Modera Wealth Management’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 | $3M | Buy |
43,246
+1,988
| +5% | +$138K | 0.04% | 220 |
|
|
2025
Q1 | $2.92M | Sell |
41,258
-2,850
| -6% | -$202K | 0.04% | 216 |
|
|
2024
Q4 | $3.16M | Buy |
44,108
+4,387
| +11% | +$315K | 0.04% | 212 |
|
|
2024
Q3 | $3.36M | Buy |
39,721
+449
| +1% | +$38K | 0.04% | 197 |
|
|
2024
Q2 | $2.78M | Buy |
39,272
+249
| +0.6% | +$17.6K | 0.04% | 197 |
|
|
2024
Q1 | $2.49M | Sell |
39,023
-3,633
| -9% | -$232K | 0.04% | 208 |
|
|
2023
Q4 | $2.59M | Buy |
42,656
+47
| +0.1% | +$2.86K | 0.04% | 203 |
|
|
2023
Q3 | $2.44M | Sell |
42,609
-16,174
| -28% | -$927K | 0.05% | 195 |
|
|
2023
Q2 | $4.36M | Buy |
58,783
+52,633
| +856% | +$3.91M | 0.08% | 167 |
|
|
2023
Q1 | $474K | Sell |
6,150
-130
| -2% | -$10K | 0.02% | 222 |
|
|
2022
Q4 | $525K | Sell |
6,280
-489
| -7% | -$40.9K | 0.02% | 205 |
|
|
2022
Q3 | $531K | Sell |
6,769
-1,609
| -19% | -$126K | 0.03% | 180 |
|
|
2022
Q2 | $649K | Sell |
8,378
-1,227
| -13% | -$95K | 0.03% | 174 |
|
|
2022
Q1 | $814K | Buy |
9,605
+4,455
| +87% | +$378K | 0.04% | 168 |
|
|
2021
Q4 | $481K | Buy |
5,150
+369
| +8% | +$34.5K | 0.02% | 287 |
|
|
2021
Q3 | $375K | Sell |
4,781
-105
| -2% | -$8.24K | 0.02% | 176 |
|
|
2021
Q2 | $358K | Buy |
4,886
+136
| +3% | +$9.97K | 0.02% | 170 |
|
|
2021
Q1 | $359K | Buy |
4,750
+1,559
| +49% | +$118K | 0.02% | 164 |
|
|
2020
Q4 | $246K | Buy |
+3,191
| New | +$246K | 0.02% | 204 |
|
|
2020
Q2 | – | Sell |
-4,636
| Closed | -$279K | – | 156 |
|
|
2020
Q1 | $279K | Buy |
+4,636
| New | +$279K | 0.06% | 117 |
|