Alpha Cubed Investments’s NextEra Energy, Inc. NEE Stock Holding History

Alpha Cubed Investments’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$55.8M	Buy	803,552 +131,308	+20%	+$9.12M	2.12%	16
2025 Q1	$47.7M	Sell	672,244 -23,979	-3%	-$1.7M	2.13%	13
2024 Q4	$49.9M	Buy	696,223 +39,215	+6%	+$2.81M	2.28%	13
2024 Q3	$55.5M	Buy	657,008 +64,275	+11%	+$5.43M	2.47%	10
2024 Q2	$42M	Buy	592,733 +95,063	+19%	+$6.73M	2%	15
2024 Q1	$31.8M	Buy	497,670 +392,682	+374%	+$25.1M	1.66%	20
2023 Q4	$6.38M	Sell	104,988 -27,588	-21%	-$1.68M	0.36%	65
2023 Q3	$7.6M	Sell	132,576 -85,328	-39%	-$4.89M	0.51%	52
2023 Q2	$16.2M	Buy	217,904 +10,022	+5%	+$744K	1.09%	33
2023 Q1	$16M	Buy	207,882 +24,366	+13%	+$1.88M	1.16%	33
2022 Q4	$15.3M	Buy	183,516 +27,676	+18%	+$2.31M	1.16%	33
2022 Q3	$12.2M	Buy	155,840 +6,269	+4%	+$492K	0.95%	39
2022 Q2	$11.6M	Sell	149,571 -198	-0.1%	-$15.3K	0.84%	40
2022 Q1	$12.7M	Sell	149,769 -25,136	-14%	-$2.13M	0.81%	39
2021 Q4	$16.3M	Buy	174,905 +10,309	+6%	+$962K	1.07%	33
2021 Q3	$12.9M	Buy	164,596 +77,718	+89%	+$6.1M	0.97%	35
2021 Q2	$6.37M	Buy	86,878 +9,372	+12%	+$687K	0.46%	60
2021 Q1	$5.86M	Buy	77,506 +22,885	+42%	+$1.73M	0.46%	63
2020 Q4	$4.21M	Buy	54,621 +5,961	+12%	+$460K	0.36%	66
2020 Q3	$3.38M	Buy	48,660 +2,940	+6%	+$204K	0.32%	61
2020 Q2	$2.75M	Buy	45,720 +1,820	+4%	+$109K	0.3%	63
2020 Q1	$2.64M	Buy	43,900 +36,284	+476%	+$2.18M	0.32%	62
2019 Q4	$461K	Buy	7,616 +76	+1%	+$4.6K	0.05%	151
2019 Q3	$439K	Sell	7,540 -560	-7%	-$32.6K	0.05%	147
2019 Q2	$415K	Sell	8,100 -384	-5%	-$19.7K	0.05%	148
2019 Q1	$410K	Sell	8,484 -240	-3%	-$11.6K	0.05%	142
2018 Q4	$379K	Sell	8,724 -1,176	-12%	-$51.1K	0.06%	133
2018 Q3	$429K	Buy	9,900 +536	+6%	+$23.2K	0.05%	181
2018 Q2	$391K	Sell	9,364 -64	-0.7%	-$2.67K	0.05%	140
2018 Q1	$385K	Buy	9,428 +428	+5%	+$17.5K	0.05%	153
2017 Q4	$351K	Buy	+9,000	New	+$351K	0.05%	169