Financial Advisory Partners’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 | $4.14M | Sell |
59,656
-894
| -1% | -$62.1K | 1.3% | 26 |
|
|
2025
Q1 | $4.29M | Sell |
60,550
-1,363
| -2% | -$96.6K | 1.44% | 24 |
|
|
2024
Q4 | $4.44M | Sell |
61,913
-512
| -0.8% | -$36.7K | 1.47% | 19 |
|
|
2024
Q3 | $5.28M | Sell |
62,425
-1,121
| -2% | -$94.8K | 1.75% | 11 |
|
|
2024
Q2 | $4.5M | Sell |
63,546
-2,997
| -5% | -$212K | 1.68% | 13 |
|
|
2024
Q1 | $4.25M | Sell |
66,543
-8,519
| -11% | -$544K | 1.64% | 14 |
|
|
2023
Q4 | $4.56M | Buy |
75,062
+9,808
| +15% | +$596K | 1.66% | 14 |
|
|
2023
Q3 | $3.74M | Sell |
65,254
-324
| -0.5% | -$18.6K | 1.51% | 27 |
|
|
2023
Q2 | $4.87M | Sell |
65,578
-434
| -0.7% | -$32.2K | 1.87% | 9 |
|
|
2023
Q1 | $5.09M | Buy |
66,012
+5,389
| +9% | +$415K | 2.01% | 7 |
|
|
2022
Q4 | $5.06M | Sell |
60,623
-1,291
| -2% | -$108K | 2.09% | 7 |
|
|
2022
Q3 | $4.85M | Sell |
61,914
-151
| -0.2% | -$11.8K | 2.11% | 6 |
|
|
2022
Q2 | $4.81M | Buy |
62,065
+1,534
| +3% | +$119K | 1.98% | 9 |
|
|
2022
Q1 | $5.13M | Buy |
60,531
+5,958
| +11% | +$505K | 1.9% | 12 |
|
|
2021
Q4 | $5.09M | Buy |
+54,573
| New | +$5.09M | 1.86% | 15 |
|