AFG
Albion Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Hold |
8,858
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $628K | Sell |
8,858
-120
| -1% | -$8.51K | 0.04% | 137 |
|
|
2024
Q4 | $644K | Buy |
8,978
+184
| +2% | +$13.2K | 0.04% | 136 |
|
|
2024
Q3 | $743K | Hold |
8,794
| – | – | 0.05% | 126 |
|
|
2024
Q2 | $623K | Hold |
8,794
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $562K | Sell |
8,794
-199
| -2% | -$12.7K | 0.04% | 133 |
|
|
2023
Q4 | $546K | Buy |
8,993
+8
| +0.1% | +$486 | 0.05% | 136 |
|
|
2023
Q3 | $515K | Buy |
8,985
+191
| +2% | +$10.9K | 0.05% | 130 |
|
|
2023
Q2 | $653K | Buy |
8,794
+794
| +10% | +$58.9K | 0.06% | 124 |
|
|
2023
Q1 | $617K | Hold |
8,000
| – | – | 0.06% | 124 |
|
|
2022
Q4 | $669K | Hold |
8,000
| – | – | 0.06% | 119 |
|
|
2022
Q3 | $627K | Hold |
8,000
| – | – | 0.06% | 123 |
|
|
2022
Q2 | $620K | Hold |
8,000
| – | – | 0.06% | 126 |
|
|
2022
Q1 | $678K | Sell |
8,000
-48
| -0.6% | -$4.07K | 0.06% | 133 |
|
|
2021
Q4 | $751K | Sell |
8,048
-322
| -4% | -$30K | 0.06% | 132 |
|
|
2021
Q3 | $657K | Buy |
8,370
+66
| +0.8% | +$5.18K | 0.06% | 138 |
|
|
2021
Q2 | $609K | Buy |
+8,304
| New | +$609K | 0.05% | 140 |
|
|
2020
Q4 | $641K | Buy |
8,304
+6,228
| +300% | +$481K | 0.06% | 127 |
|
|
2020
Q3 | $576K | Hold |
2,076
| – | – | 0.06% | 143 |
|
|
2020
Q2 | $499K | Buy |
2,076
+1,000
| +93% | +$240K | 0.06% | 145 |
|
|
2020
Q1 | $259K | Buy |
+1,076
| New | +$259K | 0.04% | 162 |
|