Detalus 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 | $486K | Buy |
7,006
+94
| +1% | +$6.53K | 0.14% | 87 |
|
|
2025
Q1 | $490K | Buy |
6,912
+218
| +3% | +$15.5K | 0.15% | 76 |
|
|
2024
Q4 | $480K | Sell |
6,694
-969
| -13% | -$69.5K | 0.16% | 75 |
|
|
2024
Q3 | $648K | Buy |
7,663
+2
| +0% | +$169 | 0.22% | 64 |
|
|
2024
Q2 | $542K | Sell |
7,661
-67
| -0.9% | -$4.74K | 0.19% | 73 |
|
|
2024
Q1 | $494K | Sell |
7,728
-3,986
| -34% | -$255K | 0.18% | 79 |
|
|
2023
Q4 | $712K | Sell |
11,714
-299
| -2% | -$18.2K | 0.28% | 55 |
|
|
2023
Q3 | $688K | Buy |
12,013
+26
| +0.2% | +$1.49K | 0.32% | 57 |
|
|
2023
Q2 | $889K | Buy |
11,987
+24
| +0.2% | +$1.78K | 0.4% | 46 |
|
|
2023
Q1 | $922K | Sell |
11,963
-787
| -6% | -$60.7K | 0.44% | 44 |
|
|
2022
Q4 | $1.07M | Buy |
12,750
+4,718
| +59% | +$394K | 0.52% | 39 |
|
|
2022
Q3 | $630K | Sell |
8,032
-150
| -2% | -$11.8K | 0.38% | 54 |
|
|
2022
Q2 | $634K | Buy |
8,182
+235
| +3% | +$18.2K | 0.37% | 51 |
|
|
2022
Q1 | $673K | Sell |
7,947
-61
| -0.8% | -$5.17K | 0.35% | 49 |
|
|
2021
Q4 | $748K | Sell |
8,008
-3,708
| -32% | -$346K | 0.36% | 46 |
|
|
2021
Q3 | $920K | Buy |
11,716
+4,248
| +57% | +$334K | 0.47% | 38 |
|
|
2021
Q2 | $547K | Buy |
7,468
+1,916
| +35% | +$140K | 0.29% | 63 |
|
|
2021
Q1 | $420K | Buy |
5,552
+211
| +4% | +$16K | 0.25% | 72 |
|
|
2020
Q4 | $412K | Buy |
5,341
+37
| +0.7% | +$2.85K | 0.26% | 68 |
|
|
2020
Q3 | $368K | Buy |
5,304
+20
| +0.4% | +$1.39K | 0.27% | 65 |
|
|
2020
Q2 | $317K | Buy |
5,284
+20
| +0.4% | +$1.2K | 0.25% | 67 |
|
|
2020
Q1 | $317K | Buy |
5,264
+132
| +3% | +$7.95K | 0.29% | 62 |
|
|
2019
Q4 | $311K | Buy |
+5,132
| New | +$311K | 0.23% | 70 |
|