Krilogy Financial’s NextEra Energy, Inc. NEE Stock Holding History

Krilogy Financial’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$888K	Buy	12,793 +1,891	+17%	+$131K	0.05%	188
2025 Q1	$773K	Buy	10,902 +389	+4%	+$27.6K	0.05%	180
2024 Q4	$754K	Sell	10,513 -7,202	-41%	-$516K	0.05%	180
2024 Q3	$1.5M	Buy	17,715 +864	+5%	+$73K	0.1%	140
2024 Q2	$1.19M	Sell	16,851 -5,766	-25%	-$408K	0.09%	151
2024 Q1	$1.45M	Sell	22,617 -881	-4%	-$56.3K	0.11%	141
2023 Q4	$1.43M	Sell	23,498 -7,056	-23%	-$429K	0.12%	127
2023 Q3	$1.75M	Buy	30,554 +7,865	+35%	+$451K	0.16%	119
2023 Q2	$1.68M	Sell	22,689 -784	-3%	-$58.2K	0.15%	118
2023 Q1	$1.81M	Buy	23,473 +3,213	+16%	+$248K	0.15%	120
2022 Q4	$1.69M	Sell	20,260 -3,041	-13%	-$254K	0.16%	109
2022 Q3	$1.83M	Buy	23,301 +708	+3%	+$55.5K	0.22%	74
2022 Q2	$1.75M	Buy	+22,593	New	+$1.75M	0.2%	79
2022 Q1	–	Sell	-2,229	Closed	-$208K	–	321
2021 Q4	$208K	Sell	2,229 -922	-29%	-$86K	0.02%	267
2021 Q3	$247K	Sell	3,151 -906	-22%	-$71K	0.02%	247
2021 Q2	$297K	Sell	4,057 -1,885	-32%	-$138K	0.03%	221
2021 Q1	$449K	Sell	5,942 -6,384	-52%	-$482K	0.05%	180
2020 Q4	$951K	Buy	12,326 +510	+4%	+$39.3K	0.11%	123
2020 Q3	$820K	Sell	11,816 -576	-5%	-$40K	0.11%	123
2020 Q2	$744K	Buy	+12,392	New	+$744K	0.11%	124
2018 Q4	–	Sell	-1,656	Closed	-$69K	–	488
2018 Q3	$69K	Buy	+1,656	New	+$69K	0.02%	273
2018 Q2	–	Sell	-1,404	Closed	-$57K	–	481
2018 Q1	$57K	Sell	1,404 -128	-8%	-$5.2K	0.01%	308
2017 Q4	$60K	Sell	1,532 -1,440	-48%	-$56.4K	0.01%	297
2017 Q3	$109K	Sell	2,972 -88	-3%	-$3.23K	0.03%	225
2017 Q2	$107K	Sell	3,060 -148	-5%	-$5.18K	0.03%	205
2017 Q1	$96K	Hold	3,208	–	–	0.03%	204
2016 Q4	$96K	Buy	3,208 +188	+6%	+$5.63K	0.03%	204
2016 Q3	$92K	Buy	3,020 +152	+5%	+$4.63K	0.03%	218
2016 Q2	$94K	Buy	2,868 +1,300	+83%	+$42.6K	0.03%	205
2016 Q1	$46K	Buy	+1,568	New	+$46K	0.02%	272