First Foundation Advisors’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 | $5.29M | Sell |
76,152
-4,307
| -5% | -$299K | 0.2% | 82 |
|
|
2025
Q1 | $5.7M | Sell |
80,459
-16,308
| -17% | -$1.16M | 0.23% | 70 |
|
|
2024
Q4 | $6.94M | Sell |
96,767
-6,853
| -7% | -$491K | 0.26% | 67 |
|
|
2024
Q3 | $8.76M | Sell |
103,620
-8,548
| -8% | -$723K | 0.33% | 60 |
|
|
2024
Q2 | $7.94M | Sell |
112,168
-7,878
| -7% | -$558K | 0.3% | 65 |
|
|
2024
Q1 | $7.67M | Sell |
120,046
-4,311
| -3% | -$276K | 0.31% | 65 |
|
|
2023
Q4 | $7.55M | Sell |
124,357
-51,084
| -29% | -$3.1M | 0.34% | 61 |
|
|
2023
Q3 | $10.1M | Buy |
175,441
+159,025
| +969% | +$9.11M | 0.47% | 54 |
|
|
2023
Q2 | $1.22M | Buy |
16,416
+110
| +0.7% | +$8.16K | 0.05% | 167 |
|
|
2023
Q1 | $1.26M | Sell |
16,306
-582
| -3% | -$44.9K | 0.06% | 154 |
|
|
2022
Q4 | $1.41M | Sell |
16,888
-333
| -2% | -$27.8K | 0.07% | 155 |
|
|
2022
Q3 | $1.35M | Buy |
17,221
+1,212
| +8% | +$95K | 0.07% | 147 |
|
|
2022
Q2 | $1.24M | Sell |
16,009
-3,194
| -17% | -$247K | 0.05% | 164 |
|
|
2022
Q1 | $1.63M | Buy |
19,203
+916
| +5% | +$77.6K | 0.06% | 151 |
|
|
2021
Q4 | $1.71M | Buy |
18,287
+561
| +3% | +$52.4K | 0.06% | 154 |
|
|
2021
Q3 | $1.39M | Buy |
17,726
+1,817
| +11% | +$143K | 0.05% | 168 |
|
|
2021
Q2 | $1.17M | Buy |
15,909
+156
| +1% | +$11.4K | 0.04% | 199 |
|
|
2021
Q1 | $1.19M | Sell |
15,753
-334
| -2% | -$25.3K | 0.05% | 185 |
|
|
2020
Q4 | $1.24M | Buy |
16,087
+2,535
| +19% | +$196K | 0.06% | 168 |
|
|
2020
Q3 | $940K | Buy |
13,552
+900
| +7% | +$62.4K | 0.04% | 182 |
|
|
2020
Q2 | $760K | Sell |
12,652
-840
| -6% | -$50.5K | 0.04% | 194 |
|
|
2020
Q1 | $812K | Buy |
13,492
+492
| +4% | +$29.6K | 0.05% | 181 |
|
|
2019
Q4 | $787K | Buy |
13,000
+1,496
| +13% | +$90.6K | 0.04% | 193 |
|
|
2019
Q3 | $670K | Buy |
11,504
+876
| +8% | +$51K | 0.04% | 198 |
|
|
2019
Q2 | $544K | Buy |
10,628
+228
| +2% | +$11.7K | 0.03% | 216 |
|
|
2019
Q1 | $503K | Buy |
10,400
+24
| +0.2% | +$1.16K | 0.03% | 218 |
|
|
2018
Q4 | $451K | Sell |
10,376
-136
| -1% | -$5.91K | 0.03% | 271 |
|
|
2018
Q3 | $440K | Buy |
10,512
+20
| +0.2% | +$837 | 0.02% | 249 |
|
|
2018
Q2 | $438K | Sell |
10,492
-32
| -0.3% | -$1.34K | 0.03% | 226 |
|
|
2018
Q1 | $430K | Sell |
10,524
-2,968
| -22% | -$121K | 0.02% | 229 |
|
|
2017
Q4 | $527K | Sell |
13,492
-284
| -2% | -$11.1K | 0.03% | 224 |
|
|
2017
Q3 | $505K | Buy |
13,776
+1,444
| +12% | +$52.9K | 0.03% | 204 |
|
|
2017
Q2 | $432K | Buy |
12,332
+3,520
| +40% | +$123K | 0.03% | 216 |
|
|
2017
Q1 | $283K | Sell |
8,812
-1,204
| -12% | -$38.7K | 0.02% | 268 |
|
|
2016
Q4 | $299K | Buy |
10,016
+1,188
| +13% | +$35.5K | 0.02% | 252 |
|
|
2016
Q3 | $270K | Sell |
8,828
-1,948
| -18% | -$59.6K | 0.02% | 245 |
|
|
2016
Q2 | $351K | Buy |
10,776
+912
| +9% | +$29.7K | 0.03% | 228 |
|
|
2016
Q1 | $292K | Sell |
9,864
-120
| -1% | -$3.55K | 0.02% | 234 |
|
|
2015
Q4 | $259K | Sell |
9,984
-68
| -0.7% | -$1.76K | 0.02% | 245 |
|
|
2015
Q3 | $245K | Hold |
10,052
| – | – | 0.02% | 200 |
|
|
2015
Q2 | $246K | Sell |
10,052
-676
| -6% | -$16.5K | 0.02% | 195 |
|
|
2015
Q1 | $279K | Buy |
10,728
+296
| +3% | +$7.7K | 0.02% | 190 |
|
|
2014
Q4 | $277K | Buy |
10,432
+60
| +0.6% | +$1.59K | 0.02% | 184 |
|
|
2014
Q3 | $243K | Hold |
10,372
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $266K | Buy |
+10,372
| New | +$266K | 0.03% | 177 |
|