Hudson Valley Investment 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 | $3.73M | Buy |
53,802
+40,878
| +316% | +$2.84M | 0.41% | 70 |
|
|
2025
Q1 | $916K | Buy |
12,924
+7,570
| +141% | +$537K | 0.11% | 99 |
|
|
2024
Q4 | $384K | Sell |
5,354
-4,405
| -45% | -$316K | 0.04% | 132 |
|
|
2024
Q3 | $825K | Sell |
9,759
-1,231
| -11% | -$104K | 0.09% | 104 |
|
|
2024
Q2 | $691K | Buy |
10,990
+1,121
| +11% | +$70.5K | 0.09% | 114 |
|
|
2024
Q1 | $631K | Sell |
9,869
-1,121
| -10% | -$71.6K | 0.08% | 117 |
|
|
2023
Q4 | $691K | Sell |
10,990
-1,015
| -8% | -$63.9K | 0.09% | 114 |
|
|
2023
Q3 | $688K | Sell |
12,005
-818
| -6% | -$46.9K | 0.1% | 118 |
|
|
2023
Q2 | $951K | Sell |
12,823
-179
| -1% | -$13.3K | 0.13% | 111 |
|
|
2023
Q1 | $1M | Sell |
13,002
-200
| -2% | -$15.4K | 0.14% | 116 |
|
|
2022
Q4 | $1.1M | Sell |
13,202
-275
| -2% | -$23K | 0.17% | 108 |
|
|
2022
Q3 | $1.06M | Sell |
13,477
-540
| -4% | -$42.4K | 0.17% | 109 |
|
|
2022
Q2 | $1.09M | Sell |
14,017
-976
| -7% | -$75.6K | 0.17% | 108 |
|
|
2022
Q1 | $1.27M | Sell |
14,993
-700
| -4% | -$59.3K | 0.17% | 103 |
|
|
2021
Q4 | $1.47M | Sell |
15,693
-933
| -6% | -$87.1K | 0.23% | 78 |
|
|
2021
Q3 | $1.31M | Sell |
16,626
-1,580
| -9% | -$124K | 0.22% | 82 |
|
|
2021
Q2 | $1.33M | Sell |
18,206
-4,648
| -20% | -$341K | 0.23% | 82 |
|
|
2021
Q1 | $1.73M | Sell |
22,854
-91
| -0.4% | -$6.88K | 0.31% | 71 |
|
|
2020
Q4 | $1.77M | Buy |
22,945
+1,833
| +9% | +$141K | 0.34% | 70 |
|
|
2020
Q3 | $1.47M | Buy |
21,112
+5,224
| +33% | +$363K | 0.32% | 72 |
|
|
2020
Q2 | $954K | Sell |
15,888
-616
| -4% | -$37K | 0.22% | 85 |
|
|
2020
Q1 | $993K | Sell |
16,504
-796
| -5% | -$47.9K | 0.28% | 79 |
|
|
2019
Q4 | $1.05M | Buy |
17,300
+804
| +5% | +$48.7K | 0.22% | 89 |
|
|
2019
Q3 | $961K | Sell |
16,496
-792
| -5% | -$46.1K | 0.22% | 89 |
|
|
2019
Q2 | $886K | Sell |
17,288
-396
| -2% | -$20.3K | 0.21% | 96 |
|
|
2019
Q1 | $855K | Sell |
17,684
-4,696
| -21% | -$227K | 0.21% | 90 |
|
|
2018
Q4 | $973K | Buy |
22,380
+3,164
| +16% | +$138K | 0.22% | 90 |
|
|
2018
Q3 | $805K | Buy |
19,216
+4
| +0% | +$168 | 0.19% | 96 |
|
|
2018
Q2 | $802K | Sell |
19,212
-292
| -1% | -$12.2K | 0.2% | 93 |
|
|
2018
Q1 | $796K | Buy |
19,504
+124
| +0.6% | +$5.06K | 0.2% | 94 |
|
|
2017
Q4 | $757K | Buy |
19,380
+4
| +0% | +$156 | 0.19% | 97 |
|
|
2017
Q3 | $710K | Buy |
19,376
+8
| +0% | +$293 | 0.18% | 100 |
|
|
2017
Q2 | $679K | Sell |
19,368
-516
| -3% | -$18.1K | 0.19% | 100 |
|
|
2017
Q1 | $638K | Sell |
19,884
-1,836
| -8% | -$58.9K | 0.18% | 101 |
|
|
2016
Q4 | $649K | Sell |
21,720
-892
| -4% | -$26.7K | 0.19% | 96 |
|
|
2016
Q3 | $692K | Sell |
22,612
-1,116
| -5% | -$34.2K | 0.21% | 91 |
|
|
2016
Q2 | $774K | Sell |
23,728
-496
| -2% | -$16.2K | 0.25% | 85 |
|
|
2016
Q1 | $717K | Sell |
24,224
-392
| -2% | -$11.6K | 0.23% | 88 |
|
|
2015
Q4 | $639K | Sell |
24,616
-2,796
| -10% | -$72.6K | 0.2% | 98 |
|
|
2015
Q3 | $668K | Sell |
27,412
-392
| -1% | -$9.55K | 0.22% | 95 |
|
|
2015
Q2 | $681K | Buy |
27,804
+4
| +0% | +$98 | 0.21% | 85 |
|
|
2015
Q1 | $723K | Sell |
27,800
-116
| -0.4% | -$3.02K | 0.24% | 81 |
|
|
2014
Q4 | $742K | Buy |
27,916
+508
| +2% | +$13.5K | 0.3% | 72 |
|
|
2014
Q3 | $643K | Buy |
27,408
+732
| +3% | +$17.2K | 0.27% | 71 |
|
|
2014
Q2 | $683K | Buy |
26,676
+456
| +2% | +$11.7K | 0.3% | 68 |
|
|
2014
Q1 | $627K | Buy |
26,220
+872
| +3% | +$20.9K | 0.27% | 70 |
|
|
2013
Q4 | $543K | Sell |
25,348
-920
| -4% | -$19.7K | 0.24% | 75 |
|
|
2013
Q3 | $526K | Buy |
26,268
+3,812
| +17% | +$76.3K | 0.26% | 71 |
|
|
2013
Q2 | $457K | Buy |
+22,456
| New | +$457K | 0.22% | 77 |
|