Fortis 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 | $459K | Sell |
6,613
-599
| -8% | -$41.6K | 0.29% | 66 |
|
|
2025
Q1 | $511K | Buy |
7,212
+1,355
| +23% | +$96.1K | 0.33% | 58 |
|
|
2024
Q4 | $420K | Buy |
5,857
+957
| +20% | +$68.6K | 0.28% | 70 |
|
|
2024
Q3 | $414K | Sell |
4,900
-1,100
| -18% | -$93K | 0.27% | 64 |
|
|
2024
Q2 | $425K | Buy |
6,000
+1,000
| +20% | +$70.8K | 0.3% | 56 |
|
|
2024
Q1 | $320K | Hold |
5,000
| – | – | 0.21% | 72 |
|
|
2023
Q4 | $304K | Buy |
5,000
+450
| +10% | +$27.3K | 0.22% | 73 |
|
|
2023
Q3 | $261K | Hold |
4,550
| – | – | 0.2% | 78 |
|
|
2023
Q2 | $338K | Hold |
4,550
| – | – | 0.24% | 64 |
|
|
2023
Q1 | $351K | Hold |
4,550
| – | – | 0.23% | 66 |
|
|
2022
Q4 | $380K | Hold |
4,550
| – | – | 0.29% | 53 |
|
|
2022
Q3 | $357K | Buy |
4,550
+50
| +1% | +$3.92K | 0.25% | 56 |
|
|
2022
Q2 | $349K | Buy |
4,500
+1,150
| +34% | +$89.2K | 0.23% | 64 |
|
|
2022
Q1 | $284K | Hold |
3,350
| – | – | 0.16% | 83 |
|
|
2021
Q4 | $313K | Buy |
3,350
+50
| +2% | +$4.67K | 0.18% | 82 |
|
|
2021
Q3 | $259K | Hold |
3,300
| – | – | 0.16% | 81 |
|
|
2021
Q2 | $242K | Buy |
+3,300
| New | +$242K | 0.14% | 92 |
|
|
2020
Q2 | – | Sell |
-1,708
| Closed | -$103K | – | 270 |
|
|
2020
Q1 | $103K | Hold |
1,708
| – | – | 0.07% | 143 |
|
|
2019
Q4 | $103K | Hold |
1,708
| – | – | 0.06% | 177 |
|
|
2019
Q3 | $99K | Buy |
1,708
+16
| +0.9% | +$927 | 0.05% | 179 |
|
|
2019
Q2 | $87K | Hold |
1,692
| – | – | 0.04% | 192 |
|
|
2019
Q1 | $82K | Buy |
1,692
+552
| +48% | +$26.8K | 0.04% | 189 |
|
|
2018
Q4 | $50K | Hold |
1,140
| – | – | 0.03% | 212 |
|
|
2018
Q3 | $48K | Hold |
1,140
| – | – | 0.03% | 206 |
|
|
2018
Q2 | $48K | Buy |
1,140
+960
| +533% | +$40.4K | 0.03% | 210 |
|
|
2018
Q1 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 264 |
|
|
2017
Q3 | – | Sell |
-7,444
| Closed | -$261K | – | 281 |
|
|
2017
Q2 | $261K | Hold |
7,444
| – | – | 0.2% | 58 |
|
|
2017
Q1 | $239K | Buy |
+7,444
| New | +$239K | 0.22% | 58 |
|