AE Wealth Management’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 | $10.8M | Buy |
155,761
+104,129
| +202% | +$7.23M | 0.08% | 244 |
|
|
2025
Q1 | $3.66M | Sell |
51,632
-5,706
| -10% | -$405K | 0.03% | 405 |
|
|
2024
Q4 | $4.11M | Sell |
57,338
-7,446
| -11% | -$534K | 0.03% | 377 |
|
|
2024
Q3 | $5.48M | Sell |
64,784
-5,997
| -8% | -$507K | 0.05% | 315 |
|
|
2024
Q2 | $5.01M | Buy |
70,781
+6,340
| +10% | +$449K | 0.05% | 325 |
|
|
2024
Q1 | $4.12M | Sell |
64,441
-362,869
| -85% | -$23.2M | 0.05% | 336 |
|
|
2023
Q4 | $25M | Buy |
427,310
+44,415
| +12% | +$2.6M | 0.13% | 182 |
|
|
2023
Q3 | $21.9M | Buy |
382,895
+36,925
| +11% | +$2.12M | 0.13% | 178 |
|
|
2023
Q2 | $25.7M | Sell |
345,970
-117,955
| -25% | -$8.75M | 0.15% | 150 |
|
|
2023
Q1 | $35.8M | Sell |
463,925
-26,338
| -5% | -$2.03M | 0.23% | 87 |
|
|
2022
Q4 | $41M | Buy |
490,263
+39,944
| +9% | +$3.34M | 0.3% | 64 |
|
|
2022
Q3 | $35.3M | Sell |
450,319
-65,636
| -13% | -$5.15M | 0.28% | 71 |
|
|
2022
Q2 | $40M | Buy |
515,955
+51,347
| +11% | +$3.98M | 0.32% | 69 |
|
|
2022
Q1 | $39.4M | Buy |
464,608
+100,380
| +28% | +$8.5M | 0.27% | 78 |
|
|
2021
Q4 | $34M | Buy |
364,228
+47,932
| +15% | +$4.47M | 0.24% | 93 |
|
|
2021
Q3 | $24.8M | Sell |
316,296
-25,058
| -7% | -$1.97M | 0.2% | 111 |
|
|
2021
Q2 | $25M | Buy |
341,354
+63,255
| +23% | +$4.64M | 0.22% | 108 |
|
|
2021
Q1 | $21M | Buy |
278,099
+35,931
| +15% | +$2.72M | 0.21% | 106 |
|
|
2020
Q4 | $18.7M | Buy |
242,168
+24,824
| +11% | +$1.92M | 0.21% | 109 |
|
|
2020
Q3 | $15.1M | Buy |
217,344
+53,060
| +32% | +$3.68M | 0.22% | 104 |
|
|
2020
Q2 | $9.86M | Buy |
164,284
+54,400
| +50% | +$3.27M | 0.15% | 144 |
|
|
2020
Q1 | $6.61M | Sell |
109,884
-432
| -0.4% | -$26K | 0.15% | 134 |
|
|
2019
Q4 | $6.68M | Buy |
110,316
+35,320
| +47% | +$2.14M | 0.14% | 135 |
|
|
2019
Q3 | $4.37M | Buy |
74,996
+24,804
| +49% | +$1.44M | 0.13% | 161 |
|
|
2019
Q2 | $2.57M | Buy |
50,192
+16,356
| +48% | +$838K | 0.08% | 194 |
|
|
2019
Q1 | $1.64M | Buy |
33,836
+6,152
| +22% | +$297K | 0.11% | 157 |
|
|
2018
Q4 | $1.2M | Buy |
27,684
+10,860
| +65% | +$472K | 0.21% | 123 |
|
|
2018
Q3 | $705K | Sell |
16,824
-4,044
| -19% | -$169K | 0.04% | 269 |
|
|
2018
Q2 | $871K | Buy |
20,868
+13,432
| +181% | +$561K | 0.06% | 182 |
|
|
2018
Q1 | $304K | Sell |
7,436
-740
| -9% | -$30.3K | 0.02% | 322 |
|
|
2017
Q4 | $319K | Buy |
8,176
+2,288
| +39% | +$89.3K | 0.03% | 303 |
|
|
2017
Q3 | $216K | Sell |
5,888
-132
| -2% | -$4.84K | 0.02% | 371 |
|
|
2017
Q2 | $211K | Buy |
+6,020
| New | +$211K | 0.03% | 351 |
|