Merit Financial Group’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 | $4.94M | Buy |
71,114
+24,941
| +54% | +$1.73M | 0.06% | 281 |
|
|
2025
Q1 | $3.27M | Buy |
46,173
+14,804
| +47% | +$1.05M | 0.05% | 298 |
|
|
2024
Q4 | $2.25M | Buy |
31,369
+8,564
| +38% | +$614K | 0.04% | 330 |
|
|
2024
Q3 | $1.93M | Sell |
22,805
-3,639
| -14% | -$308K | 0.04% | 279 |
|
|
2024
Q2 | $1.87M | Buy |
26,444
+2,000
| +8% | +$142K | 0.04% | 280 |
|
|
2024
Q1 | $1.71M | Buy |
24,444
+4,533
| +23% | +$318K | 0.04% | 284 |
|
|
2023
Q4 | $1.21M | Buy |
19,911
+3,362
| +20% | +$204K | 0.04% | 270 |
|
|
2023
Q3 | $948K | Sell |
16,549
-3,056
| -16% | -$175K | 0.03% | 330 |
|
|
2023
Q2 | $1.45M | Buy |
19,605
+1,579
| +9% | +$117K | 0.05% | 269 |
|
|
2023
Q1 | $1.39M | Sell |
18,026
-103
| -0.6% | -$7.94K | 0.05% | 240 |
|
|
2022
Q4 | $1.52M | Buy |
18,129
+3,733
| +26% | +$312K | 0.05% | 233 |
|
|
2022
Q3 | $1.13M | Buy |
14,396
+2,633
| +22% | +$206K | 0.05% | 228 |
|
|
2022
Q2 | $911K | Buy |
11,763
+197
| +2% | +$15.3K | 0.03% | 267 |
|
|
2022
Q1 | $980K | Buy |
11,566
+2,239
| +24% | +$190K | 0.06% | 155 |
|
|
2021
Q4 | $871K | Sell |
9,327
-341
| -4% | -$31.8K | 0.09% | 111 |
|
|
2021
Q3 | $759K | Buy |
9,668
+515
| +6% | +$40.4K | 0.08% | 124 |
|
|
2021
Q2 | $671K | Buy |
9,153
+64
| +0.7% | +$4.69K | 0.06% | 134 |
|
|
2021
Q1 | $687K | Buy |
9,089
+18
| +0.2% | +$1.36K | 0.07% | 127 |
|
|
2020
Q4 | $700K | Buy |
9,071
+183
| +2% | +$14.1K | 0.07% | 110 |
|
|
2020
Q3 | $617K | Buy |
8,888
+16
| +0.2% | +$1.11K | 0.06% | 122 |
|
|
2020
Q2 | $533K | Sell |
8,872
-3,576
| -29% | -$215K | 0.05% | 122 |
|
|
2020
Q1 | $749K | Sell |
12,448
-1,224
| -9% | -$73.6K | 0.08% | 92 |
|
|
2019
Q4 | $828K | Buy |
13,672
+10,172
| +291% | +$616K | 0.07% | 97 |
|
|
2019
Q3 | $204K | Buy |
+3,500
| New | +$204K | 0.02% | 134 |
|
|
2019
Q1 | – | Sell |
-13,908
| Closed | -$604K | – | 125 |
|
|
2018
Q4 | $604K | Sell |
13,908
-1,076
| -7% | -$46.7K | 0.09% | 42 |
|
|
2018
Q3 | $627K | Buy |
14,984
+5,816
| +63% | +$243K | 0.1% | 43 |
|
|
2018
Q2 | $382K | Buy |
9,168
+756
| +9% | +$31.5K | 0.07% | 68 |
|
|
2018
Q1 | $343K | Sell |
8,412
-740
| -8% | -$30.2K | 0.07% | 67 |
|
|
2017
Q4 | $357K | Buy |
+9,152
| New | +$357K | 0.08% | 69 |
|