Arete Wealth 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 | $297K | Sell |
4,285
-859
| -17% | -$59.5K | 0.02% | 561 |
|
|
2025
Q1 | $365K | Buy |
5,144
+58
| +1% | +$4.12K | 0.03% | 477 |
|
|
2024
Q4 | $365K | Buy |
5,086
+2,575
| +103% | +$185K | 0.03% | 506 |
|
|
2024
Q3 | $212K | Sell |
2,511
-11,794
| -82% | -$996K | 0.02% | 635 |
|
|
2024
Q2 | $1.01M | Sell |
14,305
-4,670
| -25% | -$329K | 0.08% | 232 |
|
|
2024
Q1 | $1.21M | Sell |
18,975
-509
| -3% | -$32.5K | 0.11% | 188 |
|
|
2023
Q4 | $1.18M | Buy |
19,484
+422
| +2% | +$25.6K | 0.09% | 218 |
|
|
2023
Q3 | $1.09M | Sell |
19,062
-9,815
| -34% | -$562K | 0.19% | 119 |
|
|
2023
Q2 | $2.14M | Buy |
28,877
+11,059
| +62% | +$821K | 0.19% | 118 |
|
|
2023
Q1 | $1.37M | Buy |
17,818
+1,050
| +6% | +$80.9K | 0.11% | 169 |
|
|
2022
Q4 | $1.4B | Buy |
16,768
+4
| +0% | +$334K | 0.12% | 148 |
|
|
2022
Q3 | $1.31M | Buy |
16,764
+12,708
| +313% | +$996K | 0.13% | 142 |
|
|
2022
Q2 | $314K | Sell |
4,056
-1,654
| -29% | -$128K | 0.03% | 328 |
|
|
2022
Q1 | $484K | Sell |
5,710
-1,678
| -23% | -$142K | 0.04% | 286 |
|
|
2021
Q4 | $681K | Buy |
7,388
+2,712
| +58% | +$250K | 0.06% | 236 |
|
|
2021
Q3 | $367K | Sell |
4,676
-1,004
| -18% | -$78.8K | 0.04% | 298 |
|
|
2021
Q2 | $397K | Sell |
5,680
-108
| -2% | -$7.55K | 0.06% | 232 |
|
|
2021
Q1 | $437K | Sell |
5,788
-2,588
| -31% | -$195K | 0.06% | 259 |
|
|
2020
Q4 | $645K | Sell |
8,376
-12,952
| -61% | -$997K | 0.09% | 194 |
|
|
2020
Q3 | $1.5M | Sell |
21,328
-612
| -3% | -$43K | 0.23% | 104 |
|
|
2020
Q2 | $1.32M | Sell |
21,940
-3,132
| -12% | -$188K | 0.23% | 112 |
|
|
2020
Q1 | $1.51M | Sell |
25,072
-816
| -3% | -$49.1K | 0.3% | 81 |
|
|
2019
Q4 | $1.57M | Sell |
25,888
-228
| -0.9% | -$13.8K | 0.27% | 90 |
|
|
2019
Q3 | $1.52M | Buy |
26,116
+312
| +1% | +$18.2K | 0.29% | 87 |
|
|
2019
Q2 | $1.32M | Sell |
25,804
-736
| -3% | -$37.7K | 0.26% | 91 |
|
|
2019
Q1 | $1.28M | Buy |
26,540
+4,884
| +23% | +$236K | 0.27% | 91 |
|
|
2018
Q4 | $941K | Buy |
21,656
+12,076
| +126% | +$525K | 0.23% | 109 |
|
|
2018
Q3 | $401K | Buy |
9,580
+2,440
| +34% | +$102K | 0.09% | 219 |
|
|
2018
Q2 | $298K | Buy |
+7,140
| New | +$298K | 0.07% | 274 |
|