Advisors Capital Management’s NextEra Energy, Inc. NEE Stock Holding History

Advisors Capital Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.5M	Buy	395,552 +33,737	+9%	+$2.34M	0.38%	85
2025 Q1	$25.6M	Buy	361,815 +19,521	+6%	+$1.38M	0.4%	82
2024 Q4	$24.5M	Buy	342,294 +24,527	+8%	+$1.76M	0.39%	80
2024 Q3	$26.9M	Buy	317,767 +952	+0.3%	+$80.5K	0.44%	71
2024 Q2	$22.4M	Buy	316,815 +1,711	+0.5%	+$121K	0.39%	83
2024 Q1	$20.1M	Buy	315,104 +2,083	+0.7%	+$133K	0.37%	85
2023 Q4	$19M	Buy	313,021 +4,998	+2%	+$304K	0.39%	87
2023 Q3	$17.6M	Buy	308,023 +54,775	+22%	+$3.14M	0.45%	76
2023 Q2	$18.8M	Buy	253,248 +11,658	+5%	+$865K	0.45%	77
2023 Q1	$18.6M	Buy	241,590 +177,532	+277%	+$13.7M	0.48%	72
2022 Q4	$5.36M	Sell	64,058 -946	-1%	-$79.1K	0.15%	138
2022 Q3	$5.31M	Buy	65,004 +2,638	+4%	+$215K	0.14%	142
2022 Q2	$4.83M	Sell	62,366 -2,125	-3%	-$165K	0.15%	141
2022 Q1	$5.46M	Sell	64,491 -4,793	-7%	-$406K	0.15%	140
2021 Q4	$6.47M	Buy	69,284 +941	+1%	+$87.8K	0.18%	139
2021 Q3	$5.37M	Buy	68,343 +406	+0.6%	+$31.9K	0.16%	139
2021 Q2	$4.98M	Buy	67,937 +1,049	+2%	+$76.9K	0.16%	146
2021 Q1	$5.06M	Sell	66,888 -2,117	-3%	-$160K	0.18%	140
2020 Q4	$5.32M	Buy	69,005 +9,165	+15%	+$707K	0.2%	132
2020 Q3	$4.15M	Buy	59,840 +1,588	+3%	+$110K	0.19%	124
2020 Q2	$3.5M	Buy	58,252 +9,672	+20%	+$581K	0.17%	130
2020 Q1	$2.92M	Buy	48,580 +9,720	+25%	+$585K	0.19%	111
2019 Q4	$2.35M	Buy	38,860 +18,652	+92%	+$1.13M	0.11%	168
2019 Q3	$1.18M	Buy	20,208 +8,112	+67%	+$472K	0.06%	188
2019 Q2	$619K	Buy	12,096 +1,772	+17%	+$90.7K	0.04%	208
2019 Q1	$492K	Buy	10,324 +156	+2%	+$7.43K	0.03%	215
2018 Q4	$442K	Buy	10,168 +3,996	+65%	+$174K	0.03%	222
2018 Q3	$259K	Buy	6,172 +876	+17%	+$36.8K	0.02%	203
2018 Q2	$221K	Hold	5,296	–	–	0.02%	204
2018 Q1	$216K	Sell	5,296 -208	-4%	-$8.48K	0.02%	186
2017 Q4	$215K	Buy	+5,504	New	+$215K	0.02%	183