Exencial Wealth 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 | $925K | Buy |
13,330
+271
| +2% | +$18.8K | 0.03% | 291 |
|
|
2025
Q1 | $926K | Buy |
13,059
+979
| +8% | +$69.4K | 0.03% | 288 |
|
|
2024
Q4 | $866K | Buy |
12,080
+160
| +1% | +$11.5K | 0.03% | 297 |
|
|
2024
Q3 | $1.01M | Sell |
11,920
-13
| -0.1% | -$1.1K | 0.04% | 271 |
|
|
2024
Q2 | $845K | Buy |
11,933
+1,052
| +10% | +$74.5K | 0.03% | 290 |
|
|
2024
Q1 | $695K | Buy |
10,881
+1,365
| +14% | +$87.2K | 0.03% | 312 |
|
|
2023
Q4 | $578K | Buy |
9,516
+2,371
| +33% | +$144K | 0.02% | 323 |
|
|
2023
Q3 | $409K | Sell |
7,145
-453
| -6% | -$26K | 0.02% | 315 |
|
|
2023
Q2 | $564K | Sell |
7,598
-200
| -3% | -$14.8K | 0.03% | 281 |
|
|
2023
Q1 | $601K | Sell |
7,798
-82
| -1% | -$6.32K | 0.03% | 255 |
|
|
2022
Q4 | $659K | Buy |
7,880
+1,118
| +17% | +$93.5K | 0.04% | 251 |
|
|
2022
Q3 | $530K | Buy |
6,762
+37
| +0.6% | +$2.9K | 0.03% | 270 |
|
|
2022
Q2 | $521K | Buy |
6,725
+3,664
| +120% | +$284K | 0.03% | 272 |
|
|
2022
Q1 | $259K | Sell |
3,061
-3,417
| -53% | -$289K | 0.01% | 382 |
|
|
2021
Q4 | $605K | Buy |
6,478
+551
| +9% | +$51.5K | 0.03% | 281 |
|
|
2021
Q3 | $465K | Sell |
5,927
-293
| -5% | -$23K | 0.02% | 247 |
|
|
2021
Q2 | $456K | Buy |
6,220
+570
| +10% | +$41.8K | 0.02% | 326 |
|
|
2021
Q1 | $427K | Buy |
5,650
+622
| +12% | +$47K | 0.03% | 297 |
|
|
2020
Q4 | $388K | Sell |
5,028
-8
| -0.2% | -$617 | 0.03% | 271 |
|
|
2020
Q3 | $349K | Buy |
5,036
+168
| +3% | +$11.6K | 0.02% | 288 |
|
|
2020
Q2 | $292K | Sell |
4,868
-172
| -3% | -$10.3K | 0.03% | 271 |
|
|
2020
Q1 | $303K | Buy |
5,040
+244
| +5% | +$14.7K | 0.05% | 189 |
|
|
2019
Q4 | $290K | Sell |
4,796
-492
| -9% | -$29.8K | 0.05% | 216 |
|
|
2019
Q3 | $308K | Buy |
5,288
+956
| +22% | +$55.7K | 0.07% | 195 |
|
|
2019
Q2 | $222K | Sell |
4,332
-192
| -4% | -$9.84K | 0.05% | 212 |
|
|
2019
Q1 | $219K | Buy |
+4,524
| New | +$219K | 0.05% | 211 |
|