Dynamic Advisor Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
36,287
+2,877
| +9% | +$200K | 0.08% | 257 |
|
|
2025
Q1 | $2.37M | Buy |
33,410
+1,263
| +4% | +$89.5K | 0.08% | 250 |
|
|
2024
Q4 | $2.3M | Buy |
32,147
+1,824
| +6% | +$131K | 0.1% | 190 |
|
|
2024
Q3 | $2.56M | Buy |
30,323
+469
| +2% | +$39.6K | 0.08% | 259 |
|
|
2024
Q2 | $2.11M | Sell |
29,854
-4,263
| -12% | -$302K | 0.07% | 281 |
|
|
2024
Q1 | $2.18M | Sell |
34,117
-13,716
| -29% | -$877K | 0.07% | 286 |
|
|
2023
Q4 | $2.97M | Sell |
47,833
-1,282
| -3% | -$79.6K | 0.11% | 225 |
|
|
2023
Q3 | $2.81M | Buy |
49,115
+4,112
| +9% | +$236K | 0.13% | 185 |
|
|
2023
Q2 | $3.34M | Buy |
45,003
+3,919
| +10% | +$291K | 0.17% | 160 |
|
|
2023
Q1 | $3.17M | Buy |
41,084
+14,132
| +52% | +$1.09M | 0.19% | 151 |
|
|
2022
Q4 | $2.25M | Buy |
26,952
+6,684
| +33% | +$559K | 0.15% | 158 |
|
|
2022
Q3 | $1.59M | Buy |
20,268
+165
| +0.8% | +$12.9K | 0.12% | 183 |
|
|
2022
Q2 | $1.56M | Buy |
20,103
+136
| +0.7% | +$10.5K | 0.12% | 191 |
|
|
2022
Q1 | $1.69M | Sell |
19,967
-8,340
| -29% | -$706K | 0.12% | 182 |
|
|
2021
Q4 | $2.64M | Buy |
28,307
+1,183
| +4% | +$110K | 0.19% | 126 |
|
|
2021
Q3 | $2.13M | Buy |
27,124
+13,547
| +100% | +$1.06M | 0.16% | 156 |
|
|
2021
Q2 | $995K | Buy |
13,577
+70
| +0.5% | +$5.13K | 0.08% | 280 |
|
|
2021
Q1 | $1.02M | Sell |
13,507
-2,783
| -17% | -$210K | 0.09% | 243 |
|
|
2020
Q4 | $1.26M | Buy |
16,290
+2,162
| +15% | +$167K | 0.12% | 195 |
|
|
2020
Q3 | $980K | Buy |
14,128
+2,484
| +21% | +$172K | 0.11% | 210 |
|
|
2020
Q2 | $699K | Buy |
11,644
+576
| +5% | +$34.6K | 0.09% | 229 |
|
|
2020
Q1 | $666K | Sell |
11,068
-120
| -1% | -$7.22K | 0.12% | 197 |
|
|
2019
Q4 | $677K | Buy |
11,188
+1,024
| +10% | +$62K | 0.09% | 248 |
|
|
2019
Q3 | $592K | Buy |
10,164
+264
| +3% | +$15.4K | 0.09% | 247 |
|
|
2019
Q2 | $507K | Buy |
9,900
+2,188
| +28% | +$112K | 0.08% | 259 |
|
|
2019
Q1 | $373K | Sell |
7,712
-4
| -0.1% | -$193 | 0.07% | 266 |
|
|
2018
Q4 | $336K | Buy |
7,716
+2,520
| +48% | +$110K | 0.07% | 266 |
|
|
2018
Q3 | $218K | Buy |
+5,196
| New | +$218K | 0.05% | 355 |
|