Capital Advisors Inc’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 | $533K | Buy |
7,680
+1
| +0% | +$69 | 0.01% | 197 |
|
|
2025
Q1 | $544K | Sell |
7,679
-35
| -0.5% | -$2.48K | 0.01% | 189 |
|
|
2024
Q4 | $553K | Sell |
7,714
-1,198
| -13% | -$85.9K | 0.01% | 190 |
|
|
2024
Q3 | $753K | Sell |
8,912
-631
| -7% | -$53.3K | 0.02% | 164 |
|
|
2024
Q2 | $676K | Buy |
9,543
+810
| +9% | +$57.4K | 0.01% | 168 |
|
|
2024
Q1 | $558K | Sell |
8,733
-17
| -0.2% | -$1.09K | 0.01% | 188 |
|
|
2023
Q4 | $531K | Sell |
8,750
-400
| -4% | -$24.3K | 0.01% | 198 |
|
|
2023
Q3 | $524K | Buy |
9,150
+335
| +4% | +$19.2K | 0.01% | 168 |
|
|
2023
Q2 | $654K | Buy |
8,815
+652
| +8% | +$48.4K | 0.02% | 159 |
|
|
2023
Q1 | $629K | Buy |
8,163
+8
| +0.1% | +$617 | 0.02% | 161 |
|
|
2022
Q4 | $682K | Sell |
8,155
-175
| -2% | -$14.6K | 0.02% | 162 |
|
|
2022
Q3 | $598K | Buy |
8,330
+391
| +5% | +$28.1K | 0.02% | 159 |
|
|
2022
Q2 | $615K | Buy |
7,939
+1,432
| +22% | +$111K | 0.02% | 161 |
|
|
2022
Q1 | $551K | Hold |
6,507
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $608K | Sell |
6,507
-921
| -12% | -$86.1K | 0.02% | 159 |
|
|
2021
Q3 | $583K | Buy |
7,428
+141
| +2% | +$11.1K | 0.02% | 154 |
|
|
2021
Q2 | $534K | Buy |
7,287
+800
| +12% | +$58.6K | 0.02% | 159 |
|
|
2021
Q1 | $491K | Sell |
6,487
-56
| -0.9% | -$4.24K | 0.02% | 158 |
|
|
2020
Q4 | $505K | Buy |
6,543
+2,711
| +71% | +$209K | 0.02% | 137 |
|
|
2020
Q3 | $266K | Buy |
+3,832
| New | +$266K | 0.01% | 165 |
|
|
2020
Q2 | – | Sell |
-3,448
| Closed | -$207K | – | 201 |
|
|
2020
Q1 | $207K | Sell |
3,448
-1,124
| -25% | -$67.5K | 0.01% | 150 |
|
|
2019
Q4 | $277K | Buy |
+4,572
| New | +$277K | 0.01% | 161 |
|
|
2018
Q4 | – | Sell |
-5,012
| Closed | -$210K | – | 190 |
|
|
2018
Q3 | $210K | Hold |
5,012
| – | – | 0.01% | 176 |
|
|
2018
Q2 | $209K | Hold |
5,012
| – | – | 0.01% | 172 |
|
|
2018
Q1 | $205K | Buy |
+5,012
| New | +$205K | 0.01% | 180 |
|
|
2017
Q4 | – | Sell |
-5,824
| Closed | -$213K | – | 200 |
|
|
2017
Q3 | $213K | Buy |
+5,824
| New | +$213K | 0.01% | 179 |
|