Crewe 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 | $252K | Buy |
3,635
+125
| +4% | +$8.68K | 0.04% | 134 |
|
|
2025
Q1 | $249K | Buy |
3,510
+8
| +0.2% | +$567 | 0.04% | 126 |
|
|
2024
Q4 | $251K | Sell |
3,502
-1,189
| -25% | -$85.2K | 0.03% | 127 |
|
|
2024
Q3 | $397K | Sell |
4,691
-297
| -6% | -$25.1K | 0.05% | 98 |
|
|
2024
Q2 | $353K | Sell |
4,988
-270
| -5% | -$19.1K | 0.04% | 134 |
|
|
2024
Q1 | $336K | Buy |
+5,258
| New | +$336K | 0.04% | 129 |
|
|
2023
Q3 | – | Sell |
-4,158
| Closed | -$309K | – | 809 |
|
|
2023
Q2 | $309K | Sell |
4,158
-1,544
| -27% | -$115K | 0.04% | 107 |
|
|
2023
Q1 | $440K | Sell |
5,702
-391
| -6% | -$30.1K | 0.06% | 92 |
|
|
2022
Q4 | $509K | Sell |
6,093
-1,075
| -15% | -$89.9K | 0.08% | 78 |
|
|
2022
Q3 | $562K | Buy |
7,168
+1,320
| +23% | +$103K | 0.1% | 67 |
|
|
2022
Q2 | $453K | Buy |
5,848
+1,235
| +27% | +$95.7K | 0.1% | 65 |
|
|
2022
Q1 | $391K | Buy |
4,613
+733
| +19% | +$62.1K | 0.08% | 67 |
|
|
2021
Q4 | $362K | Buy |
3,880
+300
| +8% | +$28K | 0.07% | 58 |
|
|
2021
Q3 | $281K | Hold |
3,580
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $262K | Hold |
3,580
| – | – | 0.07% | 53 |
|
|
2021
Q1 | $271K | Hold |
3,580
| – | – | 0.07% | 46 |
|
|
2020
Q4 | $276K | Sell |
3,580
-60
| -2% | -$4.63K | 0.11% | 47 |
|
|
2020
Q3 | $253K | Sell |
3,640
-764
| -17% | -$53.1K | 0.12% | 40 |
|
|
2020
Q2 | $264K | Sell |
4,404
-412
| -9% | -$24.7K | 0.13% | 44 |
|
|
2020
Q1 | $290K | Hold |
4,816
| – | – | 0.17% | 33 |
|
|
2019
Q4 | $292K | Sell |
4,816
-168
| -3% | -$10.2K | 0.13% | 44 |
|
|
2019
Q3 | $290K | Hold |
4,984
| – | – | 0.13% | 41 |
|
|
2019
Q2 | $255K | Sell |
4,984
-412
| -8% | -$21.1K | 0.08% | 75 |
|
|
2019
Q1 | $261K | Hold |
5,396
| – | – | 0.08% | 50 |
|
|
2018
Q4 | $234K | Hold |
5,396
| – | – | 0.07% | 53 |
|
|
2018
Q3 | $226K | Hold |
5,396
| – | – | 0.19% | 50 |
|
|
2018
Q2 | $225K | Sell |
5,396
-244
| -4% | -$10.2K | 0.21% | 50 |
|
|
2018
Q1 | $230K | Hold |
5,640
| – | – | 0.23% | 45 |
|
|
2017
Q4 | $220K | Buy |
+5,640
| New | +$220K | 0.22% | 46 |
|