IAA
Independent Advisor Alliance’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Sell |
121,171
-5,681
| -4% | -$394K | 0.24% | 70 |
|
|
2025
Q1 | $8.99M | Buy |
126,852
+2,999
| +2% | +$213K | 0.3% | 59 |
|
|
2024
Q4 | $8.88M | Sell |
123,853
-1,546
| -1% | -$111K | 0.12% | 180 |
|
|
2024
Q3 | $10.6M | Sell |
125,399
-2,348
| -2% | -$198K | 0.39% | 45 |
|
|
2024
Q2 | $9.05M | Buy |
127,747
+13,933
| +12% | +$987K | 0.31% | 59 |
|
|
2024
Q1 | $7.27M | Sell |
113,814
-5,748
| -5% | -$367K | 0.26% | 74 |
|
|
2023
Q4 | $7.26M | Buy |
119,562
+9,141
| +8% | +$555K | 0.26% | 71 |
|
|
2023
Q3 | $6.33M | Sell |
110,421
-14,873
| -12% | -$852K | 0.29% | 65 |
|
|
2023
Q2 | $9.3M | Buy |
125,294
+591
| +0.5% | +$43.9K | 0.41% | 50 |
|
|
2023
Q1 | $9.61M | Buy |
124,703
+21,526
| +21% | +$1.66M | 0.46% | 46 |
|
|
2022
Q4 | $229K | Buy |
103,177
+374
| +0.4% | +$830 | 0.08% | 136 |
|
|
2022
Q3 | $8.06M | Sell |
102,803
-9,112
| -8% | -$714K | 0.47% | 49 |
|
|
2022
Q2 | $8.67M | Buy |
111,915
+295
| +0.3% | +$22.9K | 0.48% | 52 |
|
|
2022
Q1 | $9.46M | Sell |
111,620
-3,719
| -3% | -$315K | 0.46% | 53 |
|
|
2021
Q4 | $10.8M | Buy |
115,339
+17,678
| +18% | +$1.65M | 0.53% | 47 |
|
|
2021
Q3 | $7.67M | Buy |
97,661
+6,436
| +7% | +$505K | 0.43% | 66 |
|
|
2021
Q2 | $6.69M | Buy |
91,225
+6,095
| +7% | +$447K | 0.37% | 71 |
|
|
2021
Q1 | $6.44M | Buy |
85,130
+26,324
| +45% | +$1.99M | 0.38% | 71 |
|
|
2020
Q4 | $4.54M | Buy |
58,806
+45,922
| +356% | +$3.54M | 0.31% | 80 |
|
|
2020
Q3 | $3.58M | Sell |
12,884
-2,967
| -19% | -$824K | 0.27% | 87 |
|
|
2020
Q2 | $3.81M | Sell |
15,851
-1,090
| -6% | -$262K | 0.41% | 50 |
|
|
2020
Q1 | $4.08M | Buy |
16,941
+1,623
| +11% | +$390K | 0.59% | 37 |
|
|
2019
Q4 | $3.71M | Buy |
15,318
+1,005
| +7% | +$243K | 0.16% | 139 |
|
|
2019
Q3 | $3.33M | Sell |
14,313
-3,247
| -18% | -$754K | 0.41% | 54 |
|
|
2019
Q2 | $3.39M | Buy |
17,560
+4,676
| +36% | +$903K | 0.49% | 40 |
|
|
2019
Q1 | $2.49M | Buy |
12,884
+3,519
| +38% | +$680K | 0.35% | 66 |
|
|
2018
Q4 | $1.63M | Buy |
9,365
+1,708
| +22% | +$297K | 0.29% | 81 |
|
|
2018
Q3 | $1.27M | Buy |
7,657
+337
| +5% | +$55.9K | 0.23% | 94 |
|
|
2018
Q2 | $1.22M | Buy |
7,320
+57
| +0.8% | +$9.5K | 0.25% | 90 |
|
|
2018
Q1 | $1.18M | Buy |
7,263
+24
| +0.3% | +$3.9K | 0.26% | 88 |
|
|
2017
Q4 | $1.11M | Sell |
7,239
-32
| -0.4% | -$4.89K | 0.25% | 98 |
|
|
2017
Q3 | $1.08M | Buy |
7,271
+164
| +2% | +$24.2K | 0.3% | 89 |
|
|
2017
Q2 | $1M | Sell |
7,107
-78
| -1% | -$11K | 0.32% | 88 |
|
|
2017
Q1 | $939K | Sell |
7,185
-43
| -0.6% | -$5.62K | 0.15% | 169 |
|
|
2016
Q4 | $862K | Buy |
+7,228
| New | +$862K | 0.37% | 80 |
|