Financial Advocates Investment Management’s NextEra Energy, Inc. NEE Stock Holding History

Financial Advocates Investment Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$993K	Sell	14,307 -10,191	-42%	-$707K	0.08%	230
2025 Q1	$1.74M	Sell	24,498 -24,678	-50%	-$1.75M	0.12%	187
2024 Q4	$3.53M	Sell	49,176 -6,184	-11%	-$443K	0.2%	112
2024 Q3	$4.68M	Sell	55,360 -1,702	-3%	-$144K	0.26%	90
2024 Q2	$4.04M	Sell	57,062 -978	-2%	-$69.3K	0.25%	93
2024 Q1	$3.71M	Sell	58,040 -7,156	-11%	-$457K	0.21%	106
2023 Q4	$3.96M	Buy	65,196 +1,008	+2%	+$61.2K	0.26%	91
2023 Q3	$3.68M	Sell	64,188 -2,338	-4%	-$134K	0.26%	92
2023 Q2	$4.94M	Buy	66,526 +1,315	+2%	+$97.6K	0.35%	69
2023 Q1	$5.03M	Sell	65,211 -145	-0.2%	-$11.2K	0.36%	59
2022 Q4	$5.46M	Buy	65,356 +10,091	+18%	+$844K	0.41%	54
2022 Q3	$4.33M	Sell	55,265 -6,016	-10%	-$471K	0.36%	70
2022 Q2	$4.75M	Buy	61,281 +4,923	+9%	+$381K	0.39%	68
2022 Q1	$4.77M	Buy	56,358 +1,188	+2%	+$101K	0.31%	77
2021 Q4	$5.15M	Buy	55,170 +210	+0.4%	+$19.6K	0.32%	66
2021 Q3	$4.32M	Buy	54,960 +1,100	+2%	+$86.4K	0.29%	85
2021 Q2	$3.95M	Sell	53,860 -2,781	-5%	-$204K	0.26%	82
2021 Q1	$4.28M	Sell	56,641 -264	-0.5%	-$20K	0.3%	66
2020 Q4	$4.39M	Buy	56,905 +1,993	+4%	+$154K	0.3%	76
2020 Q3	$3.81M	Buy	54,912 +5,060	+10%	+$351K	0.33%	67
2020 Q2	$2.99M	Sell	49,852 -1,520	-3%	-$91.3K	0.28%	84
2020 Q1	$3.09M	Sell	51,372 -1,780	-3%	-$107K	0.44%	56
2019 Q4	$3.22M	Buy	53,152 +2,368	+5%	+$143K	0.34%	74
2019 Q3	$2.96M	Sell	50,784 -920	-2%	-$53.6K	0.34%	79
2019 Q2	$2.65M	Buy	51,704 +252	+0.5%	+$12.9K	0.31%	83
2019 Q1	$2.49M	Sell	51,452 -132	-0.3%	-$6.38K	0.31%	87
2018 Q4	$2.24M	Sell	51,584 -228	-0.4%	-$9.91K	0.31%	94
2018 Q3	$2.17M	Buy	51,812 +1,996	+4%	+$83.6K	0.24%	101
2018 Q2	$2.1M	Buy	49,816 +160	+0.3%	+$6.76K	0.25%	97
2018 Q1	$2.03M	Buy	49,656 +4,084	+9%	+$167K	0.26%	89
2017 Q4	$1.78M	Buy	+45,572	New	+$1.78M	0.24%	92