Aptus Capital Advisors’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
$14.4M Sell
207,800
-47,895
-19% -$3.32M 0.12% 143
2025
Q1
$18.1M Buy
255,695
+26,713
+12% +$1.89M 0.19% 111
2024
Q4
$16.4M Buy
228,982
+47,548
+26% +$3.41M 0.17% 105
2024
Q3
$15.3M Buy
181,434
+30,965
+21% +$2.62M 0.23% 107
2024
Q2
$10.7M Buy
150,469
+31,315
+26% +$2.22M 0.19% 105
2024
Q1
$7.62M Buy
119,154
+10,934
+10% +$699K 0.14% 129
2023
Q4
$6.57M Sell
108,220
-73,631
-40% -$4.47M 0.18% 105
2023
Q3
$10.4M Sell
181,851
-8,517
-4% -$488K 0.28% 76
2023
Q2
$14.1M Sell
190,368
-31,051
-14% -$2.3M 0.34% 53
2023
Q1
$17.1M Buy
221,419
+962
+0.4% +$74.2K 0.46% 40
2022
Q4
$18.4M Buy
220,457
+26,818
+14% +$2.24M 0.57% 30
2022
Q3
$15.2M Sell
193,639
-4,635
-2% -$363K 0.37% 33
2022
Q2
$15.4M Buy
198,274
+32,079
+19% +$2.48M 0.4% 29
2022
Q1
$14.1M Buy
166,195
+42,148
+34% +$3.57M 0.35% 27
2021
Q4
$11.6M Buy
124,047
+17,745
+17% +$1.66M 0.35% 33
2021
Q3
$8.35M Buy
106,302
+12,726
+14% +$999K 0.22% 38
2021
Q2
$6.86M Buy
93,576
+1,531
+2% +$112K 0.2% 43
2021
Q1
$6.96M Sell
92,045
-15,907
-15% -$1.2M 0.25% 35
2020
Q4
$8.33M Buy
107,952
+16,964
+19% +$1.31M 0.38% 29
2020
Q3
$6.31M Buy
90,988
+2,516
+3% +$175K 0.34% 34
2020
Q2
$5.31M Buy
88,472
+6,932
+9% +$416K 0.33% 39
2020
Q1
$4.9M Buy
81,540
+39,692
+95% +$2.39M 0.42% 32
2019
Q4
$2.53M Buy
41,848
+38,660
+1,213% +$2.34M 0.18% 72
2019
Q3
$185K Buy
+3,188
New +$185K 0.01% 315