Insigneo Advisory Services’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 | $1.44M | Buy |
20,686
+2,386
| +13% | +$166K | 0.12% | 145 |
|
|
2025
Q1 | $1.3M | Buy |
18,300
+1,975
| +12% | +$140K | 0.13% | 142 |
|
|
2024
Q4 | $1.17M | Sell |
16,325
-8,435
| -34% | -$605K | 0.12% | 151 |
|
|
2024
Q3 | $2.09M | Sell |
24,760
-4,046
| -14% | -$342K | 0.21% | 102 |
|
|
2024
Q2 | $2.21M | Buy |
28,806
+1,605
| +6% | +$123K | 0.25% | 81 |
|
|
2024
Q1 | $1.74M | Buy |
27,201
+1,097
| +4% | +$70.1K | 0.21% | 98 |
|
|
2023
Q4 | $1.59M | Buy |
26,104
+6,114
| +31% | +$371K | 0.22% | 94 |
|
|
2023
Q3 | $1.15M | Buy |
19,990
+4,347
| +28% | +$249K | 0.23% | 96 |
|
|
2023
Q2 | $1.16M | Buy |
15,643
+10,244
| +190% | +$760K | 0.22% | 97 |
|
|
2023
Q1 | $416K | Sell |
5,399
-78
| -1% | -$6.01K | 0.13% | 164 |
|
|
2022
Q4 | $458K | Buy |
+5,477
| New | +$458K | 0.17% | 133 |
|