AA
Apriem Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
3,731
+186
| +5% | +$12.9K | 0.03% | 157 |
|
|
2025
Q1 | $251K | Sell |
3,545
-267
| -7% | -$18.9K | 0.03% | 155 |
|
|
2024
Q4 | $273K | Buy |
3,812
+103
| +3% | +$7.38K | 0.03% | 152 |
|
|
2024
Q3 | $314K | Sell |
3,709
-62
| -2% | -$5.24K | 0.04% | 130 |
|
|
2024
Q2 | $267K | Sell |
3,771
-41
| -1% | -$2.9K | 0.03% | 143 |
|
|
2024
Q1 | $244K | Buy |
+3,812
| New | +$244K | 0.03% | 149 |
|
|
2018
Q3 | – | Sell |
-173
| Closed | -$29K | – | 289 |
|
|
2018
Q2 | $29K | Buy |
+173
| New | +$29K | 0.01% | 301 |
|
|
2017
Q2 | – | Sell |
-203
| Closed | -$26K | – | 398 |
|
|
2017
Q1 | $26K | Hold |
203
| – | – | 0.01% | 307 |
|
|
2016
Q4 | $24K | Buy |
203
+30
| +17% | +$3.55K | 0.01% | 321 |
|
|
2016
Q3 | $21K | Hold |
173
| – | – | 0.01% | 329 |
|
|
2016
Q2 | $23K | Buy |
+173
| New | +$23K | 0.01% | 322 |
|
|
2013
Q4 | – | Sell |
-48
| Closed | -$4K | – | 518 |
|
|
2013
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 426 |
|
|
2013
Q2 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 399 |
|