Orion Portfolio Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.33M | Buy |
117,476
+15,569
| +15% | +$1.1M | 0.08% | 239 |
|
|
2024
Q4 | $7.31M | Sell |
101,907
-8,622
| -8% | -$618K | 0.07% | 247 |
|
|
2024
Q3 | $9.34M | Sell |
110,529
-9,161
| -8% | -$774K | 0.09% | 212 |
|
|
2024
Q2 | $8.48M | Buy |
119,690
+4,559
| +4% | +$323K | 0.09% | 220 |
|
|
2024
Q1 | $7.36M | Buy |
115,131
+29,189
| +34% | +$1.87M | 0.08% | 250 |
|
|
2023
Q4 | $5.41M | Sell |
85,942
-26,708
| -24% | -$1.68M | 0.06% | 294 |
|
|
2023
Q3 | $6.45M | Buy |
112,650
+19,773
| +21% | +$1.13M | 0.08% | 243 |
|
|
2023
Q2 | $6.89M | Buy |
92,877
+4,874
| +6% | +$362K | 0.07% | 257 |
|
|
2023
Q1 | $6.78M | Buy |
88,003
+73,346
| +500% | +$5.65M | 0.08% | 213 |
|
|
2022
Q4 | $1.23M | Buy |
14,657
+1,917
| +15% | +$160K | 0.04% | 265 |
|
|
2022
Q3 | $999K | Buy |
12,740
+1,986
| +18% | +$156K | 0.04% | 265 |
|
|
2022
Q2 | $833K | Sell |
10,754
-635
| -6% | -$49.2K | 0.03% | 283 |
|
|
2022
Q1 | $965K | Sell |
11,389
-772
| -6% | -$65.4K | 0.03% | 269 |
|
|
2021
Q4 | $1.14M | Buy |
12,161
+507
| +4% | +$47.3K | 0.04% | 248 |
|
|
2021
Q3 | $915K | Buy |
11,654
+2,056
| +21% | +$161K | 0.03% | 266 |
|
|
2021
Q2 | $703K | Buy |
9,598
+231
| +2% | +$16.9K | 0.03% | 290 |
|
|
2021
Q1 | $708K | Buy |
9,367
+206
| +2% | +$15.6K | 0.03% | 253 |
|
|
2020
Q4 | $707K | Sell |
9,161
-363
| -4% | -$28K | 0.03% | 240 |
|
|
2020
Q3 | $661K | Buy |
9,524
+1,616
| +20% | +$112K | 0.03% | 225 |
|
|
2020
Q2 | $475K | Buy |
7,908
+308
| +4% | +$18.5K | 0.03% | 247 |
|
|
2020
Q1 | $457K | Sell |
7,600
-9,688
| -56% | -$583K | 0.03% | 211 |
|
|
2019
Q4 | $1.05M | Buy |
+17,288
| New | +$1.05M | 0.08% | 128 |
|