Atticus Wealth Management’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 | $1.65M | Buy |
23,698
+3,598
| +18% | +$250K | 0.44% | 38 |
|
|
2025
Q1 | $1.42M | Sell |
20,100
-1,105
| -5% | -$78.3K | 0.47% | 36 |
|
|
2024
Q4 | $1.52M | Buy |
21,205
+18
| +0.1% | +$1.29K | 0.47% | 33 |
|
|
2024
Q3 | $1.79M | Buy |
21,187
+2,807
| +15% | +$237K | 0.58% | 31 |
|
|
2024
Q2 | $1.3M | Sell |
18,380
-33
| -0.2% | -$2.34K | 0.43% | 35 |
|
|
2024
Q1 | $1.18M | Sell |
18,413
-163
| -0.9% | -$10.4K | 0.38% | 39 |
|
|
2023
Q4 | $1.13M | Sell |
18,576
-2,075
| -10% | -$126K | 0.4% | 36 |
|
|
2023
Q3 | $1.18M | Sell |
20,651
-649
| -3% | -$37.2K | 0.45% | 33 |
|
|
2023
Q2 | $1.58M | Buy |
21,300
+76
| +0.4% | +$5.64K | 0.58% | 30 |
|
|
2023
Q1 | $1.64M | Sell |
21,224
-522
| -2% | -$40.2K | 0.62% | 26 |
|
|
2022
Q4 | $1.82M | Buy |
21,746
+102
| +0.5% | +$8.53K | 0.75% | 24 |
|
|
2022
Q3 | $1.68M | Hold |
21,644
| – | – | 0.81% | 23 |
|
|
2022
Q2 | $1.68M | Buy |
21,644
+265
| +1% | +$20.5K | 0.7% | 29 |
|
|
2022
Q1 | $1.81M | Buy |
21,379
+78
| +0.4% | +$6.61K | 0.66% | 30 |
|
|
2021
Q4 | $1.99M | Buy |
21,301
+1,264
| +6% | +$118K | 0.78% | 29 |
|
|
2021
Q3 | $1.57M | Sell |
20,037
-26
| -0.1% | -$2.04K | 0.69% | 30 |
|
|
2021
Q2 | $1.47M | Buy |
20,063
+62
| +0.3% | +$4.54K | 0.64% | 35 |
|
|
2021
Q1 | $1.51M | Buy |
20,001
+83
| +0.4% | +$6.27K | 0.72% | 35 |
|
|
2020
Q4 | $1.54M | Buy |
19,918
+106
| +0.5% | +$8.18K | 0.77% | 33 |
|
|
2020
Q3 | $1.38M | Buy |
19,812
+56
| +0.3% | +$3.89K | 0.82% | 30 |
|
|
2020
Q2 | $1.19M | Buy |
19,756
+556
| +3% | +$33.4K | 0.78% | 31 |
|
|
2020
Q1 | $1.16M | Sell |
19,200
-1,880
| -9% | -$113K | 0.93% | 27 |
|
|
2019
Q4 | $1.28M | Buy |
+21,080
| New | +$1.28M | 0.81% | 30 |
|