IFG 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 | $1.11M | Buy |
15,996
+237
| +2% | +$16.5K | 0.06% | 321 |
|
|
2025
Q1 | $1.12M | Buy |
15,759
+256
| +2% | +$18.1K | 0.06% | 296 |
|
|
2024
Q4 | $1.11M | Buy |
15,503
+1,100
| +8% | +$78.9K | 0.06% | 278 |
|
|
2024
Q3 | $1.22M | Buy |
14,403
+53
| +0.4% | +$4.48K | 0.08% | 253 |
|
|
2024
Q2 | $1.02M | Buy |
14,350
+190
| +1% | +$13.5K | 0.07% | 273 |
|
|
2024
Q1 | $905K | Buy |
14,160
+18
| +0.1% | +$1.15K | 0.07% | 261 |
|
|
2023
Q4 | $859K | Sell |
14,142
-1,123
| -7% | -$68.2K | 0.06% | 275 |
|
|
2023
Q3 | $875K | Buy |
15,265
+1,534
| +11% | +$87.9K | 0.07% | 247 |
|
|
2023
Q2 | $1.02M | Buy |
13,731
+442
| +3% | +$32.8K | 0.09% | 216 |
|
|
2023
Q1 | $1.02M | Buy |
13,289
+1,164
| +10% | +$89.7K | 0.1% | 210 |
|
|
2022
Q4 | $1.01M | Sell |
12,125
-3,341
| -22% | -$279K | 0.1% | 208 |
|
|
2022
Q3 | $1.21M | Buy |
15,466
+2,790
| +22% | +$219K | 0.11% | 188 |
|
|
2022
Q2 | $981K | Sell |
12,676
-1,467
| -10% | -$114K | 0.1% | 190 |
|
|
2022
Q1 | $1.2M | Sell |
14,143
-1,034
| -7% | -$87.6K | 0.12% | 184 |
|
|
2021
Q4 | $1.42M | Sell |
15,177
-281
| -2% | -$26.2K | 0.14% | 168 |
|
|
2021
Q3 | $1.21M | Buy |
15,458
+45
| +0.3% | +$3.53K | 0.13% | 178 |
|
|
2021
Q2 | $1.13M | Sell |
15,413
-846
| -5% | -$62K | 0.13% | 185 |
|
|
2021
Q1 | $1.23M | Buy |
16,259
+1,381
| +9% | +$104K | 0.15% | 159 |
|
|
2020
Q4 | $1.15M | Sell |
14,878
-1,434
| -9% | -$111K | 0.16% | 150 |
|
|
2020
Q3 | $1.13M | Sell |
16,312
-148
| -0.9% | -$10.3K | 0.18% | 129 |
|
|
2020
Q2 | $988K | Buy |
16,460
+1,532
| +10% | +$92K | 0.18% | 132 |
|
|
2020
Q1 | $898K | Sell |
14,928
-984
| -6% | -$59.2K | 0.2% | 120 |
|
|
2019
Q4 | $963K | Sell |
15,912
-212
| -1% | -$12.8K | 0.18% | 142 |
|
|
2019
Q3 | $939K | Sell |
16,124
-1,104
| -6% | -$64.3K | 0.18% | 140 |
|
|
2019
Q2 | $863K | Sell |
17,228
-184
| -1% | -$9.22K | 0.15% | 137 |
|
|
2019
Q1 | $828K | Sell |
17,412
-240
| -1% | -$11.4K | 0.16% | 137 |
|
|
2018
Q4 | $767K | Sell |
17,652
-5,116
| -22% | -$222K | 0.18% | 120 |
|
|
2018
Q3 | $954K | Sell |
22,768
-8,324
| -27% | -$349K | 0.18% | 122 |
|
|
2018
Q2 | $1.1M | Buy |
31,092
+4,176
| +16% | +$148K | 0.23% | 105 |
|
|
2018
Q1 | $973K | Sell |
26,916
-344
| -1% | -$12.4K | 0.22% | 109 |
|
|
2017
Q4 | $956K | Buy |
+27,260
| New | +$956K | 0.22% | 112 |
|