Avantax Planning Partners’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 | $1.23M | Sell |
17,718
-633
| -3% | -$43.9K | 0.04% | 177 |
|
|
2025
Q1 | $1.3M | Sell |
18,351
-335
| -2% | -$23.7K | 0.05% | 162 |
|
|
2024
Q4 | $1.34M | Buy |
18,686
+15
| +0.1% | +$1.08K | 0.05% | 156 |
|
|
2024
Q3 | $1.58M | Buy |
18,671
+47
| +0.3% | +$3.97K | 0.06% | 141 |
|
|
2024
Q2 | $1.32M | Buy |
18,624
+469
| +3% | +$33.2K | 0.04% | 181 |
|
|
2024
Q1 | $1.16M | Buy |
18,155
+924
| +5% | +$59.1K | 0.04% | 199 |
|
|
2023
Q4 | $1.05M | Sell |
17,231
-8,156
| -32% | -$495K | 0.04% | 169 |
|
|
2023
Q3 | $1.45M | Sell |
25,387
-714
| -3% | -$40.9K | 0.06% | 131 |
|
|
2023
Q2 | $1.94M | Buy |
26,101
+462
| +2% | +$34.3K | 0.08% | 109 |
|
|
2023
Q1 | $1.98M | Buy |
25,639
+1,895
| +8% | +$146K | 0.08% | 108 |
|
|
2022
Q4 | $1.99M | Sell |
23,744
-1,470
| -6% | -$123K | 0.08% | 104 |
|
|
2022
Q3 | $1.98M | Sell |
25,214
-324
| -1% | -$25.4K | 0.09% | 96 |
|
|
2022
Q2 | $1.98M | Buy |
25,538
+136
| +0.5% | +$10.5K | 0.08% | 101 |
|
|
2022
Q1 | $2.15M | Sell |
25,402
-492
| -2% | -$41.7K | 0.09% | 101 |
|
|
2021
Q4 | $2.42M | Sell |
25,894
-168
| -0.6% | -$15.7K | 0.1% | 88 |
|
|
2021
Q3 | $2.05M | Buy |
26,062
+935
| +4% | +$73.4K | 0.09% | 87 |
|
|
2021
Q2 | $1.84M | Sell |
25,127
-2,018
| -7% | -$148K | 0.09% | 92 |
|
|
2021
Q1 | $2.05M | Buy |
27,145
+253
| +0.9% | +$19.1K | 0.11% | 81 |
|
|
2020
Q4 | $2.08M | Sell |
26,892
-572
| -2% | -$44.1K | 0.11% | 81 |
|
|
2020
Q3 | $1.91M | Sell |
27,464
-2,168
| -7% | -$150K | 0.1% | 86 |
|
|
2020
Q2 | $1.78M | Buy |
29,632
+1,256
| +4% | +$75.4K | 0.1% | 87 |
|
|
2020
Q1 | $1.71M | Sell |
28,376
-2,080
| -7% | -$125K | 0.12% | 69 |
|
|
2019
Q4 | $1.84M | Buy |
30,456
+184
| +0.6% | +$11.1K | 0.11% | 72 |
|
|
2019
Q3 | $1.76M | Buy |
30,272
+552
| +2% | +$32.1K | 0.11% | 73 |
|
|
2019
Q2 | $1.55M | Sell |
29,720
-476
| -2% | -$24.9K | 0.1% | 81 |
|
|
2019
Q1 | $1.46M | Buy |
30,196
+2,524
| +9% | +$122K | 0.1% | 81 |
|
|
2018
Q4 | $1.2M | Buy |
27,672
+512
| +2% | +$22.3K | 0.09% | 85 |
|
|
2018
Q3 | $1.14M | Sell |
27,160
-200
| -0.7% | -$8.38K | 0.09% | 76 |
|
|
2018
Q2 | $1.14M | Sell |
27,360
-42,468
| -61% | -$1.77M | 0.1% | 73 |
|
|
2018
Q1 | $2.85M | Buy |
69,828
+5,580
| +9% | +$228K | 0.24% | 32 |
|
|
2017
Q4 | $2.51M | Sell |
64,248
-2,596
| -4% | -$101K | 0.23% | 42 |
|
|
2017
Q3 | $2.45M | Buy |
66,844
+5,892
| +10% | +$216K | 0.19% | 54 |
|
|
2017
Q2 | $2.14M | Buy |
60,952
+41,344
| +211% | +$1.45M | 0.18% | 57 |
|
|
2017
Q1 | $629K | Buy |
19,608
+56
| +0.3% | +$1.8K | 0.06% | 156 |
|
|
2016
Q4 | $584K | Buy |
+19,552
| New | +$584K | 0.06% | 148 |
|