Fragasso Financial 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 | $1.03M | Sell |
14,768
-1,975
| -12% | -$137K | 0.07% | 128 |
|
|
2025
Q1 | $1.19M | Sell |
16,743
-23,567
| -58% | -$1.67M | 0.09% | 110 |
|
|
2024
Q4 | $2.89M | Sell |
40,310
-3,475
| -8% | -$249K | 0.22% | 63 |
|
|
2024
Q3 | $3.7M | Sell |
43,785
-2,628
| -6% | -$222K | 0.28% | 57 |
|
|
2024
Q2 | $3.29M | Sell |
46,413
-20,141
| -30% | -$1.43M | 0.27% | 60 |
|
|
2024
Q1 | $4.25M | Buy |
66,554
+1,109
| +2% | +$70.9K | 0.36% | 56 |
|
|
2023
Q4 | $3.98M | Buy |
65,445
+2,279
| +4% | +$138K | 0.36% | 52 |
|
|
2023
Q3 | $3.62M | Sell |
63,166
-2,607
| -4% | -$149K | 0.38% | 42 |
|
|
2023
Q2 | $4.88M | Sell |
65,773
-17,132
| -21% | -$1.27M | 0.52% | 31 |
|
|
2023
Q1 | $6.39M | Buy |
82,905
+3,145
| +4% | +$242K | 0.73% | 29 |
|
|
2022
Q4 | $6.67M | Buy |
79,760
+7,230
| +10% | +$604K | 0.77% | 27 |
|
|
2022
Q3 | $5.69M | Buy |
72,530
+752
| +1% | +$59K | 0.81% | 25 |
|
|
2022
Q2 | $5.56M | Buy |
71,778
+2,496
| +4% | +$193K | 0.75% | 30 |
|
|
2022
Q1 | $5.87M | Buy |
69,282
+365
| +0.5% | +$30.9K | 0.69% | 32 |
|
|
2021
Q4 | $6.43M | Buy |
68,917
+136
| +0.2% | +$12.7K | 0.76% | 26 |
|
|
2021
Q3 | $5.4M | Buy |
68,781
+1,286
| +2% | +$101K | 0.71% | 33 |
|
|
2021
Q2 | $4.95M | Buy |
67,495
+3,019
| +5% | +$221K | 0.66% | 33 |
|
|
2021
Q1 | $4.88M | Buy |
64,476
+1,491
| +2% | +$113K | 0.68% | 36 |
|
|
2020
Q4 | $4.86M | Sell |
62,985
-71
| -0.1% | -$5.48K | 0.72% | 28 |
|
|
2020
Q3 | $4.38M | Buy |
63,056
+1,140
| +2% | +$79.1K | 0.73% | 28 |
|
|
2020
Q2 | $4.46M | Sell |
61,916
-1,596
| -3% | -$115K | 0.76% | 28 |
|
|
2020
Q1 | $3.82M | Buy |
63,512
+208
| +0.3% | +$12.5K | 0.87% | 24 |
|
|
2019
Q4 | $3.83M | Buy |
63,304
+784
| +1% | +$47.5K | 0.64% | 36 |
|
|
2019
Q3 | $3.64M | Buy |
62,520
+692
| +1% | +$40.3K | 0.68% | 36 |
|
|
2019
Q2 | $3.17M | Buy |
61,828
+3,968
| +7% | +$203K | 0.63% | 43 |
|
|
2019
Q1 | $2.8M | Buy |
57,860
+21,828
| +61% | +$1.05M | 0.6% | 45 |
|
|
2018
Q4 | $1.57M | Buy |
+36,032
| New | +$1.57M | 0.35% | 59 |
|