ARC
Advisor Resource Council’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,781
| Closed | -$402K | – | 424 |
|
|
2025
Q1 | $402K | Buy |
+5,781
| New | +$402K | 0.03% | 399 |
|
|
2024
Q1 | – | Sell |
-4,863
| Closed | -$295K | – | 402 |
|
|
2023
Q4 | $295K | Buy |
+4,863
| New | +$295K | 0.03% | 348 |
|
|
2022
Q3 | – | Sell |
-9,030
| Closed | -$699K | – | 362 |
|
|
2022
Q2 | $699K | Buy |
9,030
+5,570
| +161% | +$431K | 0.06% | 241 |
|
|
2022
Q1 | $293K | Sell |
3,460
-4,545
| -57% | -$385K | 0.09% | 154 |
|
|
2021
Q4 | $748K | Buy |
8,005
+4,553
| +132% | +$425K | 0.06% | 269 |
|
|
2021
Q3 | $271K | Sell |
3,452
-1,258
| -27% | -$98.8K | 0.08% | 179 |
|
|
2021
Q2 | $345K | Buy |
+4,710
| New | +$345K | 0.04% | 375 |
|