Geneos Wealth Management’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 | $9.98M | Sell |
143,754
-124,845
| -46% | -$8.67M | 0.24% | 98 |
|
|
2025
Q1 | $19M | Buy |
268,599
+153,121
| +133% | +$10.9M | 0.27% | 88 |
|
|
2024
Q4 | $8.28M | Buy |
115,478
+23,528
| +26% | +$1.69M | 0.29% | 73 |
|
|
2024
Q3 | $7.77M | Buy |
91,950
+21,566
| +31% | +$1.82M | 0.3% | 76 |
|
|
2024
Q2 | $4.98M | Sell |
70,384
-25,138
| -26% | -$1.78M | 0.22% | 103 |
|
|
2024
Q1 | $6.1M | Buy |
95,522
+89,217
| +1,415% | +$5.7M | 0.28% | 82 |
|
|
2023
Q4 | $383K | Sell |
6,305
-3,856
| -38% | -$234K | 0.02% | 533 |
|
|
2023
Q3 | $582K | Buy |
10,161
+866
| +9% | +$49.6K | 0.03% | 433 |
|
|
2023
Q2 | $690K | Buy |
9,295
+3,795
| +69% | +$282K | 0.04% | 393 |
|
|
2023
Q1 | $424K | Sell |
5,500
-1,142
| -17% | -$88K | 0.03% | 479 |
|
|
2022
Q4 | $555K | Buy |
6,642
+2,294
| +53% | +$192K | 0.03% | 397 |
|
|
2022
Q3 | $340K | Sell |
4,348
-10,548
| -71% | -$825K | 0.02% | 471 |
|
|
2022
Q2 | $1.2M | Sell |
14,896
-2,648
| -15% | -$213K | 0.06% | 282 |
|
|
2022
Q1 | $1.49M | Sell |
17,544
-4,803
| -21% | -$407K | 0.06% | 266 |
|
|
2021
Q4 | $2.09M | Sell |
22,347
-2,846
| -11% | -$266K | 0.08% | 248 |
|
|
2021
Q3 | $2M | Buy |
25,193
+489
| +2% | +$38.7K | 0.08% | 247 |
|
|
2021
Q2 | $1.84M | Sell |
24,704
-8,264
| -25% | -$614K | 0.07% | 252 |
|
|
2021
Q1 | $2.56M | Sell |
32,968
-2,952
| -8% | -$229K | 0.07% | 262 |
|
|
2020
Q4 | $2.28M | Buy |
35,920
+9,744
| +37% | +$618K | 0.09% | 217 |
|
|
2020
Q3 | $1.84M | Buy |
26,176
+416
| +2% | +$29.3K | 0.1% | 204 |
|
|
2020
Q2 | $1.52M | Sell |
25,760
-780
| -3% | -$46.1K | 0.08% | 223 |
|
|
2020
Q1 | $1.54M | Sell |
26,540
-696
| -3% | -$40.4K | 0.1% | 192 |
|
|
2019
Q4 | $1.65M | Sell |
27,236
-68
| -0.2% | -$4.12K | 0.09% | 229 |
|
|
2019
Q3 | $1.58M | Buy |
27,304
+384
| +1% | +$22.2K | 0.09% | 208 |
|
|
2019
Q2 | $1.38M | Buy |
26,920
+1,068
| +4% | +$54.7K | 0.09% | 226 |
|
|
2019
Q1 | $1.25M | Sell |
25,852
-148
| -0.6% | -$7.15K | 0.08% | 240 |
|
|
2018
Q4 | $1.12M | Sell |
26,000
-1,460
| -5% | -$63K | 0.08% | 233 |
|
|
2018
Q3 | $1.15M | Buy |
27,460
+1,748
| +7% | +$73.2K | 0.08% | 242 |
|
|
2018
Q2 | $1.07M | Sell |
25,712
-396
| -2% | -$16.5K | 0.08% | 212 |
|
|
2018
Q1 | $1.07M | Sell |
26,108
-3,248
| -11% | -$133K | 0.09% | 202 |
|
|
2017
Q4 | $1.15M | Buy |
29,356
+3,624
| +14% | +$141K | 0.1% | 189 |
|
|
2017
Q3 | $942K | Buy |
25,732
+8
| +0% | +$293 | 0.09% | 208 |
|
|
2017
Q2 | $901K | Sell |
25,724
-1,480
| -5% | -$51.8K | 0.09% | 206 |
|
|
2017
Q1 | $873K | Sell |
27,204
-1,332
| -5% | -$42.7K | 0.09% | 194 |
|
|
2016
Q4 | $852K | Sell |
28,536
-24
| -0.1% | -$717 | 0.11% | 178 |
|
|
2016
Q3 | $873K | Buy |
28,560
+864
| +3% | +$26.4K | 0.12% | 175 |
|
|
2016
Q2 | $898K | Buy |
27,696
+8,912
| +47% | +$289K | 0.13% | 164 |
|
|
2016
Q1 | $557K | Buy |
+18,784
| New | +$557K | 0.09% | 220 |
|