Arkadios 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 | $7.3M | Buy |
105,099
+18,627
| +22% | +$1.29M | 0.22% | 103 |
|
|
2025
Q1 | $6.13M | Buy |
86,472
+66,860
| +341% | +$4.74M | 0.23% | 96 |
|
|
2024
Q4 | $1.41M | Sell |
19,612
-3,222
| -14% | -$231K | 0.08% | 256 |
|
|
2024
Q3 | $1.93M | Buy |
22,834
+5,196
| +29% | +$439K | 0.11% | 192 |
|
|
2024
Q2 | $1.25M | Buy |
17,638
+2,910
| +20% | +$206K | 0.08% | 233 |
|
|
2024
Q1 | $941K | Sell |
14,728
-483
| -3% | -$30.9K | 0.07% | 251 |
|
|
2023
Q4 | $924K | Sell |
15,211
-2,139
| -12% | -$130K | 0.08% | 240 |
|
|
2023
Q3 | $994K | Buy |
17,350
+780
| +5% | +$44.7K | 0.09% | 208 |
|
|
2023
Q2 | $1.23M | Sell |
16,570
-390
| -2% | -$28.9K | 0.14% | 157 |
|
|
2023
Q1 | $1.31M | Sell |
16,960
-264
| -2% | -$20.3K | 0.16% | 155 |
|
|
2022
Q4 | $1.44M | Sell |
17,224
-77
| -0.4% | -$6.44K | 0.19% | 131 |
|
|
2022
Q3 | $1.36M | Buy |
17,301
+2,618
| +18% | +$205K | 0.21% | 130 |
|
|
2022
Q2 | $1.14M | Sell |
14,683
-1,006
| -6% | -$77.9K | 0.17% | 156 |
|
|
2022
Q1 | $1.33M | Buy |
15,689
+3,195
| +26% | +$271K | 0.17% | 145 |
|
|
2021
Q4 | $1.17M | Buy |
12,494
+742
| +6% | +$69.2K | 0.15% | 155 |
|
|
2021
Q3 | $922K | Sell |
11,752
-1,465
| -11% | -$115K | 0.13% | 174 |
|
|
2021
Q2 | $968K | Buy |
13,217
+27
| +0.2% | +$1.98K | 0.12% | 205 |
|
|
2021
Q1 | $997K | Buy |
13,190
+3,616
| +38% | +$273K | 0.16% | 152 |
|
|
2020
Q4 | $738K | Buy |
9,574
+1,154
| +14% | +$89K | 0.15% | 144 |
|
|
2020
Q3 | $644K | Buy |
8,420
+128
| +2% | +$9.78K | 0.32% | 66 |
|
|
2020
Q2 | $544K | Buy |
8,292
+260
| +3% | +$17.1K | 0.3% | 71 |
|
|
2020
Q1 | $483K | Buy |
8,032
+4
| +0% | +$241 | 0.31% | 77 |
|
|
2019
Q4 | $553K | Buy |
+8,028
| New | +$553K | 0.33% | 73 |
|