AAS
Annex Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
46,255
+32,886
| +246% | +$2.28M | 0.08% | 109 |
|
|
2025
Q1 | $948K | Sell |
13,369
-337
| -2% | -$23.9K | 0.03% | 165 |
|
|
2024
Q4 | $983K | Buy |
13,706
+6,898
| +101% | +$495K | 0.03% | 161 |
|
|
2024
Q3 | $575K | Sell |
6,808
-556
| -8% | -$47K | 0.02% | 179 |
|
|
2024
Q2 | $521K | Buy |
7,364
+584
| +9% | +$41.4K | 0.02% | 181 |
|
|
2024
Q1 | $433K | Sell |
6,780
-379
| -5% | -$24.2K | 0.02% | 192 |
|
|
2023
Q4 | $435K | Sell |
7,159
-39,345
| -85% | -$2.39M | 0.02% | 185 |
|
|
2023
Q3 | $2.66M | Sell |
46,504
-40,036
| -46% | -$2.29M | 0.16% | 82 |
|
|
2023
Q2 | $6.42M | Buy |
86,540
+46,925
| +118% | +$3.48M | 0.36% | 55 |
|
|
2023
Q1 | $3.05M | Sell |
39,615
-380
| -1% | -$29.3K | 0.16% | 77 |
|
|
2022
Q4 | $3.34M | Buy |
39,995
+240
| +0.6% | +$20.1K | 0.19% | 72 |
|
|
2022
Q3 | $3.12M | Sell |
39,755
-6,572
| -14% | -$515K | 0.21% | 73 |
|
|
2022
Q2 | $3.59M | Buy |
46,327
+1,185
| +3% | +$91.8K | 0.26% | 69 |
|
|
2022
Q1 | $3.82M | Sell |
45,142
-428
| -0.9% | -$36.3K | 0.28% | 67 |
|
|
2021
Q4 | $4.25M | Buy |
45,570
+1,907
| +4% | +$178K | 0.29% | 65 |
|
|
2021
Q3 | $3.43M | Buy |
43,663
+1,889
| +5% | +$148K | 0.28% | 63 |
|
|
2021
Q2 | $3.06M | Buy |
41,774
+891
| +2% | +$65.3K | 0.25% | 71 |
|
|
2021
Q1 | $3.09M | Buy |
40,883
+4
| +0% | +$302 | 0.3% | 60 |
|
|
2020
Q4 | $3.15M | Buy |
40,879
+30,124
| +280% | +$2.32M | 0.31% | 53 |
|
|
2020
Q3 | $2.99M | Sell |
10,755
-76
| -0.7% | -$21.1K | 0.38% | 32 |
|
|
2020
Q2 | $2.6M | Buy |
10,831
+201
| +2% | +$48.3K | 0.36% | 35 |
|
|
2020
Q1 | $2.56M | Sell |
10,630
-84
| -0.8% | -$20.2K | 0.36% | 28 |
|
|
2019
Q4 | $2.59M | Hold |
10,714
| – | – | 0.31% | 40 |
|
|
2019
Q3 | $2.5M | Buy |
+10,714
| New | +$2.5M | 0.34% | 37 |
|
|
2018
Q1 | – | Sell |
-8,277
| Closed | -$1.29M | – | 135 |
|
|
2017
Q4 | $1.29M | Sell |
8,277
-716
| -8% | -$112K | 0.24% | 44 |
|
|
2017
Q3 | $1.32M | Buy |
8,993
+960
| +12% | +$141K | 0.27% | 34 |
|
|
2017
Q2 | $1.13M | Buy |
8,033
+755
| +10% | +$106K | 0.25% | 36 |
|
|
2017
Q1 | $934K | Buy |
7,278
+423
| +6% | +$54.3K | 0.23% | 38 |
|
|
2016
Q4 | $819K | Sell |
6,855
-348
| -5% | -$41.6K | 0.2% | 45 |
|
|
2016
Q3 | $881K | Sell |
7,203
-249
| -3% | -$30.5K | 0.23% | 32 |
|
|
2016
Q2 | $972K | Buy |
7,452
+104
| +1% | +$13.6K | 0.26% | 27 |
|
|
2016
Q1 | $870K | Buy |
7,348
+239
| +3% | +$28.3K | 0.25% | 28 |
|
|
2015
Q4 | $739K | Buy |
7,109
+1,124
| +19% | +$117K | 0.22% | 36 |
|
|
2015
Q3 | $584K | Buy |
5,985
+1,309
| +28% | +$128K | 0.19% | 40 |
|
|
2015
Q2 | $458K | Buy |
4,676
+1,173
| +33% | +$115K | 0.15% | 52 |
|
|
2015
Q1 | $364K | Buy |
3,503
+994
| +40% | +$103K | 0.12% | 59 |
|
|
2014
Q4 | $267K | Buy |
+2,509
| New | +$267K | 0.08% | 75 |
|