Avestar Capital’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 | $1,000K | Buy |
14,403
+1,654
| +13% | +$115K | 0.07% | 186 |
|
|
2025
Q1 | $904K | Buy |
12,749
+1,057
| +9% | +$74.9K | 0.08% | 173 |
|
|
2024
Q4 | $838K | Buy |
11,692
+1,092
| +10% | +$78.3K | 0.07% | 180 |
|
|
2024
Q3 | $896K | Sell |
10,600
-251
| -2% | -$21.2K | 0.09% | 157 |
|
|
2024
Q2 | $768K | Buy |
10,851
+138
| +1% | +$9.77K | 0.08% | 167 |
|
|
2024
Q1 | $685K | Buy |
10,713
+4,452
| +71% | +$285K | 0.07% | 172 |
|
|
2023
Q4 | $380K | Buy |
6,261
+1,010
| +19% | +$61.3K | 0.04% | 227 |
|
|
2023
Q3 | $301K | Sell |
5,251
-365
| -6% | -$20.9K | 0.04% | 230 |
|
|
2023
Q2 | $417K | Buy |
5,616
+926
| +20% | +$68.7K | 0.07% | 151 |
|
|
2023
Q1 | $362K | Sell |
4,690
-759
| -14% | -$58.5K | 0.06% | 175 |
|
|
2022
Q4 | $456K | Buy |
5,449
+92
| +2% | +$7.69K | 0.08% | 139 |
|
|
2022
Q3 | $420K | Buy |
5,357
+1,723
| +47% | +$135K | 0.11% | 132 |
|
|
2022
Q2 | $281K | Buy |
3,634
+899
| +33% | +$69.5K | 0.07% | 198 |
|
|
2022
Q1 | $232K | Sell |
2,735
-2,190
| -44% | -$186K | 0.04% | 313 |
|
|
2021
Q4 | $460K | Buy |
4,925
+1,190
| +32% | +$111K | 0.06% | 207 |
|
|
2021
Q3 | $293K | Sell |
3,735
-35
| -0.9% | -$2.75K | 0.04% | 277 |
|
|
2021
Q2 | $276K | Buy |
3,770
+45
| +1% | +$3.29K | 0.04% | 276 |
|
|
2021
Q1 | $287K | Buy |
3,725
+912
| +32% | +$70.3K | 0.06% | 253 |
|
|
2020
Q4 | $217K | Buy |
+2,813
| New | +$217K | 0.06% | 248 |
|
|
2019
Q3 | – | Sell |
-1,956
| Closed | -$96K | – | 600 |
|
|
2019
Q2 | $96K | Buy |
1,956
+16
| +0.8% | +$785 | 0.06% | 196 |
|
|
2019
Q1 | $91K | Hold |
1,940
| – | – | 0.06% | 203 |
|
|
2018
Q4 | $81K | Sell |
1,940
-28
| -1% | -$1.17K | 0.06% | 203 |
|
|
2018
Q3 | $79K | Sell |
1,968
-156
| -7% | -$6.26K | 0.05% | 222 |
|
|
2018
Q2 | $86K | Buy |
2,124
+144
| +7% | +$5.83K | 0.05% | 211 |
|
|
2018
Q1 | $77K | Sell |
1,980
-140
| -7% | -$5.44K | 0.05% | 203 |
|
|
2017
Q4 | $79K | Buy |
+2,120
| New | +$79K | 0.06% | 189 |
|