Claro 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 | $291K | Sell |
4,196
-1,313
| -24% | -$91.2K | 0.05% | 302 |
|
|
2025
Q1 | $391K | Sell |
5,509
-521
| -9% | -$36.9K | 0.05% | 323 |
|
|
2024
Q4 | $432K | Sell |
6,030
-17,845
| -75% | -$1.28M | 0.06% | 272 |
|
|
2024
Q3 | $2.02M | Buy |
23,875
+2,373
| +11% | +$201K | 0.26% | 74 |
|
|
2024
Q2 | $1.52M | Buy |
21,502
+1,468
| +7% | +$104K | 0.24% | 86 |
|
|
2024
Q1 | $1.28M | Buy |
20,034
+891
| +5% | +$56.9K | 0.22% | 95 |
|
|
2023
Q4 | $1.16M | Sell |
19,143
-142
| -0.7% | -$8.63K | 0.25% | 85 |
|
|
2023
Q3 | $1.1M | Sell |
19,285
-497
| -3% | -$28.5K | 0.28% | 80 |
|
|
2023
Q2 | $1.47M | Buy |
19,782
+372
| +2% | +$27.6K | 0.36% | 57 |
|
|
2023
Q1 | $1.5M | Sell |
19,410
-237
| -1% | -$18.3K | 0.44% | 49 |
|
|
2022
Q4 | $1.64M | Buy |
19,647
+15,534
| +378% | +$1.3M | 0.54% | 42 |
|
|
2022
Q3 | $319K | Hold |
4,113
| – | – | 0.13% | 182 |
|
|
2022
Q2 | $319K | Buy |
4,113
+526
| +15% | +$40.8K | 0.13% | 182 |
|
|
2022
Q1 | $335K | Hold |
3,587
| – | – | 0.12% | 186 |
|
|
2021
Q4 | $335K | Buy |
3,587
+146
| +4% | +$13.6K | 0.12% | 186 |
|
|
2021
Q3 | $270K | Buy |
3,441
+229
| +7% | +$18K | 0.11% | 190 |
|
|
2021
Q2 | $235K | Sell |
3,212
-42
| -1% | -$3.07K | 0.11% | 203 |
|
|
2021
Q1 | $246K | Sell |
3,254
-156
| -5% | -$11.8K | 0.12% | 179 |
|
|
2020
Q4 | $263K | Buy |
3,410
+98
| +3% | +$7.56K | 0.14% | 166 |
|
|
2020
Q3 | $230K | Sell |
3,312
-368
| -10% | -$25.6K | 0.15% | 169 |
|
|
2020
Q2 | $221K | Buy |
3,680
+264
| +8% | +$15.9K | 0.15% | 165 |
|
|
2020
Q1 | $206K | Buy |
3,416
+60
| +2% | +$3.62K | 0.19% | 146 |
|
|
2019
Q4 | $203K | Sell |
3,356
-368
| -10% | -$22.3K | 0.16% | 165 |
|
|
2019
Q3 | $217K | Buy |
+3,724
| New | +$217K | 0.19% | 145 |
|
|
2019
Q1 | – | Sell |
-416
| Closed | -$17K | – | 656 |
|
|
2018
Q4 | $17K | Buy |
+416
| New | +$17K | 0.01% | 580 |
|