Advisory Services Network’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 | $12.7M | Buy |
178,284
+29,616
| +20% | +$2.1M | 0.2% | 100 |
|
2025
Q1 | $10.5M | Sell |
148,668
-12,882
| -8% | -$913K | 0.2% | 100 |
|
2024
Q4 | $11.6M | Buy |
161,550
+7,872
| +5% | +$564K | 0.22% | 92 |
|
2024
Q3 | $10.9M | Hold |
153,678
| – | – | 0.23% | 88 |
|
2024
Q2 | $10.9M | Buy |
153,678
+11,644
| +8% | +$825K | 0.23% | 88 |
|
2024
Q1 | $9.08M | Sell |
142,034
-842
| -0.6% | -$53.8K | 0.2% | 103 |
|
2023
Q4 | $8.68M | Buy |
142,876
+3,693
| +3% | +$224K | 0.21% | 92 |
|
2023
Q3 | $7.97M | Sell |
139,183
-263
| -0.2% | -$15.1K | 0.21% | 89 |
|
2023
Q2 | $10.3M | Buy |
139,446
+1,750
| +1% | +$130K | 0.28% | 73 |
|
2023
Q1 | $10.6M | Buy |
137,696
+2,894
| +2% | +$223K | 0.29% | 65 |
|
2022
Q4 | $11.3M | Buy |
134,802
+2,573
| +2% | +$215K | 0.35% | 49 |
|
2022
Q3 | $10.4M | Buy |
132,229
+1,739
| +1% | +$136K | 0.37% | 49 |
|
2022
Q2 | $10.1M | Buy |
130,490
+9,527
| +8% | +$738K | 0.35% | 54 |
|
2022
Q1 | $10.2M | Sell |
120,963
-697
| -0.6% | -$59K | 0.3% | 61 |
|
2021
Q4 | $11.4M | Buy |
121,660
+4,771
| +4% | +$445K | 0.33% | 57 |
|
2021
Q3 | $9.18M | Buy |
116,889
+12,417
| +12% | +$975K | 0.29% | 64 |
|
2021
Q2 | $7.66M | Buy |
104,472
+24,421
| +31% | +$1.79M | 0.24% | 85 |
|
2021
Q1 | $6.05M | Buy |
80,051
+13,647
| +21% | +$1.03M | 0.22% | 95 |
|
2020
Q4 | $5.12M | Buy |
66,404
+17,772
| +37% | +$1.37M | 0.21% | 116 |
|
2020
Q3 | $3.38M | Buy |
48,632
+2,680
| +6% | +$186K | 0.16% | 160 |
|
2020
Q2 | $2.76M | Buy |
45,952
+3,684
| +9% | +$221K | 0.15% | 175 |
|
2020
Q1 | $2.54M | Sell |
42,268
-4,984
| -11% | -$300K | 0.17% | 153 |
|
2019
Q4 | $2.86M | Buy |
47,252
+8,540
| +22% | +$517K | 0.15% | 169 |
|
2019
Q3 | $1.98M | Hold |
38,712
| – | – | 0.12% | 211 |
|
2019
Q2 | $1.98M | Buy |
38,712
+2,752
| +8% | +$141K | 0.12% | 211 |
|
2019
Q1 | $1.74M | Sell |
35,960
-1,688
| -4% | -$81.6K | 0.12% | 216 |
|
2018
Q4 | $1.64M | Sell |
37,648
-2,684
| -7% | -$117K | 0.14% | 183 |
|
2018
Q3 | $1.69M | Sell |
40,332
-160
| -0.4% | -$6.7K | 0.12% | 224 |
|
2018
Q2 | $1.7M | Sell |
40,492
-2,380
| -6% | -$100K | 0.13% | 214 |
|
2018
Q1 | $1.75M | Buy |
42,872
+276
| +0.6% | +$11.3K | 0.14% | 191 |
|
2017
Q4 | $1.66M | Buy |
42,596
+4,336
| +11% | +$169K | 0.15% | 181 |
|
2017
Q3 | $1.4M | Buy |
38,260
+1,712
| +5% | +$62.7K | 0.16% | 164 |
|
2017
Q2 | $1.28M | Buy |
36,548
+2,588
| +8% | +$90.6K | 0.17% | 161 |
|
2017
Q1 | $1.09M | Buy |
+33,960
| New | +$1.09M | 0.16% | 163 |
|
2016
Q3 | $948K | Buy |
30,988
+18,956
| +158% | +$580K | 0.18% | 137 |
|
2016
Q2 | $392K | Buy |
12,032
+740
| +7% | +$24.1K | 0.09% | 305 |
|
2016
Q1 | $334K | Buy |
11,292
+4,184
| +59% | +$124K | 0.09% | 276 |
|
2015
Q4 | $185K | Sell |
7,108
-2,520
| -26% | -$65.6K | 0.06% | 342 |
|
2015
Q3 | $235K | Buy |
9,628
+1,076
| +13% | +$26.3K | 0.07% | 261 |
|
2015
Q2 | $210K | Sell |
8,552
-9,692
| -53% | -$238K | 0.06% | 278 |
|
2015
Q1 | $481K | Sell |
18,244
-392
| -2% | -$10.3K | 0.13% | 173 |
|
2014
Q4 | $508K | Sell |
18,636
-824
| -4% | -$22.5K | 0.16% | 144 |
|
2014
Q3 | $457K | Buy |
19,460
+2,268
| +13% | +$53.3K | 0.17% | 144 |
|
2014
Q2 | $440K | Buy |
17,192
+68
| +0.4% | +$1.74K | 0.19% | 133 |
|
2014
Q1 | $409K | Sell |
17,124
-516
| -3% | -$12.3K | 0.21% | 125 |
|
2013
Q4 | $378K | Buy |
+17,640
| New | +$378K | 0.19% | 120 |
|