Nicolet Advisory Services’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 | $1.24M | Buy |
17,618
+1,679
| +11% | +$118K | 0.11% | 100 |
|
2025
Q1 | $1.06M | Sell |
15,939
-1,199
| -7% | -$80K | 0.11% | 104 |
|
2024
Q4 | $1.15M | Sell |
17,138
-966
| -5% | -$65.1K | 0.11% | 98 |
|
2024
Q3 | $1.54M | Sell |
18,104
-389
| -2% | -$33.1K | 0.15% | 73 |
|
2024
Q2 | $1.35M | Buy |
18,493
+911
| +5% | +$66.4K | 0.13% | 80 |
|
2024
Q1 | $1.15M | Buy |
17,582
+4,839
| +38% | +$316K | 0.12% | 88 |
|
2023
Q4 | $791K | Sell |
12,743
-6,095
| -32% | -$378K | 0.09% | 118 |
|
2023
Q3 | $954K | Buy |
18,838
+2,386
| +15% | +$121K | 0.11% | 102 |
|
2023
Q2 | $1.2M | Buy |
16,452
+2,076
| +14% | +$152K | 0.13% | 81 |
|
2023
Q1 | $1.14M | Buy |
14,376
+3,166
| +28% | +$250K | 0.13% | 85 |
|
2022
Q4 | $953K | Buy |
11,210
+2,152
| +24% | +$183K | 0.13% | 81 |
|
2022
Q3 | $695K | Buy |
9,058
+1,472
| +19% | +$113K | 0.11% | 78 |
|
2022
Q2 | $610K | Buy |
7,586
+392
| +5% | +$31.5K | 0.09% | 89 |
|
2022
Q1 | $619K | Buy |
7,194
+358
| +5% | +$30.8K | 0.08% | 88 |
|
2021
Q4 | $638K | Sell |
6,836
-2,404
| -26% | -$224K | 0.08% | 89 |
|
2021
Q3 | $725K | Buy |
9,240
+2,382
| +35% | +$187K | 0.09% | 86 |
|
2021
Q2 | $503K | Buy |
6,858
+669
| +11% | +$49.1K | 0.07% | 110 |
|
2021
Q1 | $468K | Sell |
6,189
-1,408
| -19% | -$106K | 0.07% | 112 |
|
2020
Q4 | $586K | Buy |
7,597
+3,457
| +84% | +$267K | 0.08% | 91 |
|
2020
Q3 | $287K | Sell |
4,140
-2,340
| -36% | -$162K | 0.04% | 131 |
|
2020
Q2 | $389K | Sell |
6,480
-12
| -0.2% | -$720 | 0.06% | 128 |
|
2020
Q1 | $391K | Buy |
6,492
+1,788
| +38% | +$108K | 0.07% | 122 |
|
2019
Q4 | $285K | Buy |
4,704
+48
| +1% | +$2.91K | 0.04% | 138 |
|
2019
Q3 | $271K | Hold |
4,656
| – | – | 0.04% | 134 |
|
2019
Q2 | $238K | Buy |
4,656
+24
| +0.5% | +$1.23K | 0.04% | 139 |
|
2019
Q1 | $224K | Buy |
+4,632
| New | +$224K | 0.04% | 136 |
|