BLB&B Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.33M | Sell |
46,606
-13,981
| -23% | -$1.24M | 0.18% | 66 |
|
|
2025
Q4 | $4.86M | Sell |
60,587
-144,565
| -70% | -$12M | 0.2% | 65 |
|
|
2025
Q3 | $15.5M | Buy |
205,152
+7,768
| +4% | +$568K | 0.67% | 36 |
|
|
2025
Q2 | $13.7M | Buy |
197,384
+1,702
| +0.9% | +$118K | 0.64% | 39 |
|
|
2025
Q1 | $13.9M | Buy |
195,682
+7,657
| +4% | +$540K | 0.71% | 33 |
|
|
2024
Q4 | $13.5M | Buy |
188,025
+1,105
| +0.6% | +$85.8K | 0.69% | 36 |
|
|
2024
Q3 | $15.8M | Sell |
186,920
-1,295
| -0.7% | -$101K | 0.81% | 30 |
|
|
2024
Q2 | $13.3M | Sell |
188,215
-7,437
| -4% | -$528K | 0.73% | 31 |
|
|
2024
Q1 | $12.5M | Sell |
195,652
-9,832
| -5% | -$576K | 0.71% | 36 |
|
|
2023
Q4 | $12.5M | Buy |
205,484
+47,712
| +30% | +$2.72M | 0.79% | 30 |
|
|
2023
Q3 | $9.04M | Buy |
157,772
+5,460
| +4% | +$378K | 0.65% | 38 |
|
|
2023
Q2 | $11.3M | Buy |
152,312
+1,508
| +1% | +$114K | 0.79% | 31 |
|
|
2023
Q1 | $11.6M | Buy |
150,804
+1,688
| +1% | +$130K | 0.87% | 28 |
|
|
2022
Q4 | $12.5M | Sell |
149,116
-3,130
| -2% | -$253K | 0.97% | 23 |
|
|
2022
Q3 | $11.9M | Buy |
152,246
+1,105
| +0.7% | +$93.7K | 0.99% | 25 |
|
|
2022
Q2 | $11.7M | Buy |
151,141
+3,456
| +2% | +$263K | 0.93% | 28 |
|
|
2022
Q1 | $12.5M | Buy |
147,685
+6,212
| +4% | +$498K | 0.84% | 30 |
|
|
2021
Q4 | $13.2M | Sell |
141,473
-286
| -0.2% | -$24.7K | 0.86% | 31 |
|
|
2021
Q3 | $11.1M | Buy |
141,759
+439
| +0.3% | +$35.4K | 0.74% | 36 |
|
|
2021
Q2 | $10.4M | Buy |
141,320
+3,092
| +2% | +$232K | 0.75% | 34 |
|
|
2021
Q1 | $10.5M | Sell |
138,228
-2,559
| -2% | -$200K | 0.82% | 30 |
|
|
2020
Q4 | $10.9M | Buy |
140,787
+10,771
| +8% | +$806K | 0.88% | 28 |
|
|
2020
Q3 | $9.02M | Buy |
130,016
+1,176
| +0.9% | +$81.2K | 0.91% | 29 |
|
|
2020
Q2 | $7.74M | Buy |
128,840
+7,724
| +6% | +$462K | 0.84% | 31 |
|
|
2020
Q1 | $7.29M | Buy |
121,116
+1,020
| +0.8% | +$64.1K | 0.95% | 28 |
|
|
2019
Q4 | $7.27M | Buy |
120,096
+5,416
| +5% | +$316K | 0.76% | 34 |
|
|
2019
Q3 | $6.68M | Buy |
114,680
+6,284
| +6% | +$340K | 0.75% | 36 |
|
|
2019
Q2 | $5.55M | Buy |
108,396
+2,496
| +2% | +$123K | 0.64% | 42 |
|
|
2019
Q1 | $5.12M | Buy |
105,900
+3,848
| +4% | +$176K | 0.6% | 42 |
|
|
2018
Q4 | $4.43M | Buy |
102,052
+2,068
| +2% | +$90.4K | 0.61% | 46 |
|
|
2018
Q3 | $4.19M | Buy |
99,984
+6,888
| +7% | +$293K | 0.52% | 55 |
|
|
2018
Q2 | $3.89M | Buy |
93,096
+4,040
| +5% | +$163K | 0.53% | 56 |
|
|
2018
Q1 | $3.64M | Buy |
89,056
+8,684
| +11% | +$335K | 0.49% | 61 |
|
|
2017
Q4 | $3.14M | Sell |
80,372
-920
| -1% | -$35.5K | 0.45% | 66 |
|
|
2017
Q3 | $2.98M | Buy |
81,292
+824
| +1% | +$30.2K | 0.46% | 67 |
|
|
2017
Q2 | $2.82M | Buy |
80,468
+1,896
| +2% | +$64.8K | 0.47% | 69 |
|
|
2017
Q1 | $2.52M | Sell |
78,572
-5,148
| -6% | -$162K | 0.43% | 73 |
|
|
2016
Q4 | $2.5M | Buy |
83,720
+2,600
| +3% | +$77.7K | 0.44% | 73 |
|
|
2016
Q3 | $2.48M | Sell |
81,120
-3,848
| -5% | -$121K | 0.45% | 71 |
|
|
2016
Q2 | $2.76M | Sell |
84,968
-36
| -0% | -$1.08K | 0.52% | 56 |
|
|
2016
Q1 | $2.52M | Buy |
85,004
+600
| +0.7% | +$16.8K | 0.51% | 61 |
|
|
2015
Q4 | $2.19M | Buy |
84,404
+400
| +0.5% | +$10.1K | 0.46% | 71 |
|
|
2015
Q3 | $2.05M | Buy |
84,004
+3,176
| +4% | +$80.8K | 0.45% | 70 |
|
|
2015
Q2 | $1.98M | Buy |
80,828
+3,936
| +5% | +$100K | 0.41% | 73 |
|
|
2015
Q1 | $2M | Buy |
76,892
+6,600
| +9% | +$174K | 0.42% | 71 |
|
|
2014
Q4 | $1.87M | Sell |
70,292
-22,844
| -25% | -$577K | 0.4% | 70 |
|
|
2014
Q3 | $2.19M | Sell |
93,136
-2,676
| -3% | -$64.6K | 0.47% | 58 |
|
|
2014
Q2 | $2.46M | Sell |
95,812
-7,328
| -7% | -$178K | 0.52% | 58 |
|
|
2014
Q1 | $2.47M | Buy |
103,140
+7,520
| +8% | +$170K | 0.54% | 54 |
|
|
2013
Q4 | $2.05M | Buy |
95,620
+2,928
| +3% | +$61.7K | 0.49% | 59 |
|
|
2013
Q3 | $1.86M | Sell |
92,692
-5,340
| -5% | -$110K | 0.49% | 58 |
|
|
2013
Q2 | $2M | Buy |
+98,032
| New | +$1.94M | 0.56% | 53 |
|
Other funds holding NEE
VCM
VPM
