JNBA Financial 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 | $91.1K | Hold |
1,313
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $93.1K | Hold |
1,313
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $94.1K | Buy |
1,313
+80
| +6% | +$5.74K | 0.01% | 224 |
|
|
2024
Q3 | $104K | Sell |
1,233
-44
| -3% | -$3.72K | 0.01% | 218 |
|
|
2024
Q2 | $90.4K | Hold |
1,277
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $81.6K | Hold |
1,277
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $77.6K | Sell |
1,277
-25
| -2% | -$1.52K | 0.01% | 251 |
|
|
2023
Q3 | $74.6K | Buy |
1,302
+25
| +2% | +$1.43K | 0.01% | 246 |
|
|
2023
Q2 | $94.8K | Sell |
1,277
-124
| -9% | -$9.2K | 0.01% | 232 |
|
|
2023
Q1 | $108K | Buy |
1,401
+297
| +27% | +$22.9K | 0.01% | 225 |
|
|
2022
Q4 | $92.3K | Sell |
1,104
-35
| -3% | -$2.93K | 0.01% | 233 |
|
|
2022
Q3 | $89K | Sell |
1,139
-207
| -15% | -$16.2K | 0.01% | 231 |
|
|
2022
Q2 | $104K | Buy |
1,346
+96
| +8% | +$7.42K | 0.02% | 218 |
|
|
2022
Q1 | $106K | Sell |
1,250
-250
| -17% | -$21.2K | 0.01% | 224 |
|
|
2021
Q4 | $140K | Buy |
1,500
+200
| +15% | +$18.7K | 0.02% | 212 |
|
|
2021
Q3 | $102K | Sell |
1,300
-675
| -34% | -$53K | 0.01% | 224 |
|
|
2021
Q2 | $145K | Hold |
1,975
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $149K | Buy |
1,975
+888
| +82% | +$67K | 0.02% | 202 |
|
|
2020
Q4 | $84K | Sell |
1,087
-405
| -27% | -$31.3K | 0.01% | 221 |
|
|
2020
Q3 | $104K | Buy |
1,492
+36
| +2% | +$2.51K | 0.02% | 193 |
|
|
2020
Q2 | $87K | Hold |
1,456
| – | – | 0.02% | 195 |
|
|
2020
Q1 | $88K | Hold |
1,456
| – | – | 0.02% | 183 |
|
|
2019
Q4 | $88K | Hold |
1,456
| – | – | 0.02% | 192 |
|
|
2019
Q3 | $85K | Hold |
1,456
| – | – | 0.02% | 182 |
|
|
2019
Q2 | $75K | Hold |
1,456
| – | – | 0.02% | 198 |
|
|
2019
Q1 | $70K | Hold |
1,456
| – | – | 0.02% | 195 |
|
|
2018
Q4 | $63K | Sell |
1,456
-456
| -24% | -$19.7K | 0.01% | 183 |
|
|
2018
Q3 | $80K | Buy |
1,912
+456
| +31% | +$19.1K | 0.04% | 194 |
|
|
2018
Q2 | $61K | Hold |
1,456
| – | – | 0.01% | 206 |
|
|
2018
Q1 | $59K | Hold |
1,456
| – | – | 0.01% | 207 |
|
|
2017
Q4 | $57K | Sell |
1,456
-300
| -17% | -$11.7K | 0.01% | 212 |
|
|
2017
Q3 | $64K | Buy |
1,756
+300
| +21% | +$10.9K | 0.01% | 190 |
|
|
2017
Q2 | $51K | Hold |
1,456
| – | – | 0.01% | 205 |
|
|
2017
Q1 | $47K | Hold |
1,456
| – | – | 0.01% | 207 |
|
|
2016
Q4 | $44K | Sell |
1,456
-20,200
| -93% | -$610K | 0.01% | 220 |
|
|
2016
Q3 | $662K | Buy |
21,656
+20,564
| +1,883% | +$629K | 0.1% | 73 |
|
|
2016
Q2 | $36K | Sell |
1,092
-252
| -19% | -$8.31K | 0.01% | 232 |
|
|
2016
Q1 | $40K | Buy |
1,344
+252
| +23% | +$7.5K | 0.01% | 217 |
|
|
2015
Q4 | $28K | Hold |
1,092
| – | – | 0.01% | 248 |
|
|
2015
Q3 | $27K | Hold |
1,092
| – | – | 0.01% | 248 |
|
|
2015
Q2 | $27K | Hold |
1,092
| – | – | 0.01% | 246 |
|
|
2015
Q1 | $28K | Hold |
1,092
| – | – | 0.01% | 245 |
|
|
2014
Q4 | $29K | Hold |
1,092
| – | – | 0.01% | 247 |
|
|
2014
Q3 | $26K | Hold |
1,092
| – | – | 0.01% | 259 |
|
|
2014
Q2 | $28K | Hold |
1,092
| – | – | 0.01% | 230 |
|
|
2014
Q1 | $26K | Hold |
1,092
| – | – | 0.01% | 220 |
|
|
2013
Q4 | $23K | Hold |
1,092
| – | – | 0.01% | 233 |
|
|
2013
Q3 | $22K | Hold |
1,092
| – | – | 0.01% | 227 |
|
|
2013
Q2 | $22K | Buy |
+1,092
| New | +$22K | 0.02% | 203 |
|