Capital Asset Advisory Services’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 | $1.79M | Buy |
24,482
+407
| +2% | +$29.7K | 0.08% | 113 |
|
|
2025
Q1 | $1.7M | Sell |
24,075
-4,851
| -17% | -$342K | 0.09% | 115 |
|
|
2024
Q4 | $2.08M | Buy |
28,926
+798
| +3% | +$57.4K | 0.1% | 113 |
|
|
2024
Q3 | $2.26M | Buy |
28,128
+1,432
| +5% | +$115K | 0.11% | 108 |
|
|
2024
Q2 | $1.93M | Sell |
26,696
-1,020
| -4% | -$73.6K | 0.1% | 110 |
|
|
2024
Q1 | $1.78M | Buy |
27,716
+4,989
| +22% | +$320K | 0.1% | 111 |
|
|
2023
Q4 | $1.38M | Buy |
22,727
+6,361
| +39% | +$386K | 0.09% | 122 |
|
|
2023
Q3 | $876K | Buy |
16,366
+4,256
| +35% | +$228K | 0.06% | 135 |
|
|
2023
Q2 | $886K | Buy |
12,110
+1,045
| +9% | +$76.5K | 0.06% | 137 |
|
|
2023
Q1 | $853K | Buy |
11,065
+1,492
| +16% | +$115K | 0.06% | 137 |
|
|
2022
Q4 | $802K | Buy |
9,573
+2,270
| +31% | +$190K | 0.06% | 152 |
|
|
2022
Q3 | $573K | Buy |
7,303
+3,014
| +70% | +$236K | 0.07% | 150 |
|
|
2022
Q2 | $332K | Sell |
4,289
-2,358
| -35% | -$183K | 0.04% | 294 |
|
|
2022
Q1 | $563K | Sell |
6,647
-3,600
| -35% | -$305K | 0.06% | 232 |
|
|
2021
Q4 | $957K | Sell |
10,247
-75
| -0.7% | -$7K | 0.1% | 145 |
|
|
2021
Q3 | $810K | Buy |
10,322
+939
| +10% | +$73.7K | 0.09% | 172 |
|
|
2021
Q2 | $688K | Buy |
9,383
+1,474
| +19% | +$108K | 0.08% | 190 |
|
|
2021
Q1 | $598K | Buy |
7,909
+351
| +5% | +$26.5K | 0.09% | 213 |
|
|
2020
Q4 | $583K | Sell |
7,558
-8,298
| -52% | -$640K | 0.1% | 174 |
|
|
2020
Q3 | $1.1M | Sell |
15,856
-160
| -1% | -$11.1K | 0.23% | 76 |
|
|
2020
Q2 | $1.11M | Buy |
16,016
+276
| +2% | +$19.2K | 0.24% | 77 |
|
|
2020
Q1 | $906K | Buy |
15,740
+1,896
| +14% | +$109K | 0.24% | 76 |
|
|
2019
Q4 | $942K | Buy |
+13,844
| New | +$942K | 0.22% | 85 |
|