Financial Counselors Inc’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
Q2 | – | Sell |
-207,029
| Closed | -$14.7M | – | 358 |
|
|
2025
Q1 | $14.7M | Buy |
207,029
+96,164
| +87% | +$6.79M | 0.22% | 109 |
|
|
2024
Q4 | $7.95M | Sell |
110,865
-13,660
| -11% | -$1.06M | 0.12% | 159 |
|
|
2024
Q3 | $10.5M | Buy |
124,525
+11,945
| +11% | +$932K | 0.16% | 142 |
|
|
2024
Q2 | $7.97M | Buy |
112,580
+71,150
| +172% | +$5.05M | 0.13% | 151 |
|
|
2024
Q1 | $2.65M | Sell |
41,430
-4,170
| -9% | -$244K | 0.04% | 243 |
|
|
2023
Q4 | $2.77M | Sell |
45,600
-2,546
| -5% | -$145K | 0.05% | 237 |
|
|
2023
Q3 | $2.76M | Buy |
48,146
+1,572
| +3% | +$109K | 0.06% | 227 |
|
|
2023
Q2 | $3.46M | Sell |
46,574
-2,254
| -5% | -$171K | 0.07% | 202 |
|
|
2023
Q1 | $3.76M | Sell |
48,828
-4,334
| -8% | -$333K | 0.08% | 196 |
|
|
2022
Q4 | $4.44M | Buy |
53,162
+4,814
| +10% | +$389K | 0.1% | 178 |
|
|
2022
Q3 | $3.79M | Sell |
48,348
-998
| -2% | -$84.7K | 0.09% | 183 |
|
|
2022
Q2 | $3.82M | Buy |
49,346
+14,680
| +42% | +$1.12M | 0.09% | 189 |
|
|
2022
Q1 | $2.94M | Buy |
34,666
+6,466
| +23% | +$518K | 0.06% | 220 |
|
|
2021
Q4 | $2.63M | Sell |
28,200
-33,089
| -54% | -$2.86M | 0.05% | 228 |
|
|
2021
Q3 | $4.81M | Sell |
61,289
-1,900
| -3% | -$153K | 0.1% | 183 |
|
|
2021
Q2 | $4.63M | Sell |
63,189
-2,489
| -4% | -$187K | 0.1% | 186 |
|
|
2021
Q1 | $4.97M | Sell |
65,678
-1,304
| -2% | -$102K | 0.12% | 171 |
|
|
2020
Q4 | $5.17M | Sell |
66,982
-8,086
| -11% | -$605K | 0.13% | 167 |
|
|
2020
Q3 | $5.21M | Sell |
75,068
-82,868
| -52% | -$5.72M | 0.15% | 149 |
|
|
2020
Q2 | $9.48M | Buy |
157,936
+134,392
| +571% | +$8.04M | 0.3% | 97 |
|
|
2020
Q1 | $1.42M | Buy |
23,544
+2,464
| +12% | +$155K | 0.06% | 221 |
|
|
2019
Q4 | $1.28M | Buy |
21,080
+232
| +1% | +$13.5K | 0.05% | 259 |
|
|
2019
Q3 | $1.21M | Buy |
20,848
+212
| +1% | +$11.5K | 0.05% | 259 |
|
|
2019
Q2 | $1.06M | Sell |
20,636
-2,000
| -9% | -$98.4K | 0.04% | 271 |
|
|
2019
Q1 | $1.09M | Buy |
22,636
+1,460
| +7% | +$66.8K | 0.05% | 262 |
|
|
2018
Q4 | $920K | Sell |
21,176
-2,020
| -9% | -$88.3K | 0.05% | 267 |
|
|
2018
Q3 | $972K | Buy |
23,196
+804
| +4% | +$34.2K | 0.04% | 280 |
|
|
2018
Q2 | $935K | Sell |
22,392
-508
| -2% | -$20.5K | 0.04% | 280 |
|
|
2018
Q1 | $935K | Buy |
22,900
+648
| +3% | +$25K | 0.04% | 280 |
|
|
2017
Q4 | $869K | Hold |
22,252
| – | – | 0.04% | 292 |
|
|
2017
Q3 | $815K | Buy |
22,252
+1,940
| +10% | +$71.1K | 0.04% | 294 |
|
|
2017
Q2 | $712K | Sell |
20,312
-2,508
| -11% | -$85.7K | 0.04% | 309 |
|
|
2017
Q1 | $732K | Sell |
22,820
-4,104
| -15% | -$129K | 0.04% | 312 |
|
|
2016
Q4 | $804K | Buy |
+26,924
| New | +$804K | 0.04% | 296 |
|
|
2016
Q2 | $621K | Hold |
19,044
| – | – | 0.04% | 296 |
|
|
2016
Q1 | $563K | Buy |
19,044
+3,540
| +23% | +$99.4K | 0.03% | 302 |
|
|
2015
Q4 | $403K | Buy |
15,504
+664
| +4% | +$16.8K | 0.03% | 331 |
|
|
2015
Q3 | $362K | Buy |
14,840
+692
| +5% | +$17.6K | 0.02% | 334 |
|
|
2015
Q2 | $347K | Buy |
14,148
+288
| +2% | +$7.32K | 0.02% | 351 |
|
|
2015
Q1 | $361K | Sell |
13,860
-340
| -2% | -$8.97K | 0.02% | 361 |
|
|
2014
Q4 | $377K | Sell |
14,200
-4,812
| -25% | -$122K | 0.02% | 343 |
|
|
2014
Q3 | $446K | Buy |
19,012
+820
| +5% | +$19.8K | 0.03% | 332 |
|
|
2014
Q2 | $466K | Sell |
18,192
-2,800
| -13% | -$68.1K | 0.03% | 327 |
|
|
2014
Q1 | $502K | Buy |
20,992
+448
| +2% | +$10.2K | 0.04% | 317 |
|
|
2013
Q4 | $440K | Sell |
20,544
-576
| -3% | -$12.1K | 0.03% | 316 |
|
|
2013
Q3 | $423K | Buy |
21,120
+828
| +4% | +$17.1K | 0.03% | 304 |
|
|
2013
Q2 | $413K | Buy |
+20,292
| New | +$403K | 0.03% | 302 |
|
Other funds holding NEE
