Capital Advisors Ltd’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 | $142K | Sell |
2,044
-1,080
| -35% | -$75K | 0.02% | 311 |
|
|
2025
Q1 | $221K | Buy |
3,124
+64
| +2% | +$4.53K | 0.03% | 258 |
|
|
2024
Q4 | $219K | Sell |
3,060
-52
| -2% | -$3.72K | 0.03% | 260 |
|
|
2024
Q3 | $263K | Sell |
3,112
-12
| -0.4% | -$1.01K | 0.03% | 242 |
|
|
2024
Q2 | $221K | Buy |
3,124
+105
| +3% | +$7.43K | 0.03% | 260 |
|
|
2024
Q1 | $193K | Buy |
3,019
+135
| +5% | +$8.63K | 0.03% | 276 |
|
|
2023
Q4 | $175K | Buy |
2,884
+117
| +4% | +$7.1K | 0.02% | 278 |
|
|
2023
Q3 | $159K | Sell |
2,767
-150
| -5% | -$8.62K | 0.02% | 277 |
|
|
2023
Q2 | $216K | Buy |
2,917
+939
| +47% | +$69.5K | 0.03% | 242 |
|
|
2023
Q1 | $152K | Sell |
1,978
-920
| -32% | -$70.7K | 0.03% | 271 |
|
|
2022
Q4 | $170K | Buy |
2,898
+803
| +38% | +$47.1K | 0.03% | 254 |
|
|
2022
Q3 | $164K | Buy |
2,095
+120
| +6% | +$9.39K | 0.03% | 259 |
|
|
2022
Q2 | $153K | Sell |
1,975
-59
| -3% | -$4.57K | 0.03% | 268 |
|
|
2022
Q1 | $172K | Sell |
2,034
-841
| -29% | -$71.1K | 0.03% | 255 |
|
|
2021
Q4 | $268K | Buy |
2,875
+15
| +0.5% | +$1.4K | 0.04% | 193 |
|
|
2021
Q3 | $225K | Hold |
2,860
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $210K | Hold |
2,860
| – | – | 0.04% | 197 |
|
|
2021
Q1 | $216K | Buy |
2,860
+2,248
| +367% | +$170K | 0.04% | 170 |
|
|
2020
Q4 | $47K | Sell |
612
-2,248
| -79% | -$173K | 0.01% | 287 |
|
|
2020
Q3 | $198K | Hold |
2,860
| – | – | 0.05% | 156 |
|
|
2020
Q2 | $172K | Hold |
2,860
| – | – | 0.05% | 167 |
|
|
2020
Q1 | $172K | Hold |
2,860
| – | – | 0.05% | 156 |
|
|
2019
Q4 | $173K | Hold |
2,860
| – | – | 0.04% | 163 |
|
|
2019
Q3 | $167K | Sell |
2,860
-312
| -10% | -$18.2K | 0.05% | 158 |
|
|
2019
Q2 | $162K | Buy |
3,172
+580
| +22% | +$29.6K | 0.05% | 164 |
|
|
2019
Q1 | $125K | Hold |
2,592
| – | – | 0.03% | 195 |
|
|
2018
Q4 | $113K | Hold |
2,592
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $109K | Buy |
2,592
+1,980
| +324% | +$83.3K | 0.03% | 212 |
|
|
2018
Q2 | $26K | Hold |
612
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $25K | Hold |
612
| – | – | 0.01% | 264 |
|
|
2017
Q4 | $24K | Hold |
612
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $22K | Hold |
612
| – | – | 0.01% | 274 |
|
|
2017
Q2 | $21K | Hold |
612
| – | – | 0.01% | 280 |
|
|
2017
Q1 | $20K | Hold |
612
| – | – | 0.01% | 261 |
|
|
2016
Q4 | $18K | Buy |
612
+168
| +38% | +$4.94K | 0.01% | 259 |
|
|
2016
Q3 | $14K | Hold |
444
| – | – | 0.01% | 272 |
|
|
2016
Q2 | $14K | Hold |
444
| – | – | 0.01% | 257 |
|
|
2016
Q1 | $13K | Hold |
444
| – | – | 0.01% | 254 |
|
|
2015
Q4 | $12K | Hold |
444
| – | – | 0.01% | 252 |
|
|
2015
Q3 | $11K | Hold |
444
| – | – | 0.01% | 252 |
|
|
2015
Q2 | $11K | Buy |
+444
| New | +$11K | 0.01% | 275 |
|