IA
IFG Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
3,296
+1
| +0% | +$69 | 0.04% | 152 |
|
|
2025
Q1 | $234K | Buy |
3,295
+1
| +0% | +$71 | 0.05% | 135 |
|
|
2024
Q4 | $236K | Buy |
3,294
+380
| +13% | +$27.2K | 0.05% | 131 |
|
|
2024
Q3 | $246K | Sell |
2,914
-14
| -0.5% | -$1.18K | 0.05% | 121 |
|
|
2024
Q2 | $207K | Buy |
+2,928
| New | +$207K | 0.05% | 131 |
|
|
2023
Q3 | – | Sell |
-3,009
| Closed | -$223K | – | 118 |
|
|
2023
Q2 | $223K | Buy |
3,009
+44
| +1% | +$3.27K | 0.08% | 113 |
|
|
2023
Q1 | $229K | Buy |
2,965
+6
| +0.2% | +$462 | 0.09% | 111 |
|
|
2022
Q4 | $247K | Buy |
2,959
+1
| +0% | +$84 | 0.11% | 100 |
|
|
2022
Q3 | $232K | Buy |
2,958
+1
| +0% | +$78 | 0.12% | 98 |
|
|
2022
Q2 | $229K | Buy |
2,957
+1
| +0% | +$77 | 0.12% | 94 |
|
|
2022
Q1 | $250K | Buy |
2,956
+133
| +5% | +$11.2K | 0.11% | 95 |
|
|
2021
Q4 | $264K | Sell |
2,823
-46
| -2% | -$4.3K | 0.11% | 89 |
|
|
2021
Q3 | $225K | Buy |
2,869
+109
| +4% | +$8.55K | 0.1% | 95 |
|
|
2021
Q2 | $202K | Hold |
2,760
| – | – | 0.1% | 100 |
|
|
2021
Q1 | $209K | Hold |
2,760
| – | – | 0.11% | 91 |
|
|
2020
Q4 | $213K | Buy |
+2,760
| New | +$213K | 0.13% | 80 |
|