Modus 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 | $1.47M | Buy |
21,149
+628
| +3% | +$43.6K | 0.44% | 62 |
|
|
2025
Q1 | $1.45M | Buy |
20,521
+1,025
| +5% | +$72.7K | 0.48% | 60 |
|
|
2024
Q4 | $1.4M | Buy |
19,496
+998
| +5% | +$71.5K | 0.44% | 61 |
|
|
2024
Q3 | $1.56M | Buy |
18,498
+530
| +3% | +$44.8K | 0.51% | 55 |
|
|
2024
Q2 | $1.27M | Buy |
17,968
+1,121
| +7% | +$79.4K | 0.45% | 59 |
|
|
2024
Q1 | $1.08M | Sell |
16,847
-275
| -2% | -$17.6K | 0.4% | 59 |
|
|
2023
Q4 | $1.04M | Sell |
17,122
-3,355
| -16% | -$204K | 0.42% | 54 |
|
|
2023
Q3 | $1.17M | Buy |
20,477
+1,806
| +10% | +$103K | 0.51% | 56 |
|
|
2023
Q2 | $1.39M | Buy |
18,671
+3,786
| +25% | +$281K | 0.59% | 55 |
|
|
2023
Q1 | $1.15M | Buy |
14,885
+863
| +6% | +$66.5K | 0.53% | 57 |
|
|
2022
Q4 | $1.17M | Buy |
14,022
+2,461
| +21% | +$206K | 0.57% | 56 |
|
|
2022
Q3 | $907K | Buy |
11,561
+256
| +2% | +$20.1K | 0.48% | 55 |
|
|
2022
Q2 | $876K | Buy |
11,305
+1,068
| +10% | +$82.8K | 0.44% | 55 |
|
|
2022
Q1 | $867K | Buy |
10,237
+1,345
| +15% | +$114K | 0.38% | 59 |
|
|
2021
Q4 | $830K | Sell |
8,892
-437
| -5% | -$40.8K | 0.35% | 60 |
|
|
2021
Q3 | $733K | Buy |
9,329
+492
| +6% | +$38.7K | 0.32% | 61 |
|
|
2021
Q2 | $648K | Buy |
8,837
+441
| +5% | +$32.3K | 0.27% | 64 |
|
|
2021
Q1 | $635K | Buy |
8,396
+2,763
| +49% | +$209K | 0.29% | 65 |
|
|
2020
Q4 | $435K | Buy |
5,633
+953
| +20% | +$73.6K | 0.23% | 65 |
|
|
2020
Q3 | $325K | Sell |
4,680
-1,192
| -20% | -$82.8K | 0.19% | 70 |
|
|
2020
Q2 | $353K | Sell |
5,872
-288
| -5% | -$17.3K | 0.23% | 63 |
|
|
2020
Q1 | $371K | Buy |
6,160
+964
| +19% | +$58.1K | 0.34% | 46 |
|
|
2019
Q4 | $315K | Buy |
+5,196
| New | +$315K | 0.25% | 56 |
|