Dana Investment 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 | $3.84M | Sell |
55,348
-975
| -2% | -$67.7K | 0.13% | 195 |
|
|
2025
Q1 | $3.99M | Sell |
56,323
-183,451
| -77% | -$13M | 0.14% | 179 |
|
|
2024
Q4 | $17.2M | Sell |
239,774
-7,499
| -3% | -$538K | 0.57% | 38 |
|
|
2024
Q3 | $20.9M | Sell |
247,273
-8,931
| -3% | -$755K | 0.69% | 28 |
|
|
2024
Q2 | $18.1M | Sell |
256,204
-8,974
| -3% | -$635K | 0.61% | 35 |
|
|
2024
Q1 | $16.9M | Sell |
265,178
-2,929
| -1% | -$187K | 0.56% | 39 |
|
|
2023
Q4 | $16.3M | Buy |
268,107
+4,269
| +2% | +$259K | 0.79% | 36 |
|
|
2023
Q3 | $15.1M | Buy |
263,838
+4,098
| +2% | +$235K | 0.77% | 41 |
|
|
2023
Q2 | $19.3M | Sell |
259,740
-8,139
| -3% | -$604K | 0.95% | 31 |
|
|
2023
Q1 | $20.6M | Buy |
267,879
+789
| +0.3% | +$60.8K | 1.05% | 30 |
|
|
2022
Q4 | $22.3M | Sell |
267,090
-2,015
| -0.7% | -$168K | 1.17% | 29 |
|
|
2022
Q3 | $21.1M | Sell |
269,105
-22,305
| -8% | -$1.75M | 1.2% | 27 |
|
|
2022
Q2 | $22.6M | Sell |
291,410
-6,925
| -2% | -$536K | 1.14% | 30 |
|
|
2022
Q1 | $25.3M | Buy |
298,335
+14,301
| +5% | +$1.21M | 1.17% | 30 |
|
|
2021
Q4 | $26.5M | Sell |
284,034
-22,511
| -7% | -$2.1M | 1.15% | 31 |
|
|
2021
Q3 | $24.1M | Sell |
306,545
-14,945
| -5% | -$1.17M | 1.09% | 38 |
|
|
2021
Q2 | $23.6M | Buy |
321,490
+742
| +0.2% | +$54.4K | 1.05% | 41 |
|
|
2021
Q1 | $24.3M | Sell |
320,748
-4,779
| -1% | -$361K | 1.12% | 38 |
|
|
2020
Q4 | $25.1M | Sell |
325,527
-21,449
| -6% | -$1.65M | 1.25% | 27 |
|
|
2020
Q3 | $24.1M | Sell |
346,976
-46,812
| -12% | -$3.25M | 1.31% | 28 |
|
|
2020
Q2 | $23.6M | Sell |
393,788
-50,068
| -11% | -$3.01M | 1.28% | 27 |
|
|
2020
Q1 | $26.7M | Sell |
443,856
-29,588
| -6% | -$1.78M | 1.63% | 16 |
|
|
2019
Q4 | $28.7M | Buy |
473,444
+220,180
| +87% | +$13.3M | 1.38% | 34 |
|
|
2019
Q3 | $14.8M | Sell |
253,264
-10,456
| -4% | -$609K | 0.75% | 50 |
|
|
2019
Q2 | $13.5M | Sell |
263,720
-10,596
| -4% | -$543K | 0.67% | 57 |
|
|
2019
Q1 | $13.3M | Buy |
274,316
+224,660
| +452% | +$10.9M | 0.63% | 63 |
|
|
2018
Q4 | $2.16M | Buy |
49,656
+5,040
| +11% | +$219K | 0.11% | 127 |
|
|
2018
Q3 | $1.87M | Buy |
44,616
+3,348
| +8% | +$140K | 0.08% | 190 |
|
|
2018
Q2 | $1.72M | Sell |
41,268
-5,496
| -12% | -$229K | 0.08% | 195 |
|
|
2018
Q1 | $1.91M | Sell |
46,764
-2,604
| -5% | -$106K | 0.09% | 185 |
|
|
2017
Q4 | $1.93M | Sell |
49,368
-224
| -0.5% | -$8.75K | 0.08% | 182 |
|
|
2017
Q3 | $1.82M | Sell |
49,592
-824
| -2% | -$30.2K | 0.08% | 191 |
|
|
2017
Q2 | $1.77M | Sell |
50,416
-936
| -2% | -$32.8K | 0.08% | 194 |
|
|
2017
Q1 | $1.65M | Sell |
51,352
-78,180
| -60% | -$2.51M | 0.08% | 203 |
|
|
2016
Q4 | $3.87M | Buy |
129,532
+39,188
| +43% | +$1.17M | 0.18% | 113 |
|
|
2016
Q3 | $2.76M | Sell |
90,344
-44,184
| -33% | -$1.35M | 0.13% | 117 |
|
|
2016
Q2 | $4.39M | Sell |
134,528
-5,720
| -4% | -$186K | 0.19% | 108 |
|
|
2016
Q1 | $4.15M | Buy |
140,248
+125,280
| +837% | +$3.71M | 0.19% | 110 |
|
|
2015
Q4 | $3.74K | Sell |
14,968
-126,944
| -89% | -$31.7K | 0.18% | 113 |
|
|
2015
Q3 | $3.46M | Buy |
141,912
+1,664
| +1% | +$40.6K | 0.16% | 110 |
|
|
2015
Q2 | $3.44M | Sell |
140,248
-107,384
| -43% | -$2.63M | 0.16% | 111 |
|
|
2015
Q1 | $6.44M | Sell |
247,632
-37,656
| -13% | -$980K | 0.31% | 79 |
|
|
2014
Q4 | $7.58M | Buy |
285,288
+51,636
| +22% | +$1.37M | 0.31% | 89 |
|
|
2014
Q3 | $5.48M | Sell |
233,652
-4,936
| -2% | -$116K | 0.32% | 77 |
|
|
2014
Q2 | $6.11M | Buy |
238,588
+9,536
| +4% | +$244K | 0.36% | 71 |
|
|
2014
Q1 | $5.48M | Sell |
229,052
-645,168
| -74% | -$15.4M | 0.34% | 83 |
|
|
2013
Q4 | $18.7M | Sell |
874,220
-56,368
| -6% | -$1.21M | 1.2% | 36 |
|
|
2013
Q3 | $18.6M | Sell |
930,588
-46,252
| -5% | -$927K | 1.34% | 27 |
|
|
2013
Q2 | $19.9M | Buy |
+976,840
| New | +$19.9M | 1.51% | 15 |
|