Archford Capital Strategies’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 | $1.73M | Sell |
24,972
-1,432
| -5% | -$99.4K | 0.22% | 103 |
|
|
2025
Q1 | $1.87M | Sell |
26,404
-14,521
| -35% | -$1.03M | 0.27% | 102 |
|
|
2024
Q4 | $2.93M | Sell |
40,925
-3
| -0% | -$215 | 0.44% | 56 |
|
|
2024
Q3 | $3.39M | Sell |
40,928
-1,269
| -3% | -$105K | 0.51% | 50 |
|
|
2024
Q2 | $2.99M | Sell |
42,197
-395
| -0.9% | -$28K | 0.48% | 54 |
|
|
2024
Q1 | $2.72M | Buy |
42,592
+507
| +1% | +$32.4K | 0.46% | 58 |
|
|
2023
Q4 | $2.56M | Buy |
42,085
+7,089
| +20% | +$431K | 0.47% | 54 |
|
|
2023
Q3 | $2M | Buy |
34,996
+3,787
| +12% | +$217K | 0.4% | 63 |
|
|
2023
Q2 | $2.36M | Buy |
31,209
+4,182
| +15% | +$316K | 0.45% | 55 |
|
|
2023
Q1 | $2.12M | Buy |
27,027
+2,002
| +8% | +$157K | 0.44% | 52 |
|
|
2022
Q4 | $2.09M | Buy |
25,025
+2,849
| +13% | +$238K | 0.48% | 49 |
|
|
2022
Q3 | $1.74M | Buy |
22,176
+1,305
| +6% | +$102K | 0.45% | 55 |
|
|
2022
Q2 | $1.62M | Buy |
20,871
+137
| +0.7% | +$10.6K | 0.41% | 62 |
|
|
2022
Q1 | $1.79M | Buy |
20,734
+857
| +4% | +$74K | 0.4% | 61 |
|
|
2021
Q4 | $1.86M | Buy |
19,877
+480
| +2% | +$44.8K | 0.42% | 56 |
|
|
2021
Q3 | $1.52M | Buy |
19,397
+156
| +0.8% | +$12.2K | 0.36% | 65 |
|
|
2021
Q2 | $1.41M | Buy |
19,241
+206
| +1% | +$15.1K | 0.35% | 67 |
|
|
2021
Q1 | $1.53M | Sell |
19,035
-1,403
| -7% | -$112K | 0.41% | 63 |
|
|
2020
Q4 | $1.66M | Sell |
20,438
-246
| -1% | -$20K | 0.38% | 77 |
|
|
2020
Q3 | $1.44M | Sell |
20,684
-316
| -2% | -$21.9K | 0.38% | 80 |
|
|
2020
Q2 | $1.26M | Sell |
21,000
-676
| -3% | -$40.6K | 0.38% | 84 |
|
|
2020
Q1 | $1.3M | Sell |
21,676
-1,084
| -5% | -$65.2K | 0.51% | 62 |
|
|
2019
Q4 | $1.38M | Sell |
22,760
-792
| -3% | -$48K | 0.48% | 63 |
|
|
2019
Q3 | $1.37M | Buy |
23,552
+3,176
| +16% | +$185K | 0.51% | 55 |
|
|
2019
Q2 | $1.04M | Sell |
20,376
-6,812
| -25% | -$349K | 0.38% | 78 |
|
|
2019
Q1 | $1.31M | Buy |
27,188
+308
| +1% | +$14.9K | 0.48% | 56 |
|
|
2018
Q4 | $1.17M | Sell |
26,880
-2,056
| -7% | -$89.3K | 0.47% | 61 |
|
|
2018
Q3 | $1.21M | Sell |
28,936
-2,460
| -8% | -$103K | 0.44% | 64 |
|
|
2018
Q2 | $1.31M | Buy |
+31,396
| New | +$1.31M | 0.46% | 60 |
|
|
2018
Q1 | – | Sell |
-19,736
| Closed | -$771K | – | 698 |
|
|
2017
Q4 | $771K | Sell |
19,736
-812
| -4% | -$31.7K | 0.29% | 118 |
|
|
2017
Q3 | $753K | Sell |
20,548
-1,740
| -8% | -$63.8K | 0.28% | 124 |
|
|
2017
Q2 | $781K | Sell |
22,288
-324
| -1% | -$11.4K | 0.31% | 111 |
|
|
2017
Q1 | $726K | Sell |
22,612
-1,000
| -4% | -$32.1K | 0.27% | 121 |
|
|
2016
Q4 | $705K | Sell |
23,612
-7,776
| -25% | -$232K | 0.3% | 113 |
|
|
2016
Q3 | $959K | Buy |
31,388
+448
| +1% | +$13.7K | 0.4% | 88 |
|
|
2016
Q2 | $1.01M | Sell |
30,940
-1,148
| -4% | -$37.4K | 0.53% | 58 |
|
|
2016
Q1 | $949K | Buy |
32,088
+28,420
| +775% | +$841K | 0.45% | 75 |
|
|
2015
Q4 | $96K | Buy |
3,668
+2,000
| +120% | +$52.3K | 0.04% | 205 |
|
|
2015
Q3 | $41K | Hold |
1,668
| – | – | 0.03% | 203 |
|
|
2015
Q2 | $41K | Hold |
1,668
| – | – | 0.03% | 207 |
|
|
2015
Q1 | $43.4K | Buy |
1,668
+1,516
| +997% | +$39.4K | 0.03% | 212 |
|
|
2014
Q4 | $4K | Sell |
152
-16,116
| -99% | -$424K | ﹤0.01% | 412 |
|
|
2014
Q3 | $382K | Sell |
16,268
-960
| -6% | -$22.5K | 0.3% | 94 |
|
|
2014
Q2 | $441K | Sell |
17,228
-1,840
| -10% | -$47.1K | 0.34% | 85 |
|
|
2014
Q1 | $456K | Buy |
+19,068
| New | +$456K | 0.38% | 83 |
|