Advisory Alpha’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 | $1.19M | Buy |
17,089
+1,446
| +9% | +$100K | 0.04% | 151 |
|
|
2025
Q1 | $1.11M | Buy |
15,643
+257
| +2% | +$18.2K | 0.04% | 150 |
|
|
2024
Q4 | $1.1M | Buy |
15,386
+733
| +5% | +$52.5K | 0.04% | 147 |
|
|
2024
Q3 | $1.24M | Buy |
14,653
+2,359
| +19% | +$199K | 0.04% | 134 |
|
|
2024
Q2 | $871K | Sell |
12,294
-415
| -3% | -$29.4K | 0.03% | 160 |
|
|
2024
Q1 | $812K | Buy |
12,709
+1,506
| +13% | +$96.3K | 0.03% | 177 |
|
|
2023
Q4 | $681K | Buy |
11,203
+2,661
| +31% | +$162K | 0.03% | 180 |
|
|
2023
Q3 | $489K | Hold |
8,542
| – | – | 0.03% | 196 |
|
|
2023
Q2 | $634K | Sell |
8,542
-254
| -3% | -$18.8K | 0.03% | 197 |
|
|
2023
Q1 | $678K | Buy |
8,796
+273
| +3% | +$21K | 0.04% | 150 |
|
|
2022
Q4 | $713K | Buy |
8,523
+200
| +2% | +$16.7K | 0.05% | 135 |
|
|
2022
Q3 | $653K | Buy |
8,323
+40
| +0.5% | +$3.14K | 0.05% | 134 |
|
|
2022
Q2 | $642K | Sell |
8,283
-204
| -2% | -$15.8K | 0.05% | 128 |
|
|
2022
Q1 | $719K | Buy |
8,487
+344
| +4% | +$29.1K | 0.05% | 138 |
|
|
2021
Q4 | $760K | Buy |
8,143
+5,384
| +195% | +$502K | 0.04% | 141 |
|
|
2021
Q3 | $217K | Buy |
+2,759
| New | +$217K | 0.02% | 225 |
|
|
2021
Q1 | – | Sell |
-5,116
| Closed | -$395K | – | 186 |
|
|
2020
Q4 | $395K | Buy |
5,116
+160
| +3% | +$12.4K | 0.08% | 62 |
|
|
2020
Q3 | $368K | Hold |
4,956
| – | – | 0.08% | 56 |
|
|
2020
Q2 | $353K | Buy |
4,956
+116
| +2% | +$8.26K | 0.08% | 72 |
|
|
2020
Q1 | $292K | Hold |
4,840
| – | – | 0.08% | 70 |
|
|
2019
Q4 | $298K | Sell |
4,840
-512
| -10% | -$31.5K | 0.07% | 104 |
|
|
2019
Q3 | $312K | Hold |
5,352
| – | – | 0.09% | 80 |
|
|
2019
Q2 | $281K | Sell |
5,352
-1,020
| -16% | -$53.6K | 0.09% | 90 |
|
|
2019
Q1 | $300K | Sell |
6,372
-932
| -13% | -$43.9K | 0.11% | 81 |
|
|
2018
Q4 | $334K | Buy |
+7,304
| New | +$334K | 0.16% | 63 |
|