OneDigital Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History

OneDigital Investment Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.13M	Sell	30,698 -933	-3%	-$64.8K	0.02%	418
2025 Q1	$2.24M	Buy	31,631 +882	+3%	+$62.5K	0.03%	381
2024 Q4	$2.2M	Sell	30,749 -3,464	-10%	-$248K	0.03%	396
2024 Q3	$2.89M	Sell	34,213 -1,072	-3%	-$90.6K	0.03%	350
2024 Q2	$2.5M	Buy	35,285 +8,861	+34%	+$627K	0.03%	369
2024 Q1	$1.69M	Buy	26,424 +1,003	+4%	+$64.1K	0.03%	382
2023 Q4	$1.54M	Sell	25,421 -12,886	-34%	-$783K	0.03%	363
2023 Q3	$2.19M	Buy	38,307 +6,113	+19%	+$350K	0.05%	267
2023 Q2	$2.39M	Sell	32,194 -2,560	-7%	-$190K	0.05%	247
2023 Q1	$2.68M	Buy	34,754 +1,665	+5%	+$128K	0.06%	228
2022 Q4	$2.77M	Buy	33,089 +757	+2%	+$63.3K	0.08%	206
2022 Q3	$2.54M	Buy	32,332 +454	+1%	+$35.6K	0.09%	158
2022 Q2	$2.47M	Sell	31,878 -1,655	-5%	-$128K	0.11%	135
2022 Q1	$2.84M	Buy	33,533 +4,754	+17%	+$403K	0.11%	126
2021 Q4	$2.69M	Sell	28,779 -1,134	-4%	-$106K	0.1%	133
2021 Q3	$2.35M	Sell	29,913 -1,495	-5%	-$117K	0.09%	142
2021 Q2	$2.3M	Buy	31,408 +1,531	+5%	+$112K	0.09%	140
2021 Q1	$2.26M	Buy	29,877 +4,794	+19%	+$362K	0.11%	134
2020 Q4	$1.94M	Sell	25,083 -1,957	-7%	-$151K	0.1%	142
2020 Q3	$1.88M	Sell	27,040 -5,420	-17%	-$376K	0.13%	128
2020 Q2	$1.95M	Buy	32,460 +548	+2%	+$32.9K	0.14%	137
2020 Q1	$1.92M	Sell	31,912 -1,596	-5%	-$96K	0.17%	121
2019 Q4	$2.03M	Buy	33,508 +620	+2%	+$37.5K	0.16%	124
2019 Q3	$1.92M	Buy	32,888 +6,540	+25%	+$381K	0.17%	116
2019 Q2	$1.35M	Buy	26,348 +20,732	+369%	+$1.06M	0.1%	114
2019 Q1	$271K	Buy	5,616 +312	+6%	+$15.1K	0.04%	240
2018 Q4	$231K	Buy	5,304 +3,380	+176%	+$147K	0.04%	242
2018 Q3	$81K	Hold	1,924	–	–	0.02%	309
2018 Q2	$80K	Hold	1,924	–	–	0.02%	378
2018 Q1	$79K	Hold	1,924	–	–	0.02%	399
2017 Q4	$75K	Hold	1,924	–	–	0.01%	406
2017 Q3	$70K	Buy	1,924 +236	+14%	+$8.59K	0.03%	302
2017 Q2	$59K	Buy	+1,688	New	+$59K	0.02%	425