Optimum Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Hold |
2,800
| – | – | 0.08% | 183 |
|
|
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% | -$114K | 0.07% | 208 |
|
|
2023
Q3 | $252K | Sell |
4,402
-1,598
| -27% | -$111K | 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% | +$848 | 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% | -$161K | 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% | -$2.99K | 0.22% | 103 |
|
|
2020
Q3 | $669K | Buy |
9,640
+1,200
| +14% | +$82.8K | 0.22% | 103 |
|
|
2020
Q2 | $507K | Sell |
8,440
-300
| -3% | -$18K | 0.18% | 132 |
|
|
2020
Q1 | $526K | Buy |
8,740
+400
| +5% | +$25.1K | 0.22% | 112 |
|
|
2019
Q4 | $505K | Hold |
8,340
| – | – | 0.15% | 159 |
|
|
2019
Q3 | $486K | Buy |
8,340
+340
| +4% | +$18.4K | 0.15% | 159 |
|
|
2019
Q2 | $410K | Buy |
8,000
+1,292
| +19% | +$63.6K | 0.13% | 167 |
|
|
2019
Q1 | $324K | Buy |
6,708
+2,160
| +47% | +$98.8K | 0.11% | 204 |
|
|
2018
Q4 | $198K | Sell |
4,548
-292
| -6% | -$12.8K | 0.07% | 257 |
|
|
2018
Q3 | $203K | Buy |
4,840
+292
| +6% | +$12.4K | 0.06% | 305 |
|
|
2018
Q2 | $190K | Hold |
4,548
| – | – | 0.05% | 302 |
|
|
2018
Q1 | $186K | Buy |
+4,548
| New | +$175K | 0.05% | 298 |
|
|
2015
Q1 | $133K | Sell |
5,112
-3,112
| -38% | -$82.1K | 0.04% | 340 |
|
|
2014
Q4 | $136K | Buy |
8,224
+3,112
| +61% | +$78.6K | 0.04% | 321 |
|
|
2014
Q3 | $125K | Sell |
5,112
-2,000
| -28% | -$48.3K | 0.04% | 322 |
|
|
2014
Q2 | $182K | Buy |
7,112
+4,000
| +129% | +$97.3K | 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 | +$64.2K | 0.03% | 345 |
|
Other funds holding NEE
Optimum Investment Advisors's NEE Position: Q3 2025 in Review
Optimum Investment Advisors held its NextEra Energy (NEE) position steady in Q3 2025 at 2,800 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #183.
Optimum Investment Advisors first reported a position in NEE in Q3 2013 and has held it in 38 quarters since. The position peaked at $741K in Q4 2020. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.
- Optimum Investment Advisors held 2,800 shares of NextEra Energy worth $211K as of Q3 2025.
- Optimum Investment Advisors left its NextEra Energy share count unchanged in Q3 2025.
- NextEra Energy made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #183 holding.
- Optimum Investment Advisors first reported a position in NextEra Energy in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's NextEra Energy position peaked at $741K in Q4 2020.
- 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.