ACA
Affinity Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
3,223
| – | – | 0.04% | 148 |
|
|
2025
Q1 | $212K | Hold |
3,223
| – | – | 0.04% | 149 |
|
|
2024
Q4 | $227K | Hold |
3,223
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $272K | Hold |
3,223
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $228K | Hold |
3,223
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $206K | Sell |
3,223
-217
| -6% | -$13.9K | 0.05% | 146 |
|
|
2023
Q4 | $209K | Sell |
3,440
-118
| -3% | -$7.17K | 0.05% | 132 |
|
|
2023
Q3 | $204K | Buy |
3,558
+174
| +5% | +$9.97K | 0.06% | 128 |
|
|
2023
Q2 | $251K | Buy |
3,384
+68
| +2% | +$5.05K | 0.07% | 109 |
|
|
2023
Q1 | $256K | Hold |
3,316
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $277K | Hold |
3,316
| – | – | 0.1% | 88 |
|
|
2022
Q3 | $260K | Hold |
3,316
| – | – | 0.09% | 84 |
|
|
2022
Q2 | $257K | Sell |
3,316
-64
| -2% | -$4.96K | 0.09% | 91 |
|
|
2022
Q1 | $286K | Buy |
3,380
+64
| +2% | +$5.42K | 0.09% | 92 |
|
|
2021
Q4 | $310K | Hold |
3,316
| – | – | 0.09% | 93 |
|
|
2021
Q3 | $260K | Sell |
3,316
-73
| -2% | -$5.72K | 0.09% | 103 |
|
|
2021
Q2 | $248K | Buy |
3,389
+73
| +2% | +$5.34K | 0.08% | 107 |
|
|
2021
Q1 | $251K | Hold |
3,316
| – | – | 0.09% | 97 |
|
|
2020
Q4 | $256K | Buy |
3,316
+2,487
| +300% | +$192K | 0.1% | 92 |
|
|
2020
Q3 | $230K | Buy |
+829
| New | +$230K | 0.13% | 95 |
|
|
2020
Q2 | – | Sell |
-844
| Closed | -$208K | – | 99 |
|
|
2020
Q1 | $208K | Sell |
844
-75
| -8% | -$18.5K | 0.15% | 91 |
|
|
2019
Q4 | $223K | Buy |
+919
| New | +$223K | 0.15% | 104 |
|