Oxford Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
13,092
-1,122
| -8% | -$77.9K | 0.05% | 87 |
|
|
2025
Q1 | $1.01M | Buy |
14,214
+115
| +0.8% | +$8.15K | 0.07% | 82 |
|
|
2024
Q4 | $1.01M | Sell |
14,099
-474
| -3% | -$34K | 0.07% | 94 |
|
|
2024
Q3 | $1.23M | Sell |
14,573
-74
| -0.5% | -$6.26K | 0.08% | 79 |
|
|
2024
Q2 | $1.04M | Buy |
14,647
+324
| +2% | +$22.9K | 0.07% | 90 |
|
|
2024
Q1 | $915K | Sell |
14,323
-983
| -6% | -$62.8K | 0.06% | 86 |
|
|
2023
Q4 | $930K | Buy |
15,306
+14
| +0.1% | +$850 | 0.07% | 85 |
|
|
2023
Q3 | $876K | Sell |
15,292
-1,393
| -8% | -$79.8K | 0.08% | 83 |
|
|
2023
Q2 | $1.24M | Buy |
16,685
+4,463
| +37% | +$331K | 0.12% | 64 |
|
|
2023
Q1 | $942K | Sell |
12,222
-74
| -0.6% | -$5.7K | 0.11% | 71 |
|
|
2022
Q4 | $1.03M | Buy |
12,296
+1,089
| +10% | +$91K | 0.12% | 68 |
|
|
2022
Q3 | $879K | Sell |
11,207
-486
| -4% | -$38.1K | 0.13% | 69 |
|
|
2022
Q2 | $906K | Buy |
11,693
+337
| +3% | +$26.1K | 0.13% | 70 |
|
|
2022
Q1 | $962K | Sell |
11,356
-1,761
| -13% | -$149K | 0.12% | 77 |
|
|
2021
Q4 | $1.23M | Sell |
13,117
-548
| -4% | -$51.2K | 0.14% | 68 |
|
|
2021
Q3 | $1.07M | Buy |
13,665
+1,409
| +11% | +$111K | 0.14% | 69 |
|
|
2021
Q2 | $898K | Buy |
12,256
+436
| +4% | +$31.9K | 0.12% | 81 |
|
|
2021
Q1 | $894K | Hold |
11,820
| – | – | 0.12% | 76 |
|
|
2020
Q4 | $912K | Sell |
11,820
-1,360
| -10% | -$105K | 0.13% | 70 |
|
|
2020
Q3 | $915K | Buy |
13,180
+1,600
| +14% | +$111K | 0.15% | 62 |
|
|
2020
Q2 | $695K | Hold |
11,580
| – | – | 0.12% | 72 |
|
|
2020
Q1 | $697K | Buy |
+11,580
| New | +$697K | 0.14% | 64 |
|