Kestra 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 | $32.5M | Sell |
468,650
-8,172
| -2% | -$567K | 0.16% | 114 |
|
|
2025
Q1 | $33.8M | Sell |
476,822
-27,583
| -5% | -$1.96M | 0.16% | 96 |
|
|
2024
Q4 | $36.2M | Buy |
504,405
+54,001
| +12% | +$3.87M | 0.2% | 99 |
|
|
2024
Q3 | $38.1M | Sell |
450,404
-3,397
| -0.7% | -$287K | 0.21% | 91 |
|
|
2024
Q2 | $32.1M | Buy |
453,801
+102,325
| +29% | +$7.25M | 0.18% | 112 |
|
|
2024
Q1 | $22.5M | Buy |
351,476
+21,555
| +7% | +$1.38M | 0.15% | 131 |
|
|
2023
Q4 | $20M | Buy |
329,921
+13,630
| +4% | +$828K | 0.16% | 119 |
|
|
2023
Q3 | $18.1M | Sell |
316,291
-10,244
| -3% | -$587K | 0.18% | 119 |
|
|
2023
Q2 | $24.2M | Buy |
326,535
+42,909
| +15% | +$3.18M | 0.24% | 86 |
|
|
2023
Q1 | $21.9M | Sell |
283,626
-100,766
| -26% | -$7.77M | 0.24% | 90 |
|
|
2022
Q4 | $32.1M | Buy |
384,392
+30,765
| +9% | +$2.57M | 0.29% | 71 |
|
|
2022
Q3 | $27.7M | Buy |
353,627
+52,254
| +17% | +$4.1M | 0.3% | 69 |
|
|
2022
Q2 | $23.3M | Buy |
301,373
+55,878
| +23% | +$4.33M | 0.24% | 89 |
|
|
2022
Q1 | $20.8M | Sell |
245,495
-8,440
| -3% | -$715K | 0.22% | 97 |
|
|
2021
Q4 | $23.7M | Buy |
253,935
+24,876
| +11% | +$2.32M | 0.24% | 87 |
|
|
2021
Q3 | $18M | Sell |
229,059
-9,587
| -4% | -$753K | 0.18% | 132 |
|
|
2021
Q2 | $17.5M | Buy |
238,646
+18,040
| +8% | +$1.32M | 0.2% | 122 |
|
|
2021
Q1 | $16.7M | Sell |
220,606
-4,945
| -2% | -$374K | 0.21% | 113 |
|
|
2020
Q4 | $17.1M | Buy |
225,551
+2,387
| +1% | +$181K | 0.2% | 118 |
|
|
2020
Q3 | $15.5M | Buy |
+223,164
| New | +$15.5M | 0.29% | 76 |
|