Allworth Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.4M | Buy |
596,231
+147,255
| +33% | +$13.1M | 0.23% | 68 |
|
|
2025
Q4 | $36M | Buy |
448,976
+37,210
| +9% | +$3.08M | 0.15% | 89 |
|
|
2025
Q3 | $31.1M | Buy |
411,766
+1,446
| +0.4% | +$106K | 0.14% | 98 |
|
|
2025
Q2 | $28.5M | Buy |
410,320
+20,471
| +5% | +$1.42M | 0.14% | 98 |
|
|
2025
Q1 | $25.9M | Buy |
389,849
+23,521
| +6% | +$1.66M | 0.15% | 87 |
|
|
2024
Q4 | $25.1M | Buy |
366,328
+77,642
| +27% | +$6.03M | 0.14% | 89 |
|
|
2024
Q3 | $24.4M | Sell |
288,686
-9,790
| -3% | -$764K | 0.15% | 76 |
|
|
2024
Q2 | $21.5M | Buy |
298,476
+244,124
| +449% | +$17.3M | 0.14% | 84 |
|
|
2024
Q1 | $3.47M | Sell |
54,352
-104
| -0.2% | -$6.09K | 0.02% | 235 |
|
|
2023
Q4 | $3.31M | Sell |
54,456
-3,816
| -7% | -$217K | 0.03% | 235 |
|
|
2023
Q3 | $3.34M | Sell |
58,272
-856
| -1% | -$59.3K | 0.03% | 214 |
|
|
2023
Q2 | $4.39M | Sell |
59,128
-6,698
| -10% | -$507K | 0.04% | 182 |
|
|
2023
Q1 | $5.07M | Buy |
65,826
+10,953
| +20% | +$842K | 0.05% | 156 |
|
|
2022
Q4 | $4.59M | Buy |
54,873
+4,725
| +9% | +$382K | 0.05% | 157 |
|
|
2022
Q3 | $3.93M | Buy |
50,148
+4,674
| +10% | +$397K | 0.05% | 158 |
|
|
2022
Q2 | $3.52M | Sell |
45,474
-246
| -0.5% | -$18.7K | 0.05% | 167 |
|
|
2022
Q1 | $3.87M | Buy |
45,720
+15,331
| +50% | +$1.23M | 0.05% | 159 |
|
|
2021
Q4 | $2.84M | Buy |
30,389
+3,308
| +12% | +$286K | 0.04% | 164 |
|
|
2021
Q3 | $2.13M | Buy |
27,081
+9,045
| +50% | +$729K | 0.04% | 163 |
|
|
2021
Q2 | $1.32M | Buy |
18,036
+171
| +1% | +$12.8K | 0.02% | 165 |
|
|
2021
Q1 | $1.35M | Buy |
17,865
+12,518
| +234% | +$977K | 0.03% | 139 |
|
|
2020
Q4 | $413K | Buy |
5,347
+155
| +3% | +$11.6K | 0.01% | 204 |
|
|
2020
Q3 | $360K | Sell |
5,192
-260
| -5% | -$17.9K | 0.01% | 182 |
|
|
2020
Q2 | $327K | Sell |
5,452
-26,324
| -83% | -$1.58M | 0.01% | 188 |
|
|
2020
Q1 | $1.91M | Buy |
31,776
+26,428
| +494% | +$1.66M | 0.06% | 71 |
|
|
2019
Q4 | $324K | Sell |
5,348
-312
| -6% | -$18.2K | 0.01% | 147 |
|
|
2019
Q3 | $330K | Buy |
5,660
+1,176
| +26% | +$63.6K | 0.01% | 123 |
|
|
2019
Q2 | $230K | Hold |
4,484
| – | – | 0.01% | 148 |
|
|
2019
Q1 | $217K | Buy |
4,484
+1,468
| +49% | +$67.1K | 0.01% | 156 |
|
|
2018
Q4 | $131K | Buy |
3,016
+1,620
| +116% | +$70.8K | 0.01% | 187 |
|
|
2018
Q3 | $58K | Buy |
1,396
+116
| +9% | +$4.94K | ﹤0.01% | 270 |
|
|
2018
Q2 | $53K | Sell |
1,280
-8
| -0.6% | -$323 | ﹤0.01% | 272 |
|
|
2018
Q1 | $53K | Sell |
1,288
-4
| -0.3% | -$154 | ﹤0.01% | 244 |
|
|
2017
Q4 | $50K | Buy |
1,292
+12
| +0.9% | +$463 | ﹤0.01% | 243 |
|
|
2017
Q3 | $47K | Sell |
1,280
-1,772
| -58% | -$64.9K | ﹤0.01% | 248 |
|
|
2017
Q2 | $107K | Buy |
3,052
+172
| +6% | +$5.88K | 0.01% | 169 |
|
|
2017
Q1 | $92K | Sell |
2,880
-60
| -2% | -$1.89K | 0.01% | 171 |
|
|
2016
Q4 | $88K | Hold |
2,940
| – | – | 0.01% | 164 |
|
|
2016
Q3 | $90K | Sell |
2,940
-88
| -3% | -$2.77K | 0.01% | 157 |
|
|
2016
Q2 | $99K | Sell |
3,028
-912
| -23% | -$27.4K | 0.01% | 148 |
|
|
2016
Q1 | $117K | Buy |
3,940
+1,008
| +34% | +$28.3K | 0.01% | 135 |
|
|
2015
Q4 | $76K | Buy |
2,932
+1,668
| +132% | +$42.2K | 0.01% | 170 |
|
|
2015
Q3 | $31K | Buy |
1,264
+12
| +1% | +$305 | 0.01% | 254 |
|
|
2015
Q2 | $31K | Buy |
1,252
+8
| +0.6% | +$203 | 0.01% | 253 |
|
|
2015
Q1 | $32K | Buy |
+1,244
| New | +$32.8K | 0.01% | 249 |
|
Other funds holding NEE
VCM
VPM
