Pinion Investment 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 | $583K | Sell |
8,400
-120
| -1% | -$8.33K | 0.2% | 87 |
|
|
2025
Q1 | $604K | Buy |
8,520
+31
| +0.4% | +$2.2K | 0.13% | 86 |
|
|
2024
Q4 | $609K | Sell |
8,489
-113
| -1% | -$8.1K | 0.24% | 75 |
|
|
2024
Q3 | $727K | Buy |
8,602
+177
| +2% | +$15K | 0.3% | 65 |
|
|
2024
Q2 | $597K | Sell |
8,425
-95
| -1% | -$6.73K | 0.3% | 64 |
|
|
2024
Q1 | $545K | Sell |
8,520
-268
| -3% | -$17.1K | 0.28% | 69 |
|
|
2023
Q4 | $534K | Buy |
8,788
+877
| +11% | +$53.3K | 0.32% | 66 |
|
|
2023
Q3 | $453K | Sell |
7,911
-175
| -2% | -$10K | 0.29% | 82 |
|
|
2023
Q2 | $600K | Buy |
8,086
+649
| +9% | +$48.2K | 0.41% | 58 |
|
|
2023
Q1 | $573K | Sell |
7,437
-1,440
| -16% | -$111K | 0.54% | 53 |
|
|
2022
Q4 | $742K | Sell |
8,877
-1,904
| -18% | -$159K | 0.7% | 35 |
|
|
2022
Q3 | $845K | Sell |
10,781
-2,315
| -18% | -$181K | 0.74% | 31 |
|
|
2022
Q2 | $1.01M | Buy |
13,096
+393
| +3% | +$30.4K | 0.85% | 25 |
|
|
2022
Q1 | $1.08M | Buy |
12,703
+283
| +2% | +$24K | 0.75% | 32 |
|
|
2021
Q4 | $1.16M | Buy |
12,420
+475
| +4% | +$44.4K | 0.78% | 35 |
|
|
2021
Q3 | $938K | Buy |
11,945
+274
| +2% | +$21.5K | 0.76% | 32 |
|
|
2021
Q2 | $855K | Buy |
11,671
+273
| +2% | +$20K | 0.69% | 37 |
|
|
2021
Q1 | $862K | Buy |
11,398
+1,093
| +11% | +$82.7K | 0.8% | 28 |
|
|
2020
Q4 | $795K | Sell |
10,305
-1,647
| -14% | -$127K | 0.84% | 27 |
|
|
2020
Q3 | $718K | Hold |
11,952
| – | – | 1.08% | 25 |
|
|
2020
Q2 | $718K | Buy |
11,952
+920
| +8% | +$55.3K | 1.08% | 25 |
|
|
2020
Q1 | $664K | Buy |
11,032
+1,608
| +17% | +$96.8K | 1.43% | 16 |
|
|
2019
Q4 | $571K | Buy |
9,424
+100
| +1% | +$6.06K | 1.06% | 33 |
|
|
2019
Q3 | $543K | Buy |
9,324
+720
| +8% | +$41.9K | 1.11% | 22 |
|
|
2019
Q2 | $441K | Sell |
8,604
-4,564
| -35% | -$234K | 0.94% | 44 |
|
|
2019
Q1 | $636K | Sell |
13,168
-32
| -0.2% | -$1.55K | 1.11% | 24 |
|
|
2018
Q4 | $574K | Buy |
13,200
+2,080
| +19% | +$90.4K | 1.21% | 22 |
|
|
2018
Q3 | $466K | Buy |
11,120
+836
| +8% | +$35K | 0.89% | 42 |
|
|
2018
Q2 | $429K | Buy |
10,284
+1,568
| +18% | +$65.4K | 0.83% | 45 |
|
|
2018
Q1 | $356K | Buy |
+8,716
| New | +$356K | 0.76% | 59 |
|