Aspiriant LLC’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 | $295K | Sell |
4,254
-3,218
| -43% | -$223K | 0.01% | 255 |
|
|
2025
Q1 | $530K | Sell |
7,472
-3,642
| -33% | -$258K | 0.02% | 186 |
|
|
2024
Q4 | $797K | Buy |
11,114
+1,539
| +16% | +$110K | 0.03% | 161 |
|
|
2024
Q3 | $809K | Buy |
9,575
+1,714
| +22% | +$145K | 0.03% | 158 |
|
|
2024
Q2 | $557K | Sell |
7,861
-678
| -8% | -$48K | 0.02% | 185 |
|
|
2024
Q1 | $546K | Buy |
8,539
+623
| +8% | +$39.8K | 0.02% | 189 |
|
|
2023
Q4 | $481K | Sell |
7,916
-979
| -11% | -$59.5K | 0.02% | 193 |
|
|
2023
Q3 | $510K | Sell |
8,895
-621
| -7% | -$35.6K | 0.03% | 177 |
|
|
2023
Q2 | $706K | Buy |
9,516
+1,277
| +15% | +$94.8K | 0.04% | 163 |
|
|
2023
Q1 | $635K | Sell |
8,239
-697
| -8% | -$53.7K | 0.03% | 164 |
|
|
2022
Q4 | $747K | Buy |
8,936
+41
| +0.5% | +$3.43K | 0.04% | 151 |
|
|
2022
Q3 | $696K | Buy |
8,895
+245
| +3% | +$19.2K | 0.03% | 145 |
|
|
2022
Q2 | $668K | Buy |
8,650
+724
| +9% | +$55.9K | 0.03% | 147 |
|
|
2022
Q1 | $672K | Sell |
7,926
-1,157
| -13% | -$98.1K | 0.04% | 154 |
|
|
2021
Q4 | $848K | Buy |
9,083
+2,632
| +41% | +$246K | 0.05% | 146 |
|
|
2021
Q3 | $507K | Sell |
6,451
-1,211
| -16% | -$95.2K | 0.03% | 159 |
|
|
2021
Q2 | $560K | Buy |
7,662
+891
| +13% | +$65.1K | 0.03% | 148 |
|
|
2021
Q1 | $513K | Buy |
6,771
+475
| +8% | +$36K | 0.03% | 145 |
|
|
2020
Q4 | $485K | Sell |
6,296
-12
| -0.2% | -$924 | 0.03% | 146 |
|
|
2020
Q3 | $438K | Buy |
6,308
+16
| +0.3% | +$1.11K | 0.03% | 158 |
|
|
2020
Q2 | $378K | Buy |
6,292
+1,396
| +29% | +$83.9K | 0.04% | 145 |
|
|
2020
Q1 | $294K | Buy |
4,896
+140
| +3% | +$8.41K | 0.03% | 160 |
|
|
2019
Q4 | $289K | Sell |
4,756
-472
| -9% | -$28.7K | 0.03% | 172 |
|
|
2019
Q3 | $304K | Sell |
5,228
-24,236
| -82% | -$1.41M | 0.03% | 177 |
|
|
2019
Q2 | $1.5M | Sell |
29,464
-2,620
| -8% | -$134K | 0.13% | 88 |
|
|
2019
Q1 | $1.56M | Sell |
32,084
-2,596
| -7% | -$126K | 0.13% | 90 |
|
|
2018
Q4 | $1.51M | Sell |
34,680
-1,196
| -3% | -$51.9K | 0.11% | 90 |
|
|
2018
Q3 | $1.51M | Sell |
35,876
-1,656
| -4% | -$69.5K | 0.13% | 92 |
|
|
2018
Q2 | $1.57M | Sell |
37,532
-1,140
| -3% | -$47.6K | 0.13% | 89 |
|
|
2018
Q1 | $1.58M | Buy |
38,672
+32,908
| +571% | +$1.34M | 0.14% | 78 |
|
|
2017
Q4 | $225K | Sell |
5,764
-40,176
| -87% | -$1.57M | 0.07% | 74 |
|
|
2017
Q3 | $1.68M | Sell |
45,940
-9,668
| -17% | -$354K | 0.14% | 84 |
|
|
2017
Q2 | $1.95M | Sell |
55,608
-5,948
| -10% | -$208K | 0.17% | 81 |
|
|
2017
Q1 | $1.98M | Sell |
61,556
-7,280
| -11% | -$234K | 0.17% | 84 |
|
|
2016
Q4 | $2.06M | Sell |
68,836
-40,728
| -37% | -$1.22M | 0.19% | 73 |
|
|
2016
Q3 | $3.35M | Buy |
109,564
+12,604
| +13% | +$385K | 0.33% | 44 |
|
|
2016
Q2 | $2.38M | Sell |
96,960
-14,896
| -13% | -$366K | 0.22% | 71 |
|
|
2016
Q1 | $3.31M | Buy |
+111,856
| New | +$3.31M | 0.32% | 51 |
|