Creative Planning’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3M | Buy |
897,974
+19,351
| +2% | +$1.34M | 0.05% | 142 |
|
|
2025
Q1 | $62.3M | Buy |
878,623
+40,792
| +5% | +$2.89M | 0.06% | 133 |
|
|
2024
Q4 | $60.1M | Buy |
837,831
+6,661
| +0.8% | +$478K | 0.06% | 126 |
|
|
2024
Q3 | $70.1M | Buy |
831,170
+19,698
| +2% | +$1.66M | 0.07% | 112 |
|
|
2024
Q2 | $57.5M | Buy |
811,472
+53,191
| +7% | +$3.77M | 0.06% | 118 |
|
|
2024
Q1 | $48.5M | Sell |
758,281
-7,846
| -1% | -$501K | 0.05% | 134 |
|
|
2023
Q4 | $46.5M | Sell |
766,127
-148,711
| -16% | -$9.03M | 0.09% | 129 |
|
|
2023
Q3 | $52.4M | Buy |
914,838
+192,804
| +27% | +$11M | 0.07% | 118 |
|
|
2023
Q2 | $53.6M | Buy |
722,034
+11,305
| +2% | +$839K | 0.07% | 111 |
|
|
2023
Q1 | $54.8M | Buy |
710,729
+7,494
| +1% | +$578K | 0.08% | 108 |
|
|
2022
Q4 | $58.8M | Buy |
703,235
+22,366
| +3% | +$1.87M | 0.09% | 103 |
|
|
2022
Q3 | $53.4M | Sell |
680,869
-36,844
| -5% | -$2.89M | 0.09% | 96 |
|
|
2022
Q2 | $55.6M | Buy |
717,713
+57,649
| +9% | +$4.47M | 0.09% | 97 |
|
|
2022
Q1 | $55.9M | Buy |
660,064
+238,006
| +56% | +$20.2M | 0.09% | 102 |
|
|
2021
Q4 | $39.4M | Sell |
422,058
-9,937
| -2% | -$928K | 0.06% | 117 |
|
|
2021
Q3 | $33.9M | Buy |
431,995
+20,408
| +5% | +$1.6M | 0.06% | 118 |
|
|
2021
Q2 | $30.2M | Sell |
411,587
-16,039
| -4% | -$1.18M | 0.05% | 128 |
|
|
2021
Q1 | $32.3M | Buy |
427,626
+195
| +0% | +$14.7K | 0.07% | 115 |
|
|
2020
Q4 | $33M | Buy |
427,431
+321,120
| +302% | +$24.8M | 0.07% | 107 |
|
|
2020
Q3 | $29.5M | Buy |
106,311
+2,137
| +2% | +$592K | 0.08% | 103 |
|
|
2020
Q2 | $25M | Sell |
104,174
-5,030
| -5% | -$1.21M | 0.07% | 102 |
|
|
2020
Q1 | $26.3M | Buy |
109,204
+4,276
| +4% | +$1.03M | 0.09% | 90 |
|
|
2019
Q4 | $25.4M | Sell |
104,928
-6,754
| -6% | -$1.64M | 0.08% | 104 |
|
|
2019
Q3 | $26M | Buy |
111,682
+2,338
| +2% | +$545K | 0.08% | 96 |
|
|
2019
Q2 | $22.4M | Buy |
109,344
+2,222
| +2% | +$455K | 0.08% | 106 |
|
|
2019
Q1 | $20.7M | Sell |
107,122
-1,687
| -2% | -$326K | 0.07% | 100 |
|
|
2018
Q4 | $18.9M | Buy |
108,809
+3,893
| +4% | +$677K | 0.08% | 97 |
|
|
2018
Q3 | $17.6M | Buy |
104,916
+5,940
| +6% | +$996K | 0.07% | 110 |
|
|
2018
Q2 | $16.5M | Sell |
98,976
-1,027
| -1% | -$172K | 0.06% | 108 |
|
|
2018
Q1 | $16.3M | Buy |
100,003
+8,309
| +9% | +$1.36M | 0.07% | 105 |
|
|
2017
Q4 | $14.3M | Buy |
91,694
+3,406
| +4% | +$532K | 0.06% | 117 |
|
|
2017
Q3 | $12.9M | Buy |
88,288
+5,665
| +7% | +$830K | 0.06% | 123 |
|
|
2017
Q2 | $11.6M | Sell |
82,623
-1,251
| -1% | -$175K | 0.06% | 124 |
|
|
2017
Q1 | $10.8M | Buy |
83,874
+1,719
| +2% | +$221K | 0.06% | 122 |
|
|
2016
Q4 | $9.81M | Buy |
82,155
+1,795
| +2% | +$214K | 0.06% | 127 |
|
|
2016
Q3 | $9.83M | Buy |
80,360
+32,078
| +66% | +$3.92M | 0.06% | 119 |
|
|
2016
Q2 | $6.3M | Buy |
48,282
+4,269
| +10% | +$557K | 0.05% | 149 |
|
|
2016
Q1 | $5.21M | Sell |
44,013
-4,372
| -9% | -$517K | 0.04% | 158 |
|
|
2015
Q4 | $5.03M | Sell |
48,385
-986
| -2% | -$102K | 0.04% | 160 |
|
|
2015
Q3 | $4.82M | Buy |
49,371
+2,367
| +5% | +$231K | 0.04% | 164 |
|
|
2015
Q2 | $4.61M | Sell |
47,004
-2,493
| -5% | -$244K | 0.04% | 155 |
|
|
2015
Q1 | $5.15M | Buy |
49,497
+8,340
| +20% | +$868K | 0.05% | 145 |
|
|
2014
Q4 | $4.38M | Buy |
41,157
+6,128
| +17% | +$651K | 0.05% | 155 |
|
|
2014
Q3 | $3.29M | Buy |
35,029
+6,841
| +24% | +$642K | 0.04% | 173 |
|
|
2014
Q2 | $2.89M | Buy |
28,188
+1,825
| +7% | +$187K | 0.04% | 176 |
|
|
2014
Q1 | $2.52M | Buy |
26,363
+8,797
| +50% | +$841K | 0.04% | 167 |
|
|
2013
Q4 | $1.5M | Buy |
17,566
+47
| +0.3% | +$4.02K | 0.03% | 225 |
|
|
2013
Q3 | $1.4M | Buy |
17,519
+2,236
| +15% | +$179K | 0.03% | 204 |
|
|
2013
Q2 | $1.25M | Buy |
+15,283
| New | +$1.25M | 0.03% | 201 |
|