Apollon Wealth Management’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 | $12.1M | Buy |
174,072
+5,213
| +3% | +$362K | 0.24% | 80 |
|
|
2025
Q1 | $12M | Buy |
168,859
+75,035
| +80% | +$5.32M | 0.26% | 78 |
|
|
2024
Q4 | $6.73M | Buy |
93,824
+7,923
| +9% | +$568K | 0.16% | 119 |
|
|
2024
Q3 | $7.26M | Buy |
85,901
+1,067
| +1% | +$90.2K | 0.21% | 84 |
|
|
2024
Q2 | $6.01M | Sell |
84,834
-490
| -0.6% | -$34.7K | 0.18% | 100 |
|
|
2024
Q1 | $5.45M | Sell |
85,324
-1,052
| -1% | -$67.2K | 0.17% | 107 |
|
|
2023
Q4 | $5.25M | Buy |
86,376
+13,009
| +18% | +$790K | 0.18% | 103 |
|
|
2023
Q3 | $4.2M | Buy |
73,367
+3,821
| +5% | +$219K | 0.21% | 89 |
|
|
2023
Q2 | $5.16M | Buy |
69,546
+11,223
| +19% | +$833K | 0.25% | 80 |
|
|
2023
Q1 | $4.5M | Sell |
58,323
-83
| -0.1% | -$6.4K | 0.28% | 76 |
|
|
2022
Q4 | $4.88M | Buy |
58,406
+33
| +0.1% | +$2.76K | 0.35% | 57 |
|
|
2022
Q3 | $4.58M | Buy |
58,373
+952
| +2% | +$74.6K | 0.38% | 52 |
|
|
2022
Q2 | $4.45M | Buy |
57,421
+117
| +0.2% | +$9.06K | 0.37% | 51 |
|
|
2022
Q1 | $4.85M | Sell |
57,304
-12,892
| -18% | -$1.09M | 0.34% | 59 |
|
|
2021
Q4 | $6.55M | Buy |
70,196
+34,618
| +97% | +$3.23M | 0.49% | 36 |
|
|
2021
Q3 | $2.79M | Buy |
35,578
+9,783
| +38% | +$768K | 0.38% | 49 |
|
|
2021
Q2 | $1.89M | Buy |
25,795
+2,710
| +12% | +$199K | 0.34% | 53 |
|
|
2021
Q1 | $1.75M | Buy |
23,085
+19,149
| +487% | +$1.45M | 0.34% | 57 |
|
|
2020
Q4 | $304K | Sell |
3,936
-7,164
| -65% | -$553K | 0.08% | 156 |
|
|
2020
Q3 | $770K | Buy |
11,100
+5,576
| +101% | +$387K | 0.35% | 69 |
|
|
2020
Q2 | $332K | Buy |
5,524
+1,864
| +51% | +$112K | 0.18% | 71 |
|
|
2020
Q1 | $220K | Buy |
+3,660
| New | +$220K | 0.23% | 55 |
|