Clearstead 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 | $6.39M | Buy |
91,980
+4,540
| +5% | +$315K | 0.09% | 166 |
|
|
2025
Q1 | $6.2M | Buy |
87,440
+244
| +0.3% | +$17.3K | 0.1% | 154 |
|
|
2024
Q4 | $6.25M | Sell |
87,196
-518
| -0.6% | -$37.1K | 0.09% | 162 |
|
|
2024
Q3 | $7.41M | Buy |
87,714
+4,007
| +5% | +$339K | 0.12% | 148 |
|
|
2024
Q2 | $5.93M | Buy |
83,707
+50,623
| +153% | +$3.58M | 0.1% | 160 |
|
|
2024
Q1 | $2.47M | Buy |
33,084
+10,909
| +49% | +$814K | 0.12% | 136 |
|
|
2023
Q4 | $1.35M | Sell |
22,175
-56,598
| -72% | -$3.44M | 0.07% | 190 |
|
|
2023
Q3 | $4.51M | Buy |
78,773
+48,546
| +161% | +$2.78M | 0.13% | 129 |
|
|
2023
Q2 | $2.24M | Buy |
30,227
+1,372
| +5% | +$102K | 0.14% | 128 |
|
|
2023
Q1 | $2.22M | Buy |
28,855
+1,132
| +4% | +$87.3K | 0.16% | 111 |
|
|
2022
Q4 | $2.32M | Buy |
27,723
+2,923
| +12% | +$244K | 0.18% | 103 |
|
|
2022
Q3 | $1.95M | Sell |
24,800
-16,656
| -40% | -$1.31M | 0.18% | 109 |
|
|
2022
Q2 | $3.21M | Sell |
41,456
-50
| -0.1% | -$3.87K | 0.25% | 82 |
|
|
2022
Q1 | $3.52M | Buy |
41,506
+1,273
| +3% | +$108K | 0.24% | 80 |
|
|
2021
Q4 | $3.76M | Buy |
40,233
+2,180
| +6% | +$204K | 0.26% | 78 |
|
|
2021
Q3 | $2.99M | Sell |
38,053
-2,577
| -6% | -$202K | 0.22% | 89 |
|
|
2021
Q2 | $2.98M | Buy |
40,630
+2,200
| +6% | +$161K | 0.23% | 88 |
|
|
2021
Q1 | $2.91M | Buy |
38,430
+586
| +2% | +$44.3K | 0.24% | 83 |
|
|
2020
Q4 | $2.92M | Buy |
37,844
+10,200
| +37% | +$787K | 0.27% | 74 |
|
|
2020
Q3 | $1.92M | Buy |
27,644
+12,716
| +85% | +$882K | 0.21% | 91 |
|
|
2020
Q2 | $896K | Hold |
14,928
| – | – | 0.1% | 144 |
|
|
2020
Q1 | $898K | Buy |
14,928
+2,000
| +15% | +$120K | 0.13% | 121 |
|
|
2019
Q4 | $783K | Buy |
12,928
+512
| +4% | +$31K | 0.1% | 142 |
|
|
2019
Q3 | $723K | Buy |
12,416
+12
| +0.1% | +$699 | 0.1% | 140 |
|
|
2019
Q2 | $635K | Hold |
12,404
| – | – | 0.08% | 147 |
|
|
2019
Q1 | $599K | Sell |
12,404
-16
| -0.1% | -$773 | 0.08% | 151 |
|
|
2018
Q4 | $540K | Buy |
12,420
+364
| +3% | +$15.8K | 0.08% | 152 |
|
|
2018
Q3 | $505K | Hold |
12,056
| – | – | 0.07% | 151 |
|
|
2018
Q2 | $503K | Buy |
12,056
+56
| +0.5% | +$2.34K | 0.07% | 142 |
|
|
2018
Q1 | $490K | Buy |
12,000
+400
| +3% | +$16.3K | 0.07% | 140 |
|
|
2017
Q4 | $453K | Sell |
11,600
-2,400
| -17% | -$93.7K | 0.06% | 148 |
|
|
2017
Q3 | $513K | Buy |
14,000
+1,600
| +13% | +$58.6K | 0.07% | 152 |
|
|
2017
Q2 | $434K | Buy |
12,400
+800
| +7% | +$28K | 0.06% | 159 |
|
|
2017
Q1 | $372K | Buy |
11,600
+2,100
| +22% | +$67.3K | 0.05% | 160 |
|
|
2016
Q4 | $284K | Buy |
+9,500
| New | +$284K | 0.05% | 171 |
|