Aviance Capital 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 | $629K | Buy |
9,059
+79
| +0.9% | +$5.48K | 0.08% | 199 |
|
|
2025
Q1 | $637K | Sell |
8,980
-215
| -2% | -$15.2K | 0.09% | 196 |
|
|
2024
Q4 | $659K | Sell |
9,195
-780
| -8% | -$55.9K | 0.09% | 185 |
|
|
2024
Q3 | $843K | Sell |
9,975
-242
| -2% | -$20.5K | 0.11% | 177 |
|
|
2024
Q2 | $723K | Buy |
10,217
+36
| +0.4% | +$2.55K | 0.1% | 177 |
|
|
2024
Q1 | $651K | Sell |
10,181
-321
| -3% | -$20.5K | 0.1% | 188 |
|
|
2023
Q4 | $638K | Hold |
10,502
| – | – | 0.14% | 154 |
|
|
2023
Q3 | $602K | Sell |
10,502
-1,072
| -9% | -$61.4K | 0.14% | 156 |
|
|
2023
Q2 | $859K | Sell |
11,574
-734
| -6% | -$54.5K | 0.18% | 142 |
|
|
2023
Q1 | $949K | Buy |
12,308
+4
| +0% | +$308 | 0.21% | 129 |
|
|
2022
Q4 | $1.03M | Buy |
12,304
+970
| +9% | +$81.1K | 0.24% | 119 |
|
|
2022
Q3 | $889K | Sell |
11,334
-1,382
| -11% | -$108K | 0.22% | 129 |
|
|
2022
Q2 | $985K | Sell |
12,716
-818
| -6% | -$63.4K | 0.22% | 132 |
|
|
2022
Q1 | $1.15M | Buy |
13,534
+316
| +2% | +$26.8K | 0.21% | 128 |
|
|
2021
Q4 | $1.23M | Sell |
13,218
-995
| -7% | -$92.9K | 0.21% | 122 |
|
|
2021
Q3 | $1.12M | Sell |
14,213
-665
| -4% | -$52.2K | 0.2% | 136 |
|
|
2021
Q2 | $1.09M | Buy |
14,878
+434
| +3% | +$31.8K | 0.19% | 132 |
|
|
2021
Q1 | $1.09M | Buy |
14,444
+222
| +2% | +$16.8K | 0.21% | 132 |
|
|
2020
Q4 | $1.1M | Buy |
14,222
+2
| +0% | +$154 | 0.22% | 120 |
|
|
2020
Q3 | $987K | Sell |
14,220
-120
| -0.8% | -$8.33K | 0.22% | 117 |
|
|
2020
Q2 | $861K | Buy |
14,340
+488
| +4% | +$29.3K | 0.21% | 120 |
|
|
2020
Q1 | $833K | Sell |
13,852
-744
| -5% | -$44.7K | 0.26% | 97 |
|
|
2019
Q4 | $884K | Buy |
14,596
+2,000
| +16% | +$121K | 0.23% | 119 |
|
|
2019
Q3 | $734K | Sell |
12,596
-4,000
| -24% | -$233K | 0.22% | 126 |
|
|
2019
Q2 | $850K | Hold |
16,596
| – | – | 0.23% | 119 |
|
|
2019
Q1 | $802K | Buy |
16,596
+4,120
| +33% | +$199K | 0.23% | 126 |
|
|
2018
Q4 | $542K | Buy |
12,476
+60
| +0.5% | +$2.61K | 0.19% | 136 |
|
|
2018
Q3 | $520K | Hold |
12,416
| – | – | 0.13% | 162 |
|
|
2018
Q2 | $518K | Hold |
12,416
| – | – | 0.15% | 165 |
|
|
2018
Q1 | $506K | Hold |
12,416
| – | – | 0.15% | 158 |
|
|
2017
Q4 | $485K | Hold |
12,416
| – | – | 0.16% | 155 |
|
|
2017
Q3 | $455K | Hold |
12,416
| – | – | 0.15% | 165 |
|
|
2017
Q2 | $435K | Sell |
12,416
-3,572
| -22% | -$125K | 0.14% | 169 |
|
|
2017
Q1 | $513K | Sell |
15,988
-1,600
| -9% | -$51.3K | 0.19% | 136 |
|
|
2016
Q4 | $525K | Hold |
17,588
| – | – | 0.19% | 130 |
|
|
2016
Q3 | $538K | Buy |
17,588
+416
| +2% | +$12.7K | 0.19% | 127 |
|
|
2016
Q2 | $560K | Buy |
17,172
+3,440
| +25% | +$112K | 0.21% | 119 |
|
|
2016
Q1 | $406K | Sell |
13,732
-1,468
| -10% | -$43.4K | 0.14% | 140 |
|
|
2015
Q4 | $395K | Buy |
15,200
+1,600
| +12% | +$41.6K | 0.14% | 145 |
|
|
2015
Q3 | $332K | Sell |
13,600
-10,928
| -45% | -$267K | 0.14% | 150 |
|
|
2015
Q2 | $601K | Hold |
24,528
| – | – | 0.22% | 130 |
|
|
2015
Q1 | $638K | Buy |
24,528
+2,800
| +13% | +$72.8K | 0.23% | 131 |
|
|
2014
Q4 | $577K | Hold |
21,728
| – | – | 0.22% | 134 |
|
|
2014
Q3 | $510K | Buy |
21,728
+5,728
| +36% | +$134K | 0.19% | 153 |
|
|
2014
Q2 | $410K | Sell |
16,000
-800
| -5% | -$20.5K | 0.16% | 163 |
|
|
2014
Q1 | $402K | Sell |
16,800
-1,200
| -7% | -$28.7K | 0.17% | 152 |
|
|
2013
Q4 | $385K | Buy |
18,000
+400
| +2% | +$8.56K | 0.16% | 156 |
|
|
2013
Q3 | $353K | Buy |
+17,600
| New | +$353K | 0.17% | 156 |
|