IFP 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 | $3.51M | Sell |
49,789
-4,486
| -8% | -$316K | 0.1% | 218 |
|
|
2025
Q1 | $3.85M | Sell |
54,275
-15,465
| -22% | -$1.1M | 0.12% | 193 |
|
|
2024
Q4 | $5M | Buy |
69,740
+12,322
| +21% | +$884K | 0.16% | 136 |
|
|
2024
Q3 | $4.85M | Sell |
57,418
-764
| -1% | -$64.6K | 0.17% | 128 |
|
|
2024
Q2 | $4.12M | Buy |
58,182
+3,607
| +7% | +$255K | 0.16% | 128 |
|
|
2024
Q1 | $3.49M | Buy |
54,575
+695
| +1% | +$44.4K | 0.15% | 145 |
|
|
2023
Q4 | $3.27M | Sell |
53,880
-6,915
| -11% | -$420K | 0.15% | 147 |
|
|
2023
Q3 | $3.48M | Sell |
60,795
-103
| -0.2% | -$5.9K | 0.16% | 125 |
|
|
2023
Q2 | $4.52M | Sell |
60,898
-6,171
| -9% | -$458K | 0.19% | 110 |
|
|
2023
Q1 | $10.8M | Sell |
67,069
-45,309
| -40% | -$7.3M | 0.47% | 41 |
|
|
2022
Q4 | $18.1M | Buy |
112,378
+18,224
| +19% | +$2.94M | 0.48% | 28 |
|
|
2022
Q3 | $15.2M | Buy |
94,154
+7,116
| +8% | +$1.15M | 0.4% | 42 |
|
|
2022
Q2 | $14M | Hold |
87,038
| – | – | 0.45% | 38 |
|
|
2022
Q1 | $14M | Buy |
87,038
+8,831
| +11% | +$1.42M | 0.45% | 38 |
|
|
2021
Q4 | $7.3M | Buy |
78,207
+15,027
| +24% | +$1.4M | 0.14% | 82 |
|
|
2021
Q3 | $4.96M | Buy |
63,180
+4,374
| +7% | +$344K | 0.1% | 111 |
|
|
2021
Q2 | $4.3M | Buy |
58,806
+204
| +0.3% | +$14.9K | 0.09% | 128 |
|
|
2021
Q1 | $4.42M | Sell |
58,602
-739
| -1% | -$55.8K | 0.09% | 111 |
|
|
2020
Q4 | $4.57M | Buy |
59,341
+781
| +1% | +$60.2K | 0.19% | 93 |
|
|
2020
Q3 | $4.06M | Buy |
58,560
+2,140
| +4% | +$149K | 0.24% | 82 |
|
|
2020
Q2 | $3.36M | Sell |
56,420
-12,684
| -18% | -$755K | 0.27% | 80 |
|
|
2020
Q1 | $3.99M | Sell |
69,104
-4,248
| -6% | -$246K | 0.4% | 52 |
|
|
2019
Q4 | $4.45M | Sell |
73,352
-13,140
| -15% | -$797K | 0.33% | 64 |
|
|
2019
Q3 | $5M | Buy |
+86,492
| New | +$5M | 0.34% | 68 |
|
|
2019
Q1 | $1.5M | Sell |
31,100
-43,804
| -58% | -$2.12M | 0.21% | 109 |
|
|
2018
Q4 | $3.23M | Sell |
74,904
-7,420
| -9% | -$320K | 0.2% | 121 |
|
|
2018
Q3 | $3.45M | Buy |
82,324
+4,564
| +6% | +$191K | 0.14% | 168 |
|
|
2018
Q2 | $3.25M | Buy |
77,760
+7,640
| +11% | +$319K | 0.14% | 174 |
|
|
2018
Q1 | $2.74M | Hold |
70,120
| – | – | 0.12% | 191 |
|
|
2017
Q4 | $2.74M | Sell |
70,120
-84,796
| -55% | -$3.31M | 0.12% | 191 |
|
|
2017
Q3 | $5.68M | Sell |
154,916
-3,124
| -2% | -$114K | 0.23% | 97 |
|
|
2017
Q2 | $5.54M | Sell |
158,040
-4,572
| -3% | -$160K | 0.23% | 92 |
|
|
2017
Q1 | $5.22M | Buy |
162,612
+9,456
| +6% | +$303K | 0.23% | 96 |
|
|
2016
Q4 | $4.57M | Buy |
153,156
+4,532
| +3% | +$135K | 0.22% | 98 |
|
|
2016
Q3 | $4.55M | Buy |
148,624
+656
| +0.4% | +$20.1K | 0.24% | 87 |
|
|
2016
Q2 | $4.82M | Buy |
147,968
+116,868
| +376% | +$3.81M | 0.27% | 77 |
|
|
2016
Q1 | $1.5M | Sell |
31,100
-94,860
| -75% | -$4.58M | 0.21% | 109 |
|
|
2015
Q4 | $3.27M | Buy |
+125,960
| New | +$3.27M | 0.22% | 100 |
|