PFG Advisors’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 | $1.07M | Buy |
15,357
+596
| +4% | +$41.4K | 0.05% | 297 |
|
2025
Q1 | $1.05M | Buy |
14,761
+2,409
| +20% | +$171K | 0.06% | 322 |
|
2024
Q4 | $886K | Sell |
12,352
-1,302
| -10% | -$93.3K | 0.05% | 342 |
|
2024
Q3 | $1.15M | Sell |
13,654
-1,096
| -7% | -$92.6K | 0.07% | 271 |
|
2024
Q2 | $1.04M | Sell |
14,750
-653
| -4% | -$46.2K | 0.07% | 287 |
|
2024
Q1 | $984K | Buy |
15,403
+231
| +2% | +$14.8K | 0.07% | 290 |
|
2023
Q4 | $922K | Sell |
15,172
-6,632
| -30% | -$403K | 0.07% | 280 |
|
2023
Q3 | $1.25M | Sell |
21,804
-13,033
| -37% | -$747K | 0.11% | 215 |
|
2023
Q2 | $2.58M | Buy |
34,837
+4,805
| +16% | +$357K | 0.2% | 132 |
|
2023
Q1 | $2.31M | Buy |
30,032
+1,042
| +4% | +$80.3K | 0.19% | 140 |
|
2022
Q4 | $2.42M | Buy |
28,990
+654
| +2% | +$54.7K | 0.24% | 117 |
|
2022
Q3 | $2.22M | Sell |
28,336
-1,473
| -5% | -$116K | 0.25% | 108 |
|
2022
Q2 | $2.31M | Sell |
29,809
-680
| -2% | -$52.7K | 0.26% | 92 |
|
2022
Q1 | $2.58M | Buy |
30,489
+1,906
| +7% | +$161K | 0.26% | 85 |
|
2021
Q4 | $2.67M | Buy |
28,583
+1,329
| +5% | +$124K | 0.26% | 107 |
|
2021
Q3 | $2.14M | Sell |
27,254
-834
| -3% | -$65.5K | 0.24% | 125 |
|
2021
Q2 | $2.06M | Sell |
28,088
-2,206
| -7% | -$162K | 0.24% | 130 |
|
2021
Q1 | $2.29M | Buy |
30,294
+17,998
| +146% | +$1.36M | 0.29% | 98 |
|
2020
Q4 | $949K | Buy |
12,296
+720
| +6% | +$55.6K | 0.16% | 165 |
|
2020
Q3 | $860K | Buy |
11,576
+940
| +9% | +$69.8K | 0.17% | 162 |
|
2020
Q2 | $690K | Buy |
10,636
+1,008
| +10% | +$65.4K | 0.16% | 161 |
|
2020
Q1 | $572K | Buy |
9,628
+4,812
| +100% | +$286K | 0.15% | 164 |
|
2019
Q4 | $291K | Sell |
4,816
-4,044
| -46% | -$244K | 0.07% | 245 |
|
2019
Q3 | $517K | Buy |
8,860
+4,180
| +89% | +$244K | 0.14% | 172 |
|
2019
Q2 | $245K | Buy |
+4,680
| New | +$245K | 0.07% | 271 |
|