FPAS
Focus Partners Advisor Solutions’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.24M | Buy |
32,299
+2,450
| +8% | +$170K | 0.03% | 257 |
|
2025
Q1 | $2.12M | Sell |
29,849
-6,058
| -17% | -$429K | 0.03% | 247 |
|
2024
Q4 | $2.57M | Sell |
35,907
-4,081
| -10% | -$293K | 0.04% | 193 |
|
2024
Q3 | $3.38M | Buy |
39,988
+5,804
| +17% | +$491K | 0.07% | 134 |
|
2024
Q2 | $2.42M | Buy |
34,184
+1,835
| +6% | +$130K | 0.06% | 152 |
|
2024
Q1 | $2.07M | Buy |
32,349
+14,355
| +80% | +$917K | 0.06% | 156 |
|
2023
Q4 | $1.09M | Sell |
17,994
-4,770
| -21% | -$290K | 0.05% | 158 |
|
2023
Q3 | $1.3M | Buy |
22,764
+5,339
| +31% | +$306K | 0.06% | 147 |
|
2023
Q2 | $1.29M | Buy |
17,425
+8,566
| +97% | +$636K | 0.07% | 113 |
|
2023
Q1 | $683K | Sell |
8,859
-1,265
| -12% | -$97.5K | 0.04% | 169 |
|
2022
Q4 | $846K | Sell |
10,124
-1,962
| -16% | -$164K | 0.07% | 136 |
|
2022
Q3 | $948K | Buy |
12,086
+4,269
| +55% | +$335K | 0.06% | 157 |
|
2022
Q2 | $606K | Buy |
7,817
+1,461
| +23% | +$113K | 0.05% | 165 |
|
2022
Q1 | $538K | Sell |
6,356
-1,395
| -18% | -$118K | 0.05% | 165 |
|
2021
Q4 | $723K | Buy |
+7,751
| New | +$723K | 0.15% | 53 |
|