Icon Advisers’s NextEra Energy, Inc. NEE Stock Holding History

Icon Advisers’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$955K	Sell	13,762 -3,738	-21%	-$259K	0.22%	137
2025 Q1	$1.24M	Hold	17,500	–	–	0.29%	121
2024 Q4	$1.25M	Hold	17,500	–	–	0.28%	124
2024 Q3	$1.48M	Sell	17,500 -1,900	-10%	-$161K	0.31%	121
2024 Q2	$1.36M	Sell	19,400 -6,400	-25%	-$447K	0.31%	118
2024 Q1	$1.64M	Hold	25,800	–	–	0.36%	116
2023 Q4	$1.57M	Hold	25,800	–	–	0.36%	109
2023 Q3	$1.48M	Hold	25,800	–	–	0.37%	110
2023 Q2	$1.91M	Hold	25,800	–	–	0.49%	89
2023 Q1	$1.99M	Sell	25,800 -35,000	-58%	-$2.7M	0.51%	81
2022 Q4	$5.08M	Sell	60,800 -500	-0.8%	-$41.8K	1.3%	19
2022 Q3	$4.81M	Sell	61,300 -9,000	-13%	-$706K	1.31%	17
2022 Q2	$5.45M	Buy	70,300 +44,000	+167%	+$3.41M	1.26%	15
2022 Q1	$2.23M	Hold	26,300	–	–	0.38%	105
2021 Q4	$2.46M	Hold	26,300	–	–	0.39%	99
2021 Q3	$2.07M	Buy	26,300 +8,900	+51%	+$699K	0.35%	112
2021 Q2	$1.28M	Buy	17,400 +5,800	+50%	+$425K	0.21%	137
2021 Q1	$877K	Hold	11,600	–	–	0.14%	156
2020 Q4	$895K	Sell	11,600 -10,800	-48%	-$833K	0.16%	147
2020 Q3	$1.55M	Sell	22,400 -25,600	-53%	-$1.78M	0.31%	112
2020 Q2	$2.88M	Hold	48,000	–	–	0.56%	56
2020 Q1	$2.89M	Hold	48,000	–	–	0.63%	47
2019 Q4	$2.91M	Buy	48,000 +5,600	+13%	+$339K	0.41%	86
2019 Q3	$2.47M	Hold	42,400	–	–	0.36%	91
2019 Q2	$2.17M	Sell	42,400 -3,600	-8%	-$184K	0.2%	120
2019 Q1	$2.22M	Sell	46,000 -14,800	-24%	-$715K	0.22%	111
2018 Q4	$2.64M	Buy	60,800 +24,000	+65%	+$1.04M	0.28%	98
2018 Q3	$1.54M	Buy	36,800 +16,800	+84%	+$704K	0.13%	161
2018 Q2	$835K	Buy	+20,000	New	+$835K	0.06%	225
2017 Q4	–	Sell	-104,000	Closed	-$3.81M	–	394
2017 Q3	$3.81M	Hold	104,000	–	–	0.27%	120
2017 Q2	$3.64M	Sell	104,000 -51,600	-33%	-$1.81M	0.25%	128
2017 Q1	$4.99M	Sell	155,600 -28,400	-15%	-$912K	0.34%	100
2016 Q4	$5.5M	Buy	184,000 +128,400	+231%	+$3.83M	0.37%	93
2016 Q3	$1.7M	Hold	55,600	–	–	0.11%	226
2016 Q2	$1.81M	Sell	55,600 -14,800	-21%	-$483K	0.12%	201
2016 Q1	$2.08M	Buy	70,400 +22,000	+45%	+$651K	0.15%	172
2015 Q4	$1.26M	Buy	+48,400	New	+$1.26M	0.09%	208
2015 Q2	–	Sell	-18,800	Closed	-$489K	–	366
2015 Q1	$489K	Sell	18,800 -12,000	-39%	-$312K	0.03%	306
2014 Q4	$818K	Hold	30,800	–	–	0.05%	243
2014 Q3	$723K	Sell	30,800 -26,400	-46%	-$620K	0.04%	253
2014 Q2	$1.47M	Buy	57,200 +10,000	+21%	+$256K	0.09%	173
2014 Q1	$1.13M	Hold	47,200	–	–	0.08%	186
2013 Q4	$1.01M	Hold	47,200	–	–	0.07%	180
2013 Q3	$946K	Buy	47,200 +12,800	+37%	+$257K	0.07%	203
2013 Q2	$701K	Buy	+34,400	New	+$701K	0.05%	256