Alpha Cubed Investments’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $72.2M | Buy |
898,899
+19,601
| +2% | +$1.62M | 2.47% | 15 |
|
|
2025
Q3 | $66.4M | Buy |
879,298
+75,746
| +9% | +$5.53M | 2.31% | 16 |
|
|
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% | -$1.69M | 2.13% | 13 |
|
|
2024
Q4 | $49.9M | Buy |
696,223
+39,215
| +6% | +$3.05M | 2.28% | 13 |
|
|
2024
Q3 | $55.5M | Buy |
657,008
+64,275
| +11% | +$5.02M | 2.47% | 10 |
|
|
2024
Q2 | $42M | Buy |
592,733
+95,063
| +19% | +$6.74M | 2% | 15 |
|
|
2024
Q1 | $31.8M | Buy |
497,670
+392,682
| +374% | +$23M | 1.66% | 20 |
|
|
2023
Q4 | $6.38M | Sell |
104,988
-27,588
| -21% | -$1.57M | 0.36% | 65 |
|
|
2023
Q3 | $7.6M | Sell |
132,576
-85,328
| -39% | -$5.91M | 0.51% | 52 |
|
|
2023
Q2 | $16.2M | Buy |
217,904
+10,022
| +5% | +$759K | 1.09% | 33 |
|
|
2023
Q1 | $16M | Buy |
207,882
+24,366
| +13% | +$1.87M | 1.16% | 33 |
|
|
2022
Q4 | $15.3M | Buy |
183,516
+27,676
| +18% | +$2.24M | 1.16% | 33 |
|
|
2022
Q3 | $12.2M | Buy |
155,840
+6,269
| +4% | +$532K | 0.95% | 39 |
|
|
2022
Q2 | $11.6M | Sell |
149,571
-198
| -0.1% | -$15.1K | 0.84% | 40 |
|
|
2022
Q1 | $12.7M | Sell |
149,769
-25,136
| -14% | -$2.01M | 0.81% | 39 |
|
|
2021
Q4 | $16.3M | Buy |
174,905
+10,309
| +6% | +$891K | 1.07% | 33 |
|
|
2021
Q3 | $12.9M | Buy |
164,596
+77,718
| +89% | +$6.27M | 0.97% | 35 |
|
|
2021
Q2 | $6.37M | Buy |
86,878
+9,372
| +12% | +$703K | 0.46% | 60 |
|
|
2021
Q1 | $5.86M | Buy |
77,506
+22,885
| +42% | +$1.79M | 0.46% | 63 |
|
|
2020
Q4 | $4.21M | Buy |
54,621
+5,961
| +12% | +$446K | 0.36% | 66 |
|
|
2020
Q3 | $3.38M | Buy |
48,660
+2,940
| +6% | +$203K | 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% | +$2.28M | 0.32% | 62 |
|
|
2019
Q4 | $461K | Buy |
7,616
+76
| +1% | +$4.44K | 0.05% | 151 |
|
|
2019
Q3 | $439K | Sell |
7,540
-560
| -7% | -$30.3K | 0.05% | 147 |
|
|
2019
Q2 | $415K | Sell |
8,100
-384
| -5% | -$18.9K | 0.05% | 148 |
|
|
2019
Q1 | $410K | Sell |
8,484
-240
| -3% | -$11K | 0.05% | 142 |
|
|
2018
Q4 | $379K | Sell |
8,724
-1,176
| -12% | -$51.4K | 0.06% | 133 |
|
|
2018
Q3 | $429K | Buy |
9,900
+536
| +6% | +$22.8K | 0.05% | 181 |
|
|
2018
Q2 | $391K | Sell |
9,364
-64
| -0.7% | -$2.58K | 0.05% | 140 |
|
|
2018
Q1 | $385K | Buy |
9,428
+428
| +5% | +$16.5K | 0.05% | 153 |
|
|
2017
Q4 | $351K | Buy |
+9,000
| New | +$347K | 0.05% | 169 |
|
Other funds holding NEE
