HBK Sorce Advisory’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 | $2.85M | Buy |
41,034
+479
| +1% | +$33.3K | 0.08% | 108 |
|
|
2025
Q1 | $2.87M | Buy |
40,555
+4,932
| +14% | +$350K | 0.08% | 107 |
|
|
2024
Q4 | $2.55M | Buy |
35,623
+952
| +3% | +$68.2K | 0.08% | 120 |
|
|
2024
Q3 | $2.93M | Sell |
34,671
-472
| -1% | -$39.9K | 0.09% | 103 |
|
|
2024
Q2 | $2.49M | Sell |
35,143
-328
| -0.9% | -$23.2K | 0.09% | 118 |
|
|
2024
Q1 | $2.27M | Buy |
35,471
+1,251
| +4% | +$80K | 0.08% | 125 |
|
|
2023
Q4 | $2.08M | Sell |
34,220
-1,597
| -4% | -$97K | 0.08% | 138 |
|
|
2023
Q3 | $2.05M | Buy |
35,817
+229
| +0.6% | +$13.1K | 0.09% | 129 |
|
|
2023
Q2 | $2.64M | Sell |
35,588
-6,770
| -16% | -$502K | 0.11% | 109 |
|
|
2023
Q1 | $3.26M | Sell |
42,358
-41,126
| -49% | -$3.17M | 0.15% | 91 |
|
|
2022
Q4 | $6.98M | Buy |
83,484
+53,898
| +182% | +$4.51M | 0.19% | 75 |
|
|
2022
Q3 | $2.32M | Sell |
29,586
-583
| -2% | -$45.7K | 0.16% | 105 |
|
|
2022
Q2 | $2.34M | Sell |
30,169
-9,510
| -24% | -$737K | 0.17% | 92 |
|
|
2022
Q1 | $3.36M | Sell |
39,679
-2,693
| -6% | -$228K | 0.18% | 85 |
|
|
2021
Q4 | $3.96M | Buy |
42,372
+11
| +0% | +$1.03K | 0.2% | 74 |
|
|
2021
Q3 | $3.33M | Buy |
42,361
+3,895
| +10% | +$306K | 0.18% | 86 |
|
|
2021
Q2 | $2.82M | Sell |
38,466
-1,459
| -4% | -$107K | 0.16% | 101 |
|
|
2021
Q1 | $3.02M | Sell |
39,925
-6,232
| -14% | -$471K | 0.18% | 88 |
|
|
2020
Q4 | $3.56M | Sell |
46,157
-1,227
| -3% | -$94.7K | 0.22% | 64 |
|
|
2020
Q3 | $3.29M | Buy |
47,384
+392
| +0.8% | +$27.2K | 0.23% | 58 |
|
|
2020
Q2 | $2.82M | Buy |
46,992
+80
| +0.2% | +$4.8K | 0.21% | 71 |
|
|
2020
Q1 | $2.82M | Sell |
46,912
-1,684
| -3% | -$101K | 0.27% | 57 |
|
|
2019
Q4 | $2.94M | Buy |
48,596
+2,128
| +5% | +$129K | 0.26% | 73 |
|
|
2019
Q3 | $2.71M | Sell |
46,468
-1,416
| -3% | -$82.5K | 0.26% | 75 |
|
|
2019
Q2 | $2.45M | Buy |
47,884
+524
| +1% | +$26.8K | 0.24% | 85 |
|
|
2019
Q1 | $2.29M | Buy |
47,360
+1,920
| +4% | +$92.8K | 0.23% | 88 |
|
|
2018
Q4 | $1.98M | Sell |
45,440
-272
| -0.6% | -$11.8K | 0.23% | 87 |
|
|
2018
Q3 | $1.92M | Sell |
45,712
-872
| -2% | -$36.5K | 0.22% | 81 |
|
|
2018
Q2 | $1.95M | Buy |
46,584
+136
| +0.3% | +$5.68K | 0.22% | 82 |
|
|
2018
Q1 | $1.9M | Sell |
46,448
-1,284
| -3% | -$52.4K | 0.24% | 78 |
|
|
2017
Q4 | $1.86M | Buy |
47,732
+7,432
| +18% | +$290K | 0.22% | 82 |
|
|
2017
Q3 | $1.48M | Buy |
40,300
+6,192
| +18% | +$227K | 0.22% | 72 |
|
|
2017
Q2 | $1.2M | Sell |
34,108
-924
| -3% | -$32.4K | 0.19% | 81 |
|
|
2017
Q1 | $1.12M | Sell |
35,032
-548
| -2% | -$17.6K | 0.19% | 53 |
|
|
2016
Q4 | $1.06M | Sell |
35,580
-3,096
| -8% | -$92.5K | 0.19% | 89 |
|
|
2016
Q3 | $1.18M | Sell |
38,676
-2,100
| -5% | -$64.2K | 0.24% | 68 |
|
|
2016
Q2 | $1.33M | Buy |
40,776
+1,108
| +3% | +$36.1K | 0.28% | 58 |
|
|
2016
Q1 | $1.17M | Buy |
39,668
+1,392
| +4% | +$41.2K | 0.28% | 58 |
|
|
2015
Q4 | $994K | Sell |
38,276
-664
| -2% | -$17.2K | 0.26% | 62 |
|
|
2015
Q3 | $950K | Sell |
38,940
-1,372
| -3% | -$33.5K | 0.31% | 46 |
|
|
2015
Q2 | $988K | Sell |
40,312
-400
| -1% | -$9.8K | 0.34% | 49 |
|
|
2015
Q1 | $1.06M | Buy |
40,712
+2,452
| +6% | +$63.8K | 0.36% | 40 |
|
|
2014
Q4 | $1.01M | Sell |
38,260
-5,500
| -13% | -$146K | 0.35% | 54 |
|
|
2014
Q3 | $1.03M | Buy |
43,760
+168
| +0.4% | +$3.94K | 0.37% | 45 |
|
|
2014
Q2 | $1.12M | Buy |
43,592
+4,948
| +13% | +$127K | 0.39% | 44 |
|
|
2014
Q1 | $924K | Sell |
38,644
-492
| -1% | -$11.8K | 0.34% | 50 |
|
|
2013
Q4 | $838K | Buy |
39,136
+324
| +0.8% | +$6.94K | 0.3% | 50 |
|
|
2013
Q3 | $778K | Sell |
38,812
-38,684
| -50% | -$775K | 0.32% | 48 |
|
|
2013
Q2 | $1.58M | Buy |
+77,496
| New | +$1.58M | 0.34% | 49 |
|