AAM
Advisors Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
266,773
+3,053
| +1% | +$212K | 0.33% | 46 |
|
|
2025
Q1 | $18.7M | Sell |
263,720
-5,027
| -2% | -$356K | 0.35% | 39 |
|
|
2024
Q4 | $19.3M | Sell |
268,747
-4,106
| -2% | -$294K | 0.35% | 45 |
|
|
2024
Q3 | $23.1M | Sell |
272,853
-9,256
| -3% | -$782K | 0.42% | 35 |
|
|
2024
Q2 | $20M | Sell |
282,109
-36,976
| -12% | -$2.62M | 0.39% | 41 |
|
|
2024
Q1 | $20.4M | Sell |
319,085
-52,756
| -14% | -$3.37M | 0.39% | 39 |
|
|
2023
Q4 | $22.6M | Sell |
371,841
-24,164
| -6% | -$1.47M | 0.46% | 33 |
|
|
2023
Q3 | $22.7M | Sell |
396,005
-22,707
| -5% | -$1.3M | 0.49% | 33 |
|
|
2023
Q2 | $31.1M | Sell |
418,712
-26,685
| -6% | -$1.98M | 0.63% | 19 |
|
|
2023
Q1 | $34.3M | Sell |
445,397
-28,642
| -6% | -$2.21M | 0.7% | 17 |
|
|
2022
Q4 | $39.6M | Sell |
474,039
-30,053
| -6% | -$2.51M | 0.82% | 15 |
|
|
2022
Q3 | $39.5M | Sell |
504,092
-29,739
| -6% | -$2.33M | 0.83% | 14 |
|
|
2022
Q2 | $41.4M | Sell |
533,831
-32,473
| -6% | -$2.52M | 0.78% | 16 |
|
|
2022
Q1 | $48M | Sell |
566,304
-21,393
| -4% | -$1.81M | 0.74% | 17 |
|
|
2021
Q4 | $54.9M | Buy |
587,697
+623
| +0.1% | +$58.2K | 0.78% | 14 |
|
|
2021
Q3 | $46.1M | Sell |
587,074
-20,385
| -3% | -$1.6M | 0.7% | 17 |
|
|
2021
Q2 | $44.5M | Sell |
607,459
-15,303
| -2% | -$1.12M | 0.66% | 21 |
|
|
2021
Q1 | $47.1M | Sell |
622,762
-15,819
| -2% | -$1.2M | 0.73% | 14 |
|
|
2020
Q4 | $49.3M | Buy |
638,581
+473,482
| +287% | +$36.5M | 0.81% | 13 |
|
|
2020
Q3 | $45.8M | Sell |
165,099
-409
| -0.2% | -$114K | 0.85% | 13 |
|
|
2020
Q2 | $39.8M | Buy |
165,508
+538
| +0.3% | +$129K | 0.77% | 14 |
|
|
2020
Q1 | $39.7M | Buy |
164,970
+1,032
| +0.6% | +$248K | 0.94% | 12 |
|
|
2019
Q4 | $39.7M | Buy |
163,938
+10,390
| +7% | +$2.52M | 0.7% | 17 |
|
|
2019
Q3 | $35.8M | Buy |
153,548
+11,918
| +8% | +$2.78M | 0.66% | 20 |
|
|
2019
Q2 | $29M | Buy |
141,630
+2,338
| +2% | +$479K | 0.52% | 26 |
|
|
2019
Q1 | $26.9M | Buy |
139,292
+2,613
| +2% | +$505K | 0.48% | 28 |
|
|
2018
Q4 | $23.8M | Buy |
136,679
+7,252
| +6% | +$1.26M | 0.48% | 30 |
|
|
2018
Q3 | $21.7M | Buy |
129,427
+2,377
| +2% | +$398K | 0.35% | 59 |
|
|
2018
Q2 | $21.2M | Sell |
127,050
-591
| -0.5% | -$98.7K | 0.36% | 57 |
|
|
2018
Q1 | $19.4M | Sell |
127,641
-9,375
| -7% | -$1.43M | 0.33% | 63 |
|
|
2017
Q4 | $21.4M | Sell |
137,016
-2,372
| -2% | -$370K | 0.35% | 60 |
|
|
2017
Q3 | $20.4M | Sell |
139,388
-24,331
| -15% | -$3.57M | 0.34% | 61 |
|
|
2017
Q2 | $22.9M | Sell |
163,719
-6,623
| -4% | -$928K | 0.38% | 43 |
|
|
2017
Q1 | $21.9M | Sell |
170,342
-6,601
| -4% | -$847K | 0.37% | 46 |
|
|
2016
Q4 | $21.1M | Sell |
176,943
-611
| -0.3% | -$73K | 0.35% | 52 |
|
|
2016
Q3 | $21.7M | Buy |
177,554
+10,508
| +6% | +$1.29M | 0.36% | 50 |
|
|
2016
Q2 | $21.8M | Buy |
167,046
+12,945
| +8% | +$1.69M | 0.35% | 48 |
|
|
2016
Q1 | $18.2M | Buy |
154,101
+6,560
| +4% | +$776K | 0.3% | 69 |
|
|
2015
Q4 | $15.3M | Buy |
147,541
+22,301
| +18% | +$2.32M | 0.24% | 99 |
|
|
2015
Q3 | $12.2M | Buy |
125,240
+18,329
| +17% | +$1.79M | 0.19% | 134 |
|
|
2015
Q2 | $10.5M | Sell |
106,911
-8,493
| -7% | -$833K | 0.14% | 193 |
|
|
2015
Q1 | $12M | Buy |
115,404
+3,235
| +3% | +$337K | 0.16% | 167 |
|
|
2014
Q4 | $11.9M | Buy |
112,169
+6,422
| +6% | +$683K | 0.16% | 175 |
|
|
2014
Q3 | $9.93M | Buy |
105,747
+15
| +0% | +$1.41K | 0.14% | 198 |
|
|
2014
Q2 | $10.8M | Buy |
105,732
+5,486
| +5% | +$562K | 0.15% | 181 |
|
|
2014
Q1 | $9.59M | Buy |
100,246
+13,205
| +15% | +$1.26M | 0.15% | 191 |
|
|
2013
Q4 | $7.45M | Buy |
87,041
+16,360
| +23% | +$1.4M | 0.12% | 223 |
|
|
2013
Q3 | $5.67M | Buy |
70,681
+1,425
| +2% | +$114K | 0.1% | 259 |
|
|
2013
Q2 | $5.64M | Buy |
+69,256
| New | +$5.64M | 0.11% | 254 |
|