Avidian Wealth Enterprises’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 | $707K | Sell |
10,183
-598
| -6% | -$41.5K | 0.03% | 257 |
|
|
2025
Q1 | $764K | Sell |
10,781
-1,782
| -14% | -$126K | 0.03% | 229 |
|
|
2024
Q4 | $901K | Sell |
12,563
-121
| -1% | -$8.68K | 0.04% | 202 |
|
|
2024
Q3 | $1.07M | Buy |
12,684
+5,050
| +66% | +$427K | 0.05% | 178 |
|
|
2024
Q2 | $541K | Buy |
7,634
+1,251
| +20% | +$88.6K | 0.02% | 269 |
|
|
2024
Q1 | $408K | Buy |
6,383
+1,440
| +29% | +$92K | 0.02% | 295 |
|
|
2023
Q4 | $300K | Buy |
+4,943
| New | +$300K | 0.02% | 339 |
|
|
2023
Q3 | – | Sell |
-4,346
| Closed | -$322K | – | 416 |
|
|
2023
Q2 | $322K | Sell |
4,346
-6,885
| -61% | -$511K | 0.02% | 330 |
|
|
2023
Q1 | $866K | Buy |
11,231
+1,366
| +14% | +$105K | 0.05% | 217 |
|
|
2022
Q4 | $825K | Sell |
9,865
-32
| -0.3% | -$2.68K | 0.05% | 203 |
|
|
2022
Q3 | $776K | Buy |
9,897
+4
| +0% | +$314 | 0.06% | 178 |
|
|
2022
Q2 | $766K | Sell |
9,893
-945
| -9% | -$73.2K | 0.05% | 198 |
|
|
2022
Q1 | $918K | Sell |
10,838
-2,315
| -18% | -$196K | 0.06% | 200 |
|
|
2021
Q4 | $1.23M | Buy |
13,153
+3,179
| +32% | +$297K | 0.08% | 157 |
|
|
2021
Q3 | $783K | Buy |
9,974
+346
| +4% | +$27.2K | 0.06% | 157 |
|
|
2021
Q2 | $706K | Sell |
9,628
-5
| -0.1% | -$367 | 0.05% | 166 |
|
|
2021
Q1 | $728K | Sell |
9,633
-1,108
| -10% | -$83.7K | 0.06% | 158 |
|
|
2020
Q4 | $829K | Buy |
10,741
+345
| +3% | +$26.6K | 0.08% | 129 |
|
|
2020
Q3 | $721K | Sell |
10,396
-48
| -0.5% | -$3.33K | 0.08% | 119 |
|
|
2020
Q2 | $627K | Buy |
10,444
+1,556
| +18% | +$93.4K | 0.08% | 119 |
|
|
2020
Q1 | $535K | Buy |
8,888
+44
| +0.5% | +$2.65K | 0.09% | 100 |
|
|
2019
Q4 | $535K | Buy |
8,844
+4,208
| +91% | +$255K | 0.08% | 108 |
|
|
2019
Q3 | $270K | Buy |
4,636
+116
| +3% | +$6.76K | 0.04% | 159 |
|
|
2019
Q2 | $232K | Buy |
+4,520
| New | +$232K | 0.05% | 135 |
|