Mutual 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 | $1.73M | Buy |
24,064
+256
| +1% | +$18.4K | 0.04% | 354 |
|
|
2025
Q1 | $1.57M | Buy |
23,808
+5
| +0% | +$330 | 0.05% | 341 |
|
|
2024
Q4 | $1.7M | Buy |
23,803
+6,048
| +34% | +$432K | 0.05% | 317 |
|
|
2024
Q3 | $1.47M | Sell |
17,755
-426
| -2% | -$35.3K | 0.04% | 351 |
|
|
2024
Q2 | $1.35M | Sell |
18,181
-3,464
| -16% | -$258K | 0.04% | 382 |
|
|
2024
Q1 | $1.38M | Sell |
21,645
-146
| -0.7% | -$9.33K | 0.04% | 371 |
|
|
2023
Q4 | $1.32M | Buy |
21,791
+1,512
| +7% | +$91.8K | 0.05% | 378 |
|
|
2023
Q3 | $1.16M | Buy |
20,279
+1,175
| +6% | +$67.3K | 0.05% | 378 |
|
|
2023
Q2 | $1.42M | Buy |
19,104
+1,853
| +11% | +$137K | 0.05% | 336 |
|
|
2023
Q1 | $1.33M | Buy |
17,251
+1,197
| +7% | +$92.3K | 0.05% | 347 |
|
|
2022
Q4 | $1.34M | Buy |
16,054
+717
| +5% | +$59.9K | 0.06% | 331 |
|
|
2022
Q3 | $1.2M | Sell |
15,337
-681
| -4% | -$53.4K | 0.06% | 322 |
|
|
2022
Q2 | $1.24M | Sell |
16,018
-374
| -2% | -$29K | 0.08% | 281 |
|
|
2022
Q1 | $1.39M | Buy |
16,392
+37
| +0.2% | +$3.14K | 0.08% | 278 |
|
|
2021
Q4 | $1.53M | Buy |
16,355
+344
| +2% | +$32.1K | 0.08% | 277 |
|
|
2021
Q3 | $1.26M | Sell |
16,011
-775
| -5% | -$60.8K | 0.07% | 306 |
|
|
2021
Q2 | $1.23M | Sell |
16,786
-2,668
| -14% | -$195K | 0.07% | 315 |
|
|
2021
Q1 | $1.47M | Buy |
19,454
+407
| +2% | +$30.8K | 0.1% | 246 |
|
|
2020
Q4 | $1.47M | Sell |
19,047
-3,249
| -15% | -$251K | 0.11% | 222 |
|
|
2020
Q3 | $1.55M | Buy |
22,296
+1,708
| +8% | +$119K | 0.13% | 174 |
|
|
2020
Q2 | $1.24M | Buy |
20,588
+1,340
| +7% | +$80.4K | 0.12% | 186 |
|
|
2020
Q1 | $1.16M | Buy |
19,248
+396
| +2% | +$23.8K | 0.16% | 162 |
|
|
2019
Q4 | $1.14M | Buy |
18,852
+3,272
| +21% | +$198K | 0.12% | 208 |
|
|
2019
Q3 | $908K | Sell |
15,580
-3,416
| -18% | -$199K | 0.12% | 213 |
|
|
2019
Q2 | $973K | Buy |
18,996
+640
| +3% | +$32.8K | 0.13% | 210 |
|
|
2019
Q1 | $887K | Buy |
18,356
+252
| +1% | +$12.2K | 0.13% | 190 |
|
|
2018
Q4 | $787K | Buy |
18,104
+2,808
| +18% | +$122K | 0.16% | 166 |
|
|
2018
Q3 | $641K | Buy |
15,296
+992
| +7% | +$41.6K | 0.1% | 244 |
|
|
2018
Q2 | $597K | Sell |
14,304
-492
| -3% | -$20.5K | 0.14% | 214 |
|
|
2018
Q1 | $604K | Buy |
14,796
+5,872
| +66% | +$240K | 0.15% | 210 |
|
|
2017
Q4 | $348K | Buy |
+8,924
| New | +$348K | 0.13% | 201 |
|