Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392K | Sell |
4,221
-3,729
| -47% | -$332K | 0.03% | 108 |
|
|
2025
Q4 | $638K | Sell |
7,950
-47
| -0.6% | -$3.89K | 0.04% | 77 |
|
|
2025
Q3 | $604K | Sell |
7,997
-289
| -3% | -$21.1K | 0.04% | 71 |
|
|
2025
Q2 | $575K | Sell |
8,286
-117
| -1% | -$8.13K | 0.04% | 74 |
|
|
2025
Q1 | $596K | Sell |
8,403
-1,570
| -16% | -$111K | 0.05% | 69 |
|
|
2024
Q4 | $715K | Sell |
9,973
-135
| -1% | -$10.5K | 0.06% | 67 |
|
|
2024
Q3 | $854K | Buy |
10,108
+456
| +5% | +$35.6K | 0.07% | 51 |
|
|
2024
Q2 | $683K | Buy |
9,652
+760
| +9% | +$53.9K | 0.07% | 65 |
|
|
2024
Q1 | $568K | Buy |
8,892
+536
| +6% | +$31.4K | 0.06% | 75 |
|
|
2023
Q4 | $508K | Sell |
8,356
-464
| -5% | -$26.4K | 0.05% | 84 |
|
|
2023
Q3 | $505K | Sell |
8,820
-304
| -3% | -$21K | 0.06% | 77 |
|
|
2023
Q2 | $677K | Sell |
9,124
-508
| -5% | -$38.5K | 0.08% | 60 |
|
|
2023
Q1 | $742K | Sell |
9,632
-279
| -3% | -$21.5K | 0.1% | 56 |
|
|
2022
Q4 | $829K | Sell |
9,911
-67
| -0.7% | -$5.41K | 0.12% | 54 |
|
|
2022
Q3 | $782K | Sell |
9,978
-13
| -0.1% | -$1.1K | 0.13% | 52 |
|
|
2022
Q2 | $774K | Buy |
9,991
+3,962
| +66% | +$302K | 0.13% | 55 |
|
|
2022
Q1 | $511K | Sell |
6,029
-426
| -7% | -$34.1K | 0.1% | 84 |
|
|
2021
Q4 | $603K | Sell |
6,455
-255
| -4% | -$22K | 0.1% | 74 |
|
|
2021
Q3 | $527K | Buy |
6,710
+408
| +6% | +$32.9K | 0.12% | 82 |
|
|
2021
Q2 | $462K | Buy |
6,302
+303
| +5% | +$22.7K | 0.11% | 86 |
|
|
2021
Q1 | $454K | Buy |
5,999
+35
| +0.6% | +$2.73K | 0.12% | 83 |
|
|
2020
Q4 | $460K | Sell |
5,964
-1,676
| -22% | -$125K | 0.14% | 86 |
|
|
2020
Q3 | $530K | Buy |
7,640
+644
| +9% | +$44.5K | 0.19% | 69 |
|
|
2020
Q2 | $420K | Sell |
6,996
-3,396
| -33% | -$203K | 0.17% | 78 |
|
|
2020
Q1 | $625K | Sell |
10,392
-196
| -2% | -$12.3K | 0.29% | 52 |
|
|
2019
Q4 | $641K | Sell |
10,588
-124
| -1% | -$7.24K | 0.22% | 64 |
|
|
2019
Q3 | $624K | Buy |
10,712
+112
| +1% | +$6.06K | 0.18% | 75 |
|
|
2019
Q2 | $543K | Hold |
10,600
| – | – | 0.17% | 80 |
|
|
2019
Q1 | $512K | Hold |
10,600
| – | – | 0.16% | 80 |
|
|
2018
Q4 | $461K | Buy |
10,600
+1,268
| +14% | +$55.4K | 0.16% | 81 |
|
|
2018
Q3 | $391K | Buy |
9,332
+2,588
| +38% | +$110K | 0.13% | 96 |
|
|
2018
Q2 | $282K | Sell |
6,744
-2,476
| -27% | -$100K | 0.14% | 120 |
|
|
2018
Q1 | $376K | Buy |
9,220
+2,292
| +33% | +$88.4K | 0.21% | 90 |
|
|
2017
Q4 | $271K | Sell |
6,928
-44
| -0.6% | -$1.7K | 0.15% | 110 |
|
|
2017
Q3 | $255K | Buy |
6,972
+104
| +2% | +$3.81K | 0.15% | 104 |
|
|
2017
Q2 | $241K | Sell |
6,868
-1,080
| -14% | -$36.9K | 0.15% | 109 |
|
|
2017
Q1 | $255K | Sell |
7,948
-16
| -0.2% | -$503 | 0.15% | 110 |
|
|
2016
Q4 | $238K | Buy |
7,964
+288
| +4% | +$8.61K | 0.15% | 109 |
|
|
2016
Q3 | $235K | Buy |
7,676
+456
| +6% | +$14.4K | 0.16% | 103 |
|
|
2016
Q2 | $235K | Buy |
7,220
+688
| +11% | +$20.7K | 0.17% | 102 |
|
|
2016
Q1 | $193K | Sell |
6,532
-316
| -5% | -$8.87K | 0.15% | 114 |
|
|
2015
Q4 | $178K | Buy |
6,848
+220
| +3% | +$5.57K | 0.13% | 121 |
|
|
2015
Q3 | $162K | Buy |
6,628
+992
| +18% | +$25.2K | 0.13% | 122 |
|
|
2015
Q2 | $138K | Buy |
5,636
+288
| +5% | +$7.32K | 0.1% | 154 |
|
|
2015
Q1 | $139K | Hold |
5,348
| – | – | 0.1% | 152 |
|
|
2014
Q4 | $142K | Sell |
5,348
-3,332
| -38% | -$84.1K | 0.1% | 141 |
|
|
2014
Q3 | $204K | Sell |
8,680
-872
| -9% | -$21.1K | 0.18% | 94 |
|
|
2014
Q2 | $245K | Buy |
9,552
+5,896
| +161% | +$143K | 0.22% | 76 |
|
|
2014
Q1 | $87K | Sell |
3,656
-8,280
| -69% | -$188K | 0.09% | 124 |
|
|
2013
Q4 | $255K | Buy |
11,936
+6,748
| +130% | +$142K | 0.14% | 77 |
|
|
2013
Q3 | $104K | Buy |
5,188
+592
| +13% | +$12.2K | 0.06% | 108 |
|
|
2013
Q2 | $94K | Buy |
+4,596
| New | +$91.2K | 0.07% | 108 |
|
Other funds holding NEE
VCM
VPM
