FDx Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,741
| Closed | -$268K | – | 184 |
|
|
2024
Q4 | $268K | Sell |
3,741
-501
| -12% | -$38.9K | 0.08% | 145 |
|
|
2024
Q3 | $359K | Sell |
4,242
-251
| -6% | -$19.6K | 0.1% | 128 |
|
|
2024
Q2 | $318K | Sell |
4,493
-34,095
| -88% | -$2.42M | 0.09% | 134 |
|
|
2024
Q1 | $2.47M | Sell |
38,588
-1,285
| -3% | -$75.3K | 0.37% | 79 |
|
|
2023
Q4 | $2.42M | Sell |
39,873
-4,226
| -10% | -$241K | 0.19% | 121 |
|
|
2023
Q3 | $2.53M | Sell |
44,099
-32,300
| -42% | -$2.24M | 0.21% | 111 |
|
|
2023
Q2 | $5.67M | Sell |
76,399
-74,802
| -49% | -$5.66M | 0.31% | 84 |
|
|
2023
Q1 | $12.6M | Hold |
151,201
| – | – | 0.55% | 42 |
|
|
2022
Q4 | $12.6M | Buy |
151,201
+4,246
| +3% | +$343K | 0.55% | 42 |
|
|
2022
Q3 | $11.5M | Sell |
146,955
-5,108
| -3% | -$433K | 0.52% | 45 |
|
|
2022
Q2 | $11.8M | Sell |
152,063
-10,070
| -6% | -$767K | 0.44% | 50 |
|
|
2022
Q1 | $13.7M | Sell |
162,133
-50,915
| -24% | -$4.08M | 0.47% | 46 |
|
|
2021
Q4 | $19.9M | Buy |
213,048
+6,395
| +3% | +$553K | 0.55% | 41 |
|
|
2021
Q3 | $16.2M | Sell |
206,653
-4,341
| -2% | -$350K | 0.52% | 44 |
|
|
2021
Q2 | $15.5M | Buy |
210,994
+18,799
| +10% | +$1.41M | 0.51% | 42 |
|
|
2021
Q1 | $14.5M | Sell |
192,195
-16,515
| -8% | -$1.29M | 0.55% | 41 |
|
|
2020
Q4 | $16.1M | Buy |
208,710
+10,194
| +5% | +$763K | 0.66% | 37 |
|
|
2020
Q3 | $13.8M | Buy |
198,516
+64,892
| +49% | +$4.48M | 0.64% | 36 |
|
|
2020
Q2 | $8.02M | Sell |
133,624
-9,464
| -7% | -$566K | 0.42% | 57 |
|
|
2020
Q1 | $8.61M | Buy |
143,088
+9,576
| +7% | +$602K | 0.56% | 47 |
|
|
2019
Q4 | $8.08M | Buy |
133,512
+42,160
| +46% | +$2.46M | 0.45% | 55 |
|
|
2019
Q3 | $5.32M | Sell |
91,352
-2,516
| -3% | -$136K | 0.37% | 64 |
|
|
2019
Q2 | $4.81M | Buy |
93,868
+4,460
| +5% | +$219K | 0.19% | 108 |
|
|
2019
Q1 | $4.32M | Buy |
89,408
+96
| +0.1% | +$4.39K | 0.18% | 104 |
|
|
2018
Q4 | $3.88M | Sell |
89,312
-25,952
| -23% | -$1.13M | 0.32% | 54 |
|
|
2018
Q3 | $4.83M | Buy |
115,264
+16,120
| +16% | +$686K | 0.18% | 93 |
|
|
2018
Q2 | $4.14M | Buy |
99,144
+4,516
| +5% | +$182K | 0.15% | 109 |
|
|
2018
Q1 | $3.86M | Buy |
94,628
+3,368
| +4% | +$130K | 0.12% | 143 |
|
|
2017
Q4 | $3.56M | Sell |
91,260
-50,020
| -35% | -$1.93M | 0.1% | 176 |
|
|
2017
Q3 | $5.18M | Buy |
141,280
+15,684
| +12% | +$575K | 0.14% | 117 |
|
|
2017
Q2 | $4.4M | Buy |
125,596
+1,084
| +0.9% | +$37.1K | 0.13% | 135 |
|
|
2017
Q1 | $4M | Buy |
124,512
+16,176
| +15% | +$509K | 0.12% | 156 |
|
|
2016
Q4 | $3.23M | Buy |
108,336
+73,732
| +213% | +$2.2M | 0.09% | 202 |
|
|
2016
Q3 | $1.06M | Buy |
34,604
+5,660
| +20% | +$178K | 0.04% | 375 |
|
|
2016
Q2 | $944K | Buy |
28,944
+1,928
| +7% | +$57.9K | 0.04% | 386 |
|
|
2016
Q1 | $799K | Buy |
27,016
+1,860
| +7% | +$52.2K | 0.04% | 441 |
|
|
2015
Q4 | $653K | Buy |
+25,156
| New | +$636K | 0.03% | 474 |
|
|
2015
Q3 | – | Sell |
-11,900
| Closed | -$292K | – | 829 |
|
|
2015
Q2 | $292K | Sell |
11,900
-8,900
| -43% | -$226K | 0.01% | 756 |
|
|
2015
Q1 | $542K | Sell |
20,800
-2,768
| -12% | -$73K | 0.01% | 907 |
|
|
2014
Q4 | $626K | Buy |
23,568
+2,712
| +13% | +$68.5K | 0.04% | 470 |
|
|
2014
Q3 | $489K | Buy |
20,856
+3,220
| +18% | +$77.8K | 0.03% | 601 |
|
|
2014
Q2 | $452K | Sell |
17,636
-3,652
| -17% | -$88.8K | 0.03% | 616 |
|
|
2014
Q1 | $509K | Sell |
21,288
-13,928
| -40% | -$316K | 0.04% | 441 |
|
|
2013
Q4 | $754K | Sell |
35,216
-492
| -1% | -$10.4K | 0.08% | 257 |
|
|
2013
Q3 | $716K | Buy |
35,708
+11,912
| +50% | +$246K | 0.08% | 218 |
|
|
2013
Q2 | $485K | Buy |
+23,796
| New | +$472K | 0.06% | 265 |
|
Other funds holding NEE
