Avantax Advisory Services’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 | $11.8M | Buy |
170,382
+20,403
| +14% | +$1.42M | 0.07% | 236 |
|
|
2025
Q1 | $10.6M | Buy |
149,979
+14,647
| +11% | +$1.04M | 0.06% | 231 |
|
|
2024
Q4 | $9.7M | Sell |
135,332
-4,529
| -3% | -$325K | 0.06% | 231 |
|
|
2024
Q3 | $11.8M | Sell |
139,861
-4,089
| -3% | -$346K | 0.08% | 187 |
|
|
2024
Q2 | $10.2M | Buy |
143,950
+73,651
| +105% | +$5.22M | 0.07% | 202 |
|
|
2024
Q1 | $4.49M | Buy |
70,299
+7,174
| +11% | +$458K | 0.04% | 329 |
|
|
2023
Q4 | $3.83M | Sell |
63,125
-2,051
| -3% | -$125K | 0.04% | 329 |
|
|
2023
Q3 | $3.73M | Sell |
65,176
-8,151
| -11% | -$467K | 0.04% | 310 |
|
|
2023
Q2 | $5.44M | Sell |
73,327
-2,423
| -3% | -$180K | 0.06% | 237 |
|
|
2023
Q1 | $5.84M | Buy |
75,750
+6,159
| +9% | +$475K | 0.07% | 217 |
|
|
2022
Q4 | $5.82M | Buy |
69,591
+8,814
| +15% | +$737K | 0.08% | 196 |
|
|
2022
Q3 | $4.77M | Buy |
60,777
+11,175
| +23% | +$876K | 0.07% | 207 |
|
|
2022
Q2 | $3.84M | Buy |
49,602
+1,772
| +4% | +$137K | 0.06% | 247 |
|
|
2022
Q1 | $4.06M | Buy |
47,830
+2,276
| +5% | +$193K | 0.06% | 243 |
|
|
2021
Q4 | $4.25M | Sell |
45,554
-1,483
| -3% | -$138K | 0.06% | 226 |
|
|
2021
Q3 | $3.7M | Buy |
47,037
+867
| +2% | +$68.1K | 0.06% | 227 |
|
|
2021
Q2 | $3.38M | Buy |
46,170
+3,236
| +8% | +$237K | 0.06% | 232 |
|
|
2021
Q1 | $3.24M | Buy |
42,934
+899
| +2% | +$67.9K | 0.07% | 207 |
|
|
2020
Q4 | $3.24M | Sell |
42,035
-59,789
| -59% | -$4.61M | 0.08% | 182 |
|
|
2020
Q3 | $7.07M | Buy |
101,824
+67,840
| +200% | +$4.71M | 0.11% | 149 |
|
|
2020
Q2 | $2.04M | Buy |
33,984
+3,456
| +11% | +$207K | 0.06% | 214 |
|
|
2020
Q1 | $1.83M | Buy |
30,528
+2,852
| +10% | +$171K | 0.05% | 207 |
|
|
2019
Q4 | $1.68M | Buy |
27,676
+6,976
| +34% | +$422K | 0.04% | 244 |
|
|
2019
Q3 | $1.21M | Buy |
20,700
+3,100
| +18% | +$180K | 0.05% | 186 |
|
|
2019
Q2 | $901K | Buy |
17,600
+664
| +4% | +$34K | 0.04% | 208 |
|
|
2019
Q1 | $818K | Sell |
16,936
-608
| -3% | -$29.4K | 0.04% | 200 |
|
|
2018
Q4 | $762K | Buy |
+17,544
| New | +$762K | 0.13% | 162 |
|