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

Optimum 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	$194K	Buy	2,800 +373	+15%	+$25.9K	0.08%	178
2025 Q1	$172K	Buy	2,427 +27	+1%	+$1.91K	0.08%	186
2024 Q4	$172K	Hold	2,400	–	–	0.08%	191
2024 Q3	$203K	Hold	2,400	–	–	0.09%	187
2024 Q2	$170K	Hold	2,400	–	–	0.08%	203
2024 Q1	$153K	Hold	2,400	–	–	0.07%	215
2023 Q4	$146K	Sell	2,400 -2,002	-45%	-$122K	0.07%	208
2023 Q3	$252K	Sell	4,402 -1,598	-27%	-$91.6K	0.13%	161
2023 Q2	$445K	Hold	6,000	–	–	0.22%	111
2023 Q1	$462K	Sell	6,000 -1,610	-21%	-$124K	0.24%	101
2022 Q4	$636K	Hold	7,610	–	–	0.34%	68
2022 Q3	$597K	Buy	7,610 +10	+0.1%	+$784	0.32%	69
2022 Q2	$589K	Hold	7,600	–	–	0.29%	74
2022 Q1	$644K	Hold	7,600	–	–	0.27%	82
2021 Q4	$710K	Hold	7,600	–	–	0.28%	81
2021 Q3	$597K	Sell	7,600 -2,000	-21%	-$157K	0.25%	93
2021 Q2	$703K	Hold	9,600	–	–	0.22%	100
2021 Q1	$726K	Hold	9,600	–	–	0.21%	104
2020 Q4	$741K	Sell	9,600 -40	-0.4%	-$3.09K	0.22%	103
2020 Q3	$669K	Buy	9,640 +1,200	+14%	+$83.3K	0.22%	103
2020 Q2	$507K	Sell	8,440 -300	-3%	-$18K	0.18%	132
2020 Q1	$526K	Buy	8,740 +400	+5%	+$24.1K	0.22%	112
2019 Q4	$505K	Hold	8,340	–	–	0.15%	159
2019 Q3	$486K	Buy	8,340 +340	+4%	+$19.8K	0.15%	159
2019 Q2	$410K	Buy	8,000 +1,292	+19%	+$66.2K	0.13%	167
2019 Q1	$324K	Buy	6,708 +2,160	+47%	+$104K	0.11%	204
2018 Q4	$198K	Sell	4,548 -292	-6%	-$12.7K	0.07%	257
2018 Q3	$203K	Buy	4,840 +292	+6%	+$12.2K	0.06%	305
2018 Q2	$190K	Hold	4,548	–	–	0.05%	302
2018 Q1	$186K	Buy	+4,548	New	+$186K	0.05%	298
2015 Q1	$133K	Sell	5,112 -3,112	-38%	-$81K	0.04%	340
2014 Q4	$136K	Buy	8,224 +3,112	+61%	+$51.5K	0.04%	321
2014 Q3	$125K	Sell	5,112 -2,000	-28%	-$48.9K	0.04%	322
2014 Q2	$182K	Buy	7,112 +4,000	+129%	+$102K	0.06%	268
2014 Q1	$74K	Hold	3,112	–	–	0.03%	336
2013 Q4	$67K	Hold	3,112	–	–	0.03%	351
2013 Q3	$62K	Buy	+3,112	New	+$62K	0.03%	345