Cambridge Investment Research Advisors’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 | $36.8M | Sell |
530,471
-22,227
| -4% | -$1.54M | 0.11% | 179 |
|
|
2025
Q1 | $39.2M | Buy |
552,698
+23,979
| +5% | +$1.7M | 0.13% | 149 |
|
|
2024
Q4 | $37.9M | Sell |
528,719
-4,110
| -0.8% | -$295K | 0.13% | 152 |
|
|
2024
Q3 | $45M | Buy |
532,829
+15,947
| +3% | +$1.35M | 0.15% | 128 |
|
|
2024
Q2 | $36.6M | Sell |
516,882
-16,807
| -3% | -$1.19M | 0.14% | 144 |
|
|
2024
Q1 | $34.1M | Buy |
533,689
+22,554
| +4% | +$1.44M | 0.13% | 145 |
|
|
2023
Q4 | $31M | Buy |
511,135
+24,284
| +5% | +$1.47M | 0.13% | 150 |
|
|
2023
Q3 | $27.9M | Buy |
486,851
+10,943
| +2% | +$627K | 0.13% | 152 |
|
|
2023
Q2 | $35.3M | Buy |
475,908
+20,571
| +5% | +$1.53M | 0.16% | 120 |
|
|
2023
Q1 | $35.1M | Buy |
455,337
+3,225
| +0.7% | +$249K | 0.17% | 114 |
|
|
2022
Q4 | $37.8M | Sell |
452,112
-44,156
| -9% | -$3.69M | 0.2% | 98 |
|
|
2022
Q3 | $38.9M | Buy |
496,268
+56,744
| +13% | +$4.45M | 0.22% | 83 |
|
|
2022
Q2 | $34M | Sell |
439,524
-4,720
| -1% | -$366K | 0.18% | 104 |
|
|
2022
Q1 | $37.6M | Buy |
444,244
+42,438
| +11% | +$3.59M | 0.17% | 107 |
|
|
2021
Q4 | $37.5M | Buy |
401,806
+15,876
| +4% | +$1.48M | 0.17% | 117 |
|
|
2021
Q3 | $30.3M | Sell |
385,930
-33,638
| -8% | -$2.64M | 0.15% | 137 |
|
|
2021
Q2 | $30.7M | Buy |
419,568
+14,121
| +3% | +$1.03M | 0.15% | 137 |
|
|
2021
Q1 | $30.7M | Buy |
405,447
+34,005
| +9% | +$2.57M | 0.17% | 124 |
|
|
2020
Q4 | $28.7M | Buy |
371,442
+33,290
| +10% | +$2.57M | 0.17% | 118 |
|
|
2020
Q3 | $23.5M | Buy |
338,152
+4,480
| +1% | +$311K | 0.16% | 139 |
|
|
2020
Q2 | $20M | Buy |
333,672
+20,772
| +7% | +$1.25M | 0.15% | 142 |
|
|
2020
Q1 | $18.8M | Buy |
312,900
+784
| +0.3% | +$47.2K | 0.18% | 121 |
|
|
2019
Q4 | $18.9M | Buy |
312,116
+21,272
| +7% | +$1.29M | 0.15% | 148 |
|
|
2019
Q3 | $16.9M | Buy |
290,844
+25,664
| +10% | +$1.49M | 0.15% | 143 |
|
|
2019
Q2 | $13.6M | Buy |
265,180
+15,928
| +6% | +$816K | 0.12% | 170 |
|
|
2019
Q1 | $12M | Buy |
249,252
+1,324
| +0.5% | +$64K | 0.12% | 177 |
|
|
2018
Q4 | $10.8M | Buy |
247,928
+20,436
| +9% | +$888K | 0.12% | 174 |
|
|
2018
Q3 | $9.53M | Buy |
227,492
+16,864
| +8% | +$707K | 0.09% | 217 |
|
|
2018
Q2 | $8.8M | Sell |
210,628
-4,028
| -2% | -$168K | 0.09% | 208 |
|
|
2018
Q1 | $8.77M | Buy |
214,656
+30,604
| +17% | +$1.25M | 0.1% | 202 |
|
|
2017
Q4 | $7.19M | Buy |
184,052
+19,532
| +12% | +$763K | 0.08% | 232 |
|
|
2017
Q3 | $6.03M | Buy |
164,520
+13,084
| +9% | +$479K | 0.08% | 232 |
|
|
2017
Q2 | $5.31M | Buy |
151,436
+4,416
| +3% | +$155K | 0.08% | 246 |
|
|
2017
Q1 | $4.72M | Buy |
147,020
+3,612
| +3% | +$116K | 0.08% | 241 |
|
|
2016
Q4 | $4.28M | Buy |
143,408
+8,648
| +6% | +$258K | 0.08% | 235 |
|
|
2016
Q3 | $4.12M | Buy |
134,760
+8,556
| +7% | +$262K | 0.08% | 253 |
|
|
2016
Q2 | $4.11M | Buy |
126,204
+20,728
| +20% | +$676K | 0.09% | 215 |
|
|
2016
Q1 | $3.12M | Sell |
105,476
-5,224
| -5% | -$155K | 0.07% | 267 |
|
|
2015
Q4 | $2.88M | Sell |
110,700
-5,400
| -5% | -$140K | 0.07% | 268 |
|
|
2015
Q3 | $2.83M | Sell |
116,100
-6,324
| -5% | -$154K | 0.08% | 236 |
|
|
2015
Q2 | $3M | Sell |
122,424
-4,852
| -4% | -$119K | 0.08% | 239 |
|
|
2015
Q1 | $3.31M | Sell |
127,276
-4,484
| -3% | -$117K | 0.09% | 214 |
|
|
2014
Q4 | $3.5M | Buy |
131,760
+5,184
| +4% | +$138K | 0.11% | 180 |
|
|
2014
Q3 | $2.97M | Sell |
126,576
-3,872
| -3% | -$90.9K | 0.09% | 223 |
|
|
2014
Q2 | $3.34M | Buy |
130,448
+3,516
| +3% | +$90.1K | 0.12% | 167 |
|
|
2014
Q1 | $3.03M | Buy |
126,932
+14,972
| +13% | +$358K | 0.11% | 162 |
|
|
2013
Q4 | $2.4M | Sell |
111,960
-40
| -0% | -$856 | 0.1% | 188 |
|
|
2013
Q3 | $2.24M | Sell |
112,000
-452
| -0.4% | -$9.06K | 0.1% | 197 |
|
|
2013
Q2 | $2.29M | Buy |
+112,452
| New | +$2.29M | 0.12% | 176 |
|