Arax Advisory Partners’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 | $838K | Buy |
12,076
+620
| +5% | +$43K | 0.04% | 278 |
|
|
2025
Q1 | $812K | Sell |
11,456
-1,326
| -10% | -$94K | 0.05% | 213 |
|
|
2024
Q4 | $916K | Buy |
12,782
+8,860
| +226% | +$635K | 0.06% | 186 |
|
|
2024
Q3 | $331K | Sell |
3,922
-249
| -6% | -$21K | 0.03% | 260 |
|
|
2024
Q2 | $295K | Buy |
4,171
+3,311
| +385% | +$234K | 0.03% | 269 |
|
|
2024
Q1 | $55K | Sell |
860
-2,431
| -74% | -$155K | 0.01% | 480 |
|
|
2023
Q4 | $200K | Sell |
3,291
-591
| -15% | -$35.9K | 0.02% | 287 |
|
|
2023
Q3 | $222K | Buy |
3,882
+2,615
| +206% | +$150K | 0.03% | 240 |
|
|
2023
Q2 | $94K | Sell |
1,267
-795
| -39% | -$59K | 0.01% | 354 |
|
|
2023
Q1 | $159K | Sell |
2,062
-144
| -7% | -$11.1K | 0.02% | 273 |
|
|
2022
Q4 | $184K | Sell |
2,206
-62
| -3% | -$5.18K | 0.03% | 233 |
|
|
2022
Q3 | $178K | Buy |
2,268
+1,882
| +488% | +$148K | 0.03% | 225 |
|
|
2022
Q2 | $30K | Buy |
386
+160
| +71% | +$12.4K | ﹤0.01% | 505 |
|
|
2022
Q1 | $19K | Buy |
226
+33
| +17% | +$2.77K | ﹤0.01% | 581 |
|
|
2021
Q4 | $18K | Sell |
193
-376
| -66% | -$35.1K | ﹤0.01% | 583 |
|
|
2021
Q3 | $45K | Buy |
569
+34
| +6% | +$2.69K | 0.01% | 465 |
|
|
2021
Q2 | $39K | Buy |
+535
| New | +$39K | 0.01% | 501 |
|
|
2020
Q4 | $38K | Buy |
489
+201
| +70% | +$15.6K | 0.01% | 439 |
|
|
2020
Q3 | $20K | Hold |
288
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $17K | Buy |
288
+132
| +85% | +$7.79K | ﹤0.01% | 490 |
|
|
2020
Q1 | $9K | Sell |
156
-1,156
| -88% | -$66.7K | ﹤0.01% | 530 |
|
|
2019
Q4 | $79K | Buy |
1,312
+8
| +0.6% | +$482 | 0.02% | 276 |
|
|
2019
Q3 | $76K | Buy |
1,304
+8
| +0.6% | +$466 | 0.02% | 269 |
|
|
2019
Q2 | $66K | Buy |
+1,296
| New | +$66K | 0.02% | 287 |
|
|
2018
Q4 | $90K | Sell |
2,072
-60
| -3% | -$2.61K | 0.04% | 196 |
|
|
2018
Q3 | $89K | Buy |
+2,132
| New | +$89K | 0.04% | 210 |
|