CAPTRUST Financial 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 | $28.1M | Sell |
404,654
-9,943
| -2% | -$690K | 0.06% | 245 |
|
|
2025
Q1 | $29.4M | Buy |
414,597
+117,917
| +40% | +$8.36M | 0.07% | 220 |
|
|
2024
Q4 | $21.3M | Sell |
296,680
-468
| -0.2% | -$33.6K | 0.06% | 229 |
|
|
2024
Q3 | $25.1M | Buy |
297,148
+268
| +0.1% | +$22.7K | 0.07% | 201 |
|
|
2024
Q2 | $21M | Buy |
296,880
+12,372
| +4% | +$876K | 0.07% | 216 |
|
|
2024
Q1 | $18.2M | Sell |
284,508
-89,136
| -24% | -$5.7M | 0.07% | 237 |
|
|
2023
Q4 | $22.7M | Buy |
373,644
+1,907
| +0.5% | +$116K | 0.08% | 215 |
|
|
2023
Q3 | $21.3M | Buy |
371,737
+11,226
| +3% | +$643K | 0.08% | 202 |
|
|
2023
Q2 | $26.7M | Buy |
360,511
+7,743
| +2% | +$575K | 0.11% | 160 |
|
|
2023
Q1 | $27.2M | Buy |
352,768
+1,830
| +0.5% | +$141K | 0.12% | 158 |
|
|
2022
Q4 | $29.3M | Buy |
350,938
+9,039
| +3% | +$756K | 0.15% | 143 |
|
|
2022
Q3 | $26.8M | Buy |
341,899
+40,372
| +13% | +$3.17M | 0.16% | 134 |
|
|
2022
Q2 | $23.4M | Buy |
301,527
+6,395
| +2% | +$495K | 0.15% | 138 |
|
|
2022
Q1 | $25M | Buy |
295,132
+54,652
| +23% | +$4.63M | 0.16% | 138 |
|
|
2021
Q4 | $22.5M | Sell |
240,480
-2,714
| -1% | -$253K | 0.15% | 146 |
|
|
2021
Q3 | $19.1M | Buy |
243,194
+90,124
| +59% | +$7.08M | 0.16% | 151 |
|
|
2021
Q2 | $11.2M | Buy |
153,070
+2,731
| +2% | +$200K | 0.1% | 182 |
|
|
2021
Q1 | $11.4M | Buy |
150,339
+17,247
| +13% | +$1.3M | 0.12% | 170 |
|
|
2020
Q4 | $10.3M | Buy |
133,092
+10,604
| +9% | +$818K | 0.14% | 155 |
|
|
2020
Q3 | $8.66M | Sell |
122,488
-5,172
| -4% | -$366K | 0.14% | 158 |
|
|
2020
Q2 | $7.86M | Buy |
127,660
+13,488
| +12% | +$830K | 0.13% | 163 |
|
|
2020
Q1 | $6.23M | Buy |
114,172
+736
| +0.6% | +$40.2K | 0.14% | 164 |
|
|
2019
Q4 | $6.77M | Buy |
113,436
+79,624
| +235% | +$4.75M | 0.11% | 194 |
|
|
2019
Q3 | $1.97M | Sell |
33,812
-1,332
| -4% | -$77.6K | 0.07% | 233 |
|
|
2019
Q2 | $1.8M | Buy |
35,144
+10,588
| +43% | +$542K | 0.07% | 232 |
|
|
2019
Q1 | $1.19M | Sell |
24,556
-2,472
| -9% | -$119K | 0.05% | 254 |
|
|
2018
Q4 | $1.18M | Buy |
27,028
+2,284
| +9% | +$99.3K | 0.06% | 207 |
|
|
2018
Q3 | $1.04M | Sell |
24,744
-404
| -2% | -$16.9K | 0.05% | 218 |
|
|
2018
Q2 | $1.05M | Buy |
25,148
+6,928
| +38% | +$289K | 0.06% | 180 |
|
|
2018
Q1 | $740K | Buy |
18,220
+672
| +4% | +$27.3K | 0.05% | 195 |
|
|
2017
Q4 | $685K | Buy |
17,548
+16,968
| +2,926% | +$662K | 0.04% | 205 |
|
|
2017
Q3 | $22K | Buy |
+580
| New | +$22K | ﹤0.01% | 355 |
|