Apella Capital’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 | $578K | Buy |
7,735
+178
| +2% | +$13.3K | 0.02% | 280 |
|
|
2025
Q1 | $511K | Buy |
7,557
+3,024
| +67% | +$204K | 0.02% | 253 |
|
|
2024
Q4 | $325K | Buy |
4,533
+5
| +0.1% | +$358 | 0.01% | 280 |
|
|
2024
Q3 | $387K | Buy |
4,528
+970
| +27% | +$82.9K | 0.02% | 240 |
|
|
2024
Q2 | $257K | Sell |
3,558
-20
| -0.6% | -$1.44K | 0.01% | 275 |
|
|
2024
Q1 | $234K | Sell |
3,578
-4
| -0.1% | -$262 | 0.01% | 268 |
|
|
2023
Q4 | $221K | Sell |
3,582
-423
| -11% | -$26.1K | 0.01% | 269 |
|
|
2023
Q3 | $229K | Sell |
4,005
-215
| -5% | -$12.3K | 0.02% | 240 |
|
|
2023
Q2 | $313K | Buy |
+4,220
| New | +$313K | 0.02% | 209 |
|
|
2022
Q4 | $322K | Buy |
3,857
+887
| +30% | +$74.2K | 0.03% | 186 |
|
|
2022
Q3 | $233K | Buy |
2,970
+17
| +0.6% | +$1.33K | 0.03% | 194 |
|
|
2022
Q2 | $229K | Buy |
2,953
+371
| +14% | +$28.8K | 0.03% | 198 |
|
|
2022
Q1 | $219K | Buy |
2,582
+10
| +0.4% | +$848 | 0.03% | 191 |
|
|
2021
Q4 | $240K | Buy |
+2,572
| New | +$240K | 0.03% | 180 |
|