Certified Advisory Corp’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 | $241K | Sell |
3,475
-34
| -1% | -$2.36K | 0.03% | 282 |
|
|
2025
Q1 | $249K | Sell |
3,509
-307
| -8% | -$21.8K | 0.03% | 260 |
|
|
2024
Q4 | $274K | Buy |
3,816
+282
| +8% | +$20.2K | 0.03% | 253 |
|
|
2024
Q3 | $299K | Buy |
3,534
+33
| +0.9% | +$2.79K | 0.03% | 248 |
|
|
2024
Q2 | $248K | Sell |
3,501
-382
| -10% | -$27.1K | 0.03% | 254 |
|
|
2024
Q1 | $248K | Sell |
3,883
-460
| -11% | -$29.4K | 0.03% | 241 |
|
|
2023
Q4 | $264K | Sell |
4,343
-283
| -6% | -$17.2K | 0.04% | 233 |
|
|
2023
Q3 | $265K | Buy |
4,626
+119
| +3% | +$6.82K | 0.05% | 199 |
|
|
2023
Q2 | $334K | Buy |
4,507
+84
| +2% | +$6.23K | 0.06% | 177 |
|
|
2023
Q1 | $341K | Buy |
4,423
+91
| +2% | +$7.01K | 0.06% | 186 |
|
|
2022
Q4 | $362K | Sell |
4,332
-2,278
| -34% | -$190K | 0.07% | 176 |
|
|
2022
Q3 | $518K | Buy |
6,610
+2,309
| +54% | +$181K | 0.12% | 151 |
|
|
2022
Q2 | $333K | Buy |
4,301
+7
| +0.2% | +$542 | 0.07% | 168 |
|
|
2022
Q1 | $364K | Buy |
4,294
+8
| +0.2% | +$678 | 0.08% | 170 |
|
|
2021
Q4 | $400K | Buy |
4,286
+391
| +10% | +$36.5K | 0.09% | 170 |
|
|
2021
Q3 | $306K | Buy |
3,895
+246
| +7% | +$19.3K | 0.07% | 176 |
|
|
2021
Q2 | $267K | Sell |
3,649
-222
| -6% | -$16.2K | 0.07% | 187 |
|
|
2021
Q1 | $293K | Buy |
+3,871
| New | +$293K | 0.08% | 170 |
|
|
2020
Q2 | $242K | Buy |
4,036
+336
| +9% | +$20.1K | 0.08% | 169 |
|
|
2020
Q1 | $223K | Sell |
3,700
-2,356
| -39% | -$142K | 0.09% | 160 |
|
|
2019
Q4 | $367K | Buy |
6,056
+12
| +0.2% | +$727 | 0.12% | 144 |
|
|
2019
Q3 | $352K | Buy |
6,044
+172
| +3% | +$10K | 0.12% | 143 |
|
|
2019
Q2 | $301K | Sell |
5,872
-112
| -2% | -$5.74K | 0.11% | 144 |
|
|
2019
Q1 | $289K | Buy |
5,984
+1,296
| +28% | +$62.6K | 0.12% | 136 |
|
|
2018
Q4 | $204K | Sell |
4,688
-424
| -8% | -$18.5K | 0.11% | 145 |
|
|
2018
Q3 | $214K | Sell |
5,112
-108
| -2% | -$4.52K | 0.1% | 148 |
|
|
2018
Q2 | $218K | Buy |
5,220
+20
| +0.4% | +$835 | 0.12% | 134 |
|
|
2018
Q1 | $212K | Sell |
5,200
-128
| -2% | -$5.22K | 0.13% | 138 |
|
|
2017
Q4 | $208K | Buy |
+5,328
| New | +$208K | 0.15% | 109 |
|