Moneta Group Investment 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 | $2.47M | Buy |
35,518
+1,053
| +3% | +$73.1K | 0.03% | 206 |
|
|
2025
Q1 | $2.44M | Sell |
34,465
-10,647
| -24% | -$755K | 0.03% | 187 |
|
|
2024
Q4 | $3.23M | Buy |
45,112
+3,130
| +7% | +$224K | 0.05% | 159 |
|
|
2024
Q3 | $3.55M | Sell |
41,982
-901
| -2% | -$76.2K | 0.05% | 149 |
|
|
2024
Q2 | $3.04M | Buy |
42,883
+3,575
| +9% | +$253K | 0.05% | 155 |
|
|
2024
Q1 | $2.51M | Buy |
39,308
+4,382
| +13% | +$280K | 0.04% | 171 |
|
|
2023
Q4 | $2.12M | Sell |
34,926
-2,236
| -6% | -$136K | 0.04% | 165 |
|
|
2023
Q3 | $2.13M | Sell |
37,162
-931
| -2% | -$53.3K | 0.05% | 161 |
|
|
2023
Q2 | $2.83M | Buy |
38,093
+1,502
| +4% | +$111K | 0.06% | 146 |
|
|
2023
Q1 | $2.82M | Sell |
36,591
-1,493
| -4% | -$115K | 0.07% | 138 |
|
|
2022
Q4 | $2.84M | Sell |
38,084
-7,280
| -16% | -$543K | 0.08% | 129 |
|
|
2022
Q3 | $3.56M | Sell |
45,364
-5,837
| -11% | -$458K | 0.14% | 104 |
|
|
2022
Q2 | $3.97M | Buy |
51,201
+10,415
| +26% | +$807K | 0.14% | 104 |
|
|
2022
Q1 | $3.46M | Buy |
40,786
+7,924
| +24% | +$671K | 0.14% | 98 |
|
|
2021
Q4 | $3.07M | Buy |
32,862
+959
| +3% | +$89.5K | 0.12% | 109 |
|
|
2021
Q3 | $2.51M | Sell |
31,903
-2,308
| -7% | -$181K | 0.12% | 113 |
|
|
2021
Q2 | $2.51M | Buy |
34,211
+9,532
| +39% | +$699K | 0.12% | 123 |
|
|
2021
Q1 | $1.87M | Buy |
24,679
+15,995
| +184% | +$1.21M | 0.1% | 126 |
|
|
2020
Q4 | $670K | Sell |
8,684
-32,992
| -79% | -$2.55M | 0.05% | 171 |
|
|
2020
Q3 | $723K | Buy |
41,676
+32,032
| +332% | +$556K | 0.06% | 144 |
|
|
2020
Q2 | $579K | Buy |
9,644
+552
| +6% | +$33.1K | 0.06% | 147 |
|
|
2020
Q1 | $547K | Buy |
9,092
+4,284
| +89% | +$258K | 0.06% | 143 |
|
|
2019
Q4 | $291K | Buy |
4,808
+516
| +12% | +$31.2K | 0.02% | 208 |
|
|
2019
Q3 | $250K | Buy |
+4,292
| New | +$250K | 0.02% | 223 |
|
|
2018
Q4 | – | Sell |
-7,064
| Closed | -$296K | – | 234 |
|
|
2018
Q3 | $296K | Sell |
7,064
-28,020
| -80% | -$1.17M | 0.03% | 183 |
|
|
2018
Q2 | $1.47M | Buy |
35,084
+33,756
| +2,542% | +$1.41M | 0.16% | 82 |
|
|
2018
Q1 | $54K | Buy |
1,328
+1,312
| +8,200% | +$53.3K | 0.01% | 312 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 419 |
|
|
2016
Q3 | – | Sell |
-16,980
| Closed | -$554K | – | 151 |
|
|
2016
Q2 | $554K | Buy |
16,980
+4,580
| +37% | +$149K | 0.12% | 104 |
|
|
2016
Q1 | $360K | Buy |
+12,400
| New | +$360K | 0.08% | 123 |
|
|
2015
Q4 | – | Sell |
-3,588
| Closed | -$88K | – | 318 |
|
|
2015
Q3 | $88K | Buy |
+3,588
| New | +$88K | 0.02% | 184 |
|