Advocate Group’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 | $3.93M | Buy |
56,632
+1,044
| +2% | +$72.5K | 0.7% | 55 |
|
|
2025
Q1 | $3.94M | Sell |
55,588
-414
| -0.7% | -$29.3K | 0.72% | 57 |
|
|
2024
Q4 | $4.01M | Sell |
56,002
-1,058
| -2% | -$75.8K | 0.76% | 54 |
|
|
2024
Q3 | $4.82M | Buy |
57,060
+682
| +1% | +$57.6K | 0.87% | 48 |
|
|
2024
Q2 | $3.99M | Buy |
56,378
+3,753
| +7% | +$266K | 0.8% | 56 |
|
|
2024
Q1 | $3.36M | Buy |
52,625
+19,485
| +59% | +$1.25M | 0.67% | 59 |
|
|
2023
Q4 | $2.01M | Buy |
33,140
+15,009
| +83% | +$912K | 0.43% | 71 |
|
|
2023
Q3 | $1.04M | Buy |
+18,131
| New | +$1.04M | 0.24% | 78 |
|