.8K | 0.06% | 220 |
|
|
2023
Q1 | $372K | Buy |
4,827
+1,131
| +31% | +$87.2K | 0.09% | 180 |
|
|
2022
Q4 | $309K | Sell |
3,696
-365
| -9% | -$30.5K | 0.08% | 176 |
|
|
2022
Q3 | $318K | Buy |
4,061
+133
| +3% | +$10.4K | 0.1% | 158 |
|
|
2022
Q2 | $303K | Buy |
3,928
+1,441
| +58% | +$111K | 0.09% | 173 |
|
|
2022
Q1 | $210K | Sell |
2,487
-215
| -8% | -$18.2K | 0.06% | 193 |
|
|
2021
Q4 | $251K | Buy |
+2,702
| New | +$251K | 0.05% | 221 |
|
|
2021
Q1 | – | Sell |
-4,194
| Closed | -$324K | – | 205 |
|
|
2020
Q4 | $324K | Buy |
4,194
+2,941
| +235% | +$227K | 0.09% | 104 |
|
|
2020
Q3 | $348K | Sell |
1,253
-1,131
| -47% | -$314K | 0.15% | 70 |
|
|
2020
Q2 | $573K | Buy |
+2,384
| New | +$573K | 0.34% | 61 |
|