HAG
HighPoint Advisor Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
58,841
+1,402
| +2% | +$97.3K | 0.22% | 83 |
|
|
2025
Q1 | $3.86M | Sell |
57,439
-4,806
| -8% | -$323K | 0.22% | 78 |
|
|
2024
Q4 | $4.38M | Sell |
62,245
-4,151
| -6% | -$292K | 0.24% | 67 |
|
|
2024
Q3 | $5.61M | Buy |
66,396
+1,924
| +3% | +$163K | 0.33% | 53 |
|
|
2024
Q2 | $4.79M | Buy |
64,472
+114
| +0.2% | +$8.47K | 0.29% | 64 |
|
|
2024
Q1 | $4.8M | Buy |
64,358
+136
| +0.2% | +$10.1K | 0.34% | 52 |
|
|
2023
Q4 | $4.02M | Buy |
+64,222
| New | +$4.02M | 0.29% | 60 |
|
|
2022
Q2 | $4.73M | Buy |
+59,445
| New | +$4.73M | 0.52% | 41 |
|
|
2021
Q3 | $4.14M | Sell |
52,673
-7,928
| -13% | -$623K | 0.41% | 49 |
|
|
2021
Q2 | $4.44M | Buy |
60,601
+8,414
| +16% | +$617K | 0.45% | 49 |
|
|
2021
Q1 | $4.07M | Buy |
52,187
+719
| +1% | +$56K | 0.47% | 46 |
|
|
2020
Q4 | $4.32M | Buy |
+51,468
| New | +$4.32M | 0.53% | 37 |
|
|
2016
Q3 | – | Sell |
-9,580
| Closed | -$1.21M | – | 306 |
|
|
2016
Q2 | $1.21M | Buy |
+9,580
| New | +$1.21M | 0.42% | 60 |
|