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