ALPS Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
+5,963
| New | +$414K | ﹤0.01% | 742 |
|
|
2024
Q3 | – | Sell |
-191,517
| Closed | -$13.6M | – | 1089 |
|
|
2024
Q2 | $13.6M | Hold |
191,517
| – | – | 0.09% | 115 |
|
|
2024
Q1 | $12.2M | Buy |
191,517
+2,515
| +1% | +$161K | 0.09% | 126 |
|
|
2023
Q4 | $11.5M | Buy |
189,002
+936
| +0.5% | +$56.9K | 0.09% | 131 |
|
|
2023
Q3 | $10.8M | Buy |
+188,066
| New | +$10.8M | 0.09% | 129 |
|
|
2020
Q1 | – | Sell |
-12,404
| Closed | -$751K | – | 882 |
|
|
2019
Q4 | $751K | Sell |
12,404
-880
| -7% | -$53.3K | 0.01% | 437 |
|
|
2019
Q3 | $774K | Buy |
13,284
+5,260
| +66% | +$306K | 0.01% | 355 |
|
|
2019
Q2 | $411K | Sell |
8,024
-416
| -5% | -$21.3K | ﹤0.01% | 620 |
|
|
2019
Q1 | $408K | Sell |
8,440
-2,208
| -21% | -$107K | ﹤0.01% | 659 |
|
|
2018
Q4 | $463K | Sell |
10,648
-5,820
| -35% | -$253K | ﹤0.01% | 503 |
|
|
2018
Q3 | $690K | Buy |
16,468
+4,596
| +39% | +$193K | ﹤0.01% | 477 |
|
|
2018
Q2 | $496K | Sell |
11,872
-560
| -5% | -$23.4K | ﹤0.01% | 583 |
|
|
2018
Q1 | $508K | Buy |
12,432
+7,228
| +139% | +$295K | ﹤0.01% | 507 |
|
|
2017
Q4 | $203K | Buy |
+5,204
| New | +$203K | ﹤0.01% | 828 |
|
|
2013
Q4 | – | Sell |
-11,744
| Closed | -$235K | – | 604 |
|
|
2013
Q3 | $235K | Hold |
11,744
| – | – | ﹤0.01% | 577 |
|
|
2013
Q2 | $239K | Buy |
+11,744
| New | +$239K | ﹤0.01% | 158 |
|