Inspire 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 | $1.29M | Buy |
18,652
+1,152
| +7% | +$80K | 0.13% | 114 |
|
2025
Q1 | $1.24M | Buy |
17,500
+3,532
| +25% | +$250K | 0.14% | 104 |
|
2024
Q4 | $1M | Buy |
13,968
+608
| +5% | +$43.6K | 0.12% | 117 |
|
2024
Q3 | $1.13M | Sell |
13,360
-2,249
| -14% | -$190K | 0.14% | 107 |
|
2024
Q2 | $1.11M | Buy |
15,609
+1,815
| +13% | +$129K | 0.15% | 92 |
|
2024
Q1 | $882K | Buy |
13,794
+9,033
| +190% | +$577K | 0.12% | 114 |
|
2023
Q4 | $289K | Buy |
+4,761
| New | +$289K | 0.04% | 244 |
|
2023
Q3 | – | Sell |
-3,107
| Closed | -$231K | – | 298 |
|
2023
Q2 | $231K | Buy |
+3,107
| New | +$231K | 0.04% | 201 |
|
2023
Q1 | – | Sell |
-2,409
| Closed | -$201K | – | 226 |
|
2022
Q4 | $201K | Sell |
2,409
-338
| -12% | -$28.3K | 0.05% | 156 |
|
2022
Q3 | $215K | Sell |
2,747
-96
| -3% | -$7.51K | 0.06% | 112 |
|
2022
Q2 | $220K | Sell |
2,843
-328
| -10% | -$25.4K | 0.06% | 76 |
|
2022
Q1 | $269K | Sell |
3,171
-314
| -9% | -$26.6K | 0.08% | 66 |
|
2021
Q4 | $325K | Buy |
3,485
+787
| +29% | +$73.4K | 0.09% | 56 |
|
2021
Q3 | $212K | Buy |
+2,698
| New | +$212K | 0.07% | 70 |
|
2021
Q1 | – | Sell |
-1,124
| Closed | -$87K | – | 497 |
|
2020
Q4 | $87K | Buy |
+1,124
| New | +$87K | 0.03% | 146 |
|