Ameritas Advisory Services’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 | $1.26M | Sell |
18,104
-11,566
| -39% | -$803K | 0.07% | 294 |
|
|
2025
Q1 | $2.12M | Sell |
29,670
-12,723
| -30% | -$909K | 0.09% | 217 |
|
|
2024
Q4 | $3.04M | Buy |
42,393
+12,216
| +40% | +$876K | 0.1% | 182 |
|
|
2024
Q3 | $2.55M | Sell |
30,177
-26,871
| -47% | -$2.27M | 0.11% | 184 |
|
|
2024
Q2 | $4.04M | Buy |
57,048
+1,251
| +2% | +$88.6K | 0.15% | 138 |
|
|
2024
Q1 | $3.75M | Buy |
55,797
+36,489
| +189% | +$2.45M | 0.15% | 134 |
|
|
2023
Q4 | $1.14M | Sell |
19,308
-21,493
| -53% | -$1.27M | 0.06% | 256 |
|
|
2023
Q3 | $2.26M | Buy |
40,801
+22,722
| +126% | +$1.26M | 0.11% | 186 |
|
|
2023
Q2 | $1.3M | Sell |
18,079
-22,155
| -55% | -$1.6M | 0.17% | 140 |
|
|
2023
Q1 | $3.14M | Sell |
40,234
-11,277
| -22% | -$881K | 0.16% | 126 |
|
|
2022
Q4 | $4.31M | Buy |
51,511
+8,732
| +20% | +$730K | 0.2% | 110 |
|
|
2022
Q3 | $3.35M | Buy |
42,779
+612
| +1% | +$48K | 0.2% | 110 |
|
|
2022
Q2 | $3.27M | Buy |
42,167
+1,178
| +3% | +$91.2K | 0.19% | 118 |
|
|
2022
Q1 | $3.47M | Buy |
40,989
+1,017
| +3% | +$86.1K | 0.13% | 130 |
|
|
2021
Q4 | $3.73M | Buy |
+39,972
| New | +$3.73M | 0.14% | 127 |
|