OA
Operose Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2K | Buy |
579
+52
| +10% | +$3.61K | 0.01% | 245 |
|
|
2025
Q1 | $37.4K | Hold |
527
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $37.8K | Sell |
527
-624
| -54% | -$44.7K | 0.01% | 231 |
|
|
2024
Q3 | $97.3K | Buy |
1,151
+127
| +12% | +$10.7K | 0.03% | 198 |
|
|
2024
Q2 | $72.5K | Hold |
1,024
| – | – | 0.03% | 202 |
|
|
2024
Q1 | $65.4K | Buy |
1,024
+400
| +64% | +$25.6K | 0.02% | 222 |
|
|
2023
Q4 | $37.9K | Sell |
624
-1,286
| -67% | -$78.1K | 0.02% | 249 |
|
|
2023
Q3 | $109K | Buy |
+1,910
| New | +$109K | 0.04% | 197 |
|
|
2023
Q1 | – | Sell |
-145
| Closed | -$12.1K | – | 372 |
|
|
2022
Q4 | $12.1K | Hold |
145
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $11K | Hold |
145
| – | – | 0.01% | 253 |
|
|
2022
Q2 | $11K | Hold |
145
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $12K | Buy |
+145
| New | +$12K | 0.01% | 253 |
|