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 |
|