Foundations Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
17,495
+5,836
| +50% | +$405K | 0.02% | 385 |
|
|
2025
Q1 | $827K | Sell |
11,659
-5,290
| -31% | -$375K | 0.02% | 449 |
|
|
2024
Q4 | $1.22M | Buy |
16,949
+9,632
| +132% | +$691K | 0.02% | 371 |
|
|
2024
Q3 | $619K | Buy |
7,317
+138
| +2% | +$11.7K | 0.01% | 471 |
|
|
2024
Q2 | $508K | Buy |
7,179
+828
| +13% | +$58.6K | 0.01% | 493 |
|
|
2024
Q1 | $406K | Sell |
6,351
-610
| -9% | -$39K | 0.01% | 513 |
|
|
2023
Q4 | $416K | Sell |
6,961
-1,541
| -18% | -$92.1K | 0.01% | 479 |
|
|
2023
Q3 | $487K | Buy |
8,502
+473
| +6% | +$27.1K | 0.02% | 388 |
|
|
2023
Q2 | $596K | Buy |
8,029
+371
| +5% | +$27.5K | 0.02% | 334 |
|
|
2023
Q1 | $590K | Buy |
7,658
+2,063
| +37% | +$159K | 0.02% | 302 |
|
|
2022
Q4 | $468K | Buy |
5,595
+696
| +14% | +$58.2K | 0.02% | 288 |
|
|
2022
Q3 | $384K | Buy |
4,899
+1,090
| +29% | +$85.4K | 0.02% | 288 |
|
|
2022
Q2 | $303K | Buy |
3,809
+42
| +1% | +$3.34K | 0.01% | 298 |
|
|
2022
Q1 | $312K | Buy |
3,767
+525
| +16% | +$43.5K | 0.01% | 265 |
|
|
2021
Q4 | $276K | Buy |
3,242
+85
| +3% | +$7.24K | 0.01% | 294 |
|
|
2021
Q3 | $251K | Buy |
3,157
+17
| +0.5% | +$1.35K | 0.01% | 273 |
|
|
2021
Q2 | $235K | Sell |
3,140
-415
| -12% | -$31.1K | 0.01% | 263 |
|
|
2021
Q1 | $275K | Sell |
3,555
-628
| -15% | -$48.6K | 0.02% | 187 |
|
|
2020
Q4 | $339K | Buy |
4,183
+319
| +8% | +$25.9K | 0.02% | 134 |
|
|
2020
Q3 | $272K | Buy |
3,864
+92
| +2% | +$6.48K | 0.06% | 142 |
|
|
2020
Q2 | $232K | Buy |
3,772
+84
| +2% | +$5.17K | 0.02% | 151 |
|
|
2020
Q1 | $201K | Sell |
3,688
-32
| -0.9% | -$1.74K | 0.02% | 111 |
|
|
2019
Q4 | $225K | Buy |
+3,720
| New | +$225K | 0.03% | 121 |
|