AAIM
Asset Advisors Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
37,730
-1,299
| -3% | -$90.2K | 0.26% | 52 |
|
|
2025
Q1 | $2.77M | Sell |
39,029
-598
| -2% | -$42.4K | 0.29% | 53 |
|
|
2024
Q4 | $2.84M | Buy |
39,627
+475
| +1% | +$34.1K | 0.3% | 52 |
|
|
2024
Q3 | $3.31M | Buy |
39,152
+2,116
| +6% | +$179K | 0.34% | 48 |
|
|
2024
Q2 | $2.62M | Buy |
37,036
+4,158
| +13% | +$294K | 0.29% | 51 |
|
|
2024
Q1 | $2.1M | Sell |
32,878
-26,992
| -45% | -$1.73M | 0.24% | 54 |
|
|
2023
Q4 | $3.64M | Sell |
59,870
-51,952
| -46% | -$3.16M | 0.44% | 44 |
|
|
2023
Q3 | $6.41M | Sell |
111,822
-16,858
| -13% | -$966K | 0.86% | 32 |
|
|
2023
Q2 | $9.55M | Sell |
128,680
-4,760
| -4% | -$353K | 1.22% | 23 |
|
|
2023
Q1 | $10.3M | Sell |
133,440
-1,000
| -0.7% | -$77.1K | 1.35% | 23 |
|
|
2022
Q4 | $11.2M | Sell |
134,440
-1,710
| -1% | -$143K | 1.48% | 22 |
|
|
2022
Q3 | $10.7M | Sell |
136,150
-1,240
| -0.9% | -$97.2K | 1.52% | 24 |
|
|
2022
Q2 | $10.6M | Sell |
137,390
-10,030
| -7% | -$777K | 1.45% | 23 |
|
|
2022
Q1 | $12.5M | Sell |
147,420
-244
| -0.2% | -$20.7K | 1.39% | 24 |
|
|
2021
Q4 | $13.8M | Buy |
147,664
+1,500
| +1% | +$140K | 1.39% | 25 |
|
|
2021
Q3 | $11.5M | Buy |
146,164
+5,102
| +4% | +$401K | 1.28% | 26 |
|
|
2021
Q2 | $10.3M | Buy |
141,062
+2,930
| +2% | +$215K | 1.14% | 30 |
|
|
2021
Q1 | $10.8M | Buy |
138,132
+5,785
| +4% | +$451K | 1.26% | 28 |
|
|
2020
Q4 | $10.2M | Buy |
132,347
+108,007
| +444% | +$8.33M | 1.32% | 26 |
|
|
2020
Q3 | $6.76M | Buy |
24,340
+9,528
| +64% | +$2.64M | 1.02% | 33 |
|
|
2020
Q2 | $3.56M | Buy |
14,812
+7,590
| +105% | +$1.82M | 0.57% | 40 |
|
|
2020
Q1 | $1.74M | Buy |
7,222
+2,845
| +65% | +$685K | 0.32% | 51 |
|
|
2019
Q4 | $1.08M | Buy |
4,377
+2,480
| +131% | +$614K | 0.16% | 68 |
|
|
2019
Q3 | $442K | Buy |
1,897
+30
| +2% | +$6.99K | 0.07% | 80 |
|
|
2019
Q2 | $382K | Sell |
1,867
-600
| -24% | -$123K | 0.06% | 78 |
|
|
2019
Q1 | $477K | Hold |
2,467
| – | – | 0.08% | 77 |
|
|
2018
Q4 | $429K | Sell |
2,467
-300
| -11% | -$52.2K | 0.09% | 73 |
|
|
2018
Q3 | $464K | Buy |
+2,767
| New | +$464K | 0.08% | 86 |
|