FCA
FLC Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
23,583
-794
| -3% | -$55.1K | 0.34% | 51 |
|
|
2025
Q1 | $1.73M | Buy |
24,377
+7,290
| +43% | +$517K | 0.39% | 45 |
|
|
2024
Q4 | $1.22M | Buy |
17,087
+3,967
| +30% | +$284K | 0.28% | 54 |
|
|
2024
Q3 | $1.11M | Buy |
13,120
+34
| +0.3% | +$2.87K | 0.26% | 57 |
|
|
2024
Q2 | $927K | Buy |
13,086
+2,700
| +26% | +$191K | 0.23% | 61 |
|
|
2024
Q1 | $664K | Buy |
10,386
+505
| +5% | +$32.3K | 0.17% | 79 |
|
|
2023
Q4 | $600K | Buy |
9,881
+1,382
| +16% | +$83.9K | 0.16% | 87 |
|
|
2023
Q3 | $487K | Hold |
8,499
| – | – | 0.15% | 95 |
|
|
2023
Q2 | $631K | Hold |
8,499
| – | – | 0.18% | 78 |
|
|
2023
Q1 | $655K | Hold |
8,499
| – | – | 0.2% | 77 |
|
|
2022
Q4 | $711K | Buy |
8,499
+444
| +6% | +$37.1K | 0.22% | 72 |
|
|
2022
Q3 | $632K | Buy |
8,055
+15
| +0.2% | +$1.18K | 0.22% | 78 |
|
|
2022
Q2 | $623K | Hold |
8,040
| – | – | 0.21% | 87 |
|
|
2022
Q1 | $681K | Hold |
8,040
| – | – | 0.19% | 90 |
|
|
2021
Q4 | $751K | Hold |
8,040
| – | – | 0.21% | 93 |
|
|
2021
Q3 | $631K | Hold |
8,040
| – | – | 0.19% | 102 |
|
|
2021
Q2 | $589K | Hold |
8,040
| – | – | 0.17% | 105 |
|
|
2021
Q1 | $608K | Hold |
8,040
| – | – | 0.19% | 99 |
|
|
2020
Q4 | $620K | Buy |
8,040
+6,030
| +300% | +$465K | 0.21% | 89 |
|
|
2020
Q3 | $605K | Hold |
2,010
| – | – | 0.22% | 83 |
|
|
2020
Q2 | $496K | Sell |
2,010
-45
| -2% | -$11.1K | 0.2% | 81 |
|
|
2020
Q1 | $465K | Hold |
2,055
| – | – | 0.22% | 64 |
|
|
2019
Q4 | $498K | Sell |
2,055
-1,000
| -33% | -$242K | 0.2% | 62 |
|
|
2019
Q3 | $712K | Sell |
3,055
-372
| -11% | -$86.7K | 0.3% | 49 |
|
|
2019
Q2 | $717K | Buy |
3,427
+372
| +12% | +$77.8K | 0.3% | 47 |
|
|
2019
Q1 | $591K | Buy |
3,055
+990
| +48% | +$192K | 0.27% | 51 |
|
|
2018
Q4 | $359K | Buy |
+2,065
| New | +$359K | 0.24% | 61 |
|