Financial Engines Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
15,311
+1,765
| +13% | +$123K | ﹤0.01% | 288 |
|
|
2025
Q1 | $960K | Buy |
13,546
+1,171
| +9% | +$83K | ﹤0.01% | 260 |
|
|
2024
Q4 | $887K | Buy |
12,375
+7,418
| +150% | +$532K | ﹤0.01% | 271 |
|
|
2024
Q3 | $419K | Buy |
4,957
+144
| +3% | +$12.2K | ﹤0.01% | 296 |
|
|
2024
Q2 | $341K | Sell |
4,813
-635
| -12% | -$45K | ﹤0.01% | 292 |
|
|
2024
Q1 | $348K | Buy |
5,448
+1,013
| +23% | +$64.7K | ﹤0.01% | 272 |
|
|
2023
Q4 | $269K | Sell |
4,435
-5,633
| -56% | -$342K | ﹤0.01% | 276 |
|
|
2023
Q3 | $577K | Buy |
10,068
+5,767
| +134% | +$330K | ﹤0.01% | 196 |
|
|
2023
Q2 | $319K | Buy |
4,301
+236
| +6% | +$17.5K | ﹤0.01% | 236 |
|
|
2023
Q1 | $313K | Sell |
4,065
-800
| -16% | -$61.7K | ﹤0.01% | 239 |
|
|
2022
Q4 | $407K | Buy |
4,865
+307
| +7% | +$25.7K | ﹤0.01% | 226 |
|
|
2022
Q3 | $357K | Sell |
4,558
-794
| -15% | -$62.2K | ﹤0.01% | 224 |
|
|
2022
Q2 | $414K | Buy |
5,352
+972
| +22% | +$75.2K | ﹤0.01% | 219 |
|
|
2022
Q1 | $371K | Sell |
4,380
-239
| -5% | -$20.2K | ﹤0.01% | 228 |
|
|
2021
Q4 | $431K | Sell |
4,619
-733
| -14% | -$68.4K | ﹤0.01% | 173 |
|
|
2021
Q3 | $420K | Sell |
5,352
-1,117
| -17% | -$87.7K | ﹤0.01% | 184 |
|
|
2021
Q2 | $474K | Buy |
6,469
+353
| +6% | +$25.9K | ﹤0.01% | 145 |
|
|
2021
Q1 | $462K | Buy |
6,116
+891
| +17% | +$67.3K | ﹤0.01% | 166 |
|
|
2020
Q4 | $403K | Buy |
5,225
+2,950
| +130% | +$228K | ﹤0.01% | 177 |
|
|
2020
Q3 | $631K | Buy |
2,275
+803
| +55% | +$223K | ﹤0.01% | 144 |
|
|
2020
Q2 | $354K | Buy |
+1,472
| New | +$354K | ﹤0.01% | 152 |
|
|
2017
Q2 | – | Sell |
-22
| Closed | -$3K | – | 109 |
|
|
2017
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 83 |
|