PIA
Powell Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Hold |
7,080
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $502K | Sell |
7,080
-250
| -3% | -$17.7K | 0.25% | 63 |
|
|
2024
Q4 | $525K | Hold |
7,330
| – | – | 0.24% | 64 |
|
|
2024
Q3 | $620K | Hold |
7,330
| – | – | 0.29% | 52 |
|
|
2024
Q2 | $519K | Sell |
7,330
-2,000
| -21% | -$142K | 0.27% | 57 |
|
|
2024
Q1 | $596K | Hold |
9,330
| – | – | 0.31% | 49 |
|
|
2023
Q4 | $567K | Hold |
9,330
| – | – | 0.31% | 52 |
|
|
2023
Q3 | $535K | Hold |
9,330
| – | – | 0.32% | 52 |
|
|
2023
Q2 | $692K | Hold |
9,330
| – | – | 0.4% | 41 |
|
|
2023
Q1 | $719K | Sell |
9,330
-1,526
| -14% | -$118K | 0.4% | 40 |
|
|
2022
Q4 | $908K | Hold |
10,856
| – | – | 0.53% | 32 |
|
|
2022
Q3 | $851K | Hold |
10,856
| – | – | 0.56% | 26 |
|
|
2022
Q2 | $841K | Hold |
10,856
| – | – | 0.51% | 26 |
|
|
2022
Q1 | $920K | Buy |
10,856
+16
| +0.1% | +$1.36K | 0.54% | 25 |
|
|
2021
Q4 | $1.01M | Hold |
10,840
| – | – | 0.58% | 22 |
|
|
2021
Q3 | $851K | Hold |
10,840
| – | – | 0.53% | 28 |
|
|
2021
Q2 | $794K | Hold |
10,840
| – | – | 0.49% | 28 |
|
|
2021
Q1 | $820K | Hold |
10,840
| – | – | 0.54% | 24 |
|
|
2020
Q4 | $836K | Buy |
10,840
+8,130
| +300% | +$627K | 0.64% | 21 |
|
|
2020
Q3 | $752K | Hold |
2,710
| – | – | 0.65% | 23 |
|
|
2020
Q2 | $651K | Hold |
2,710
| – | – | 0.63% | 27 |
|
|
2020
Q1 | $652K | Hold |
2,710
| – | – | 0.79% | 22 |
|
|
2019
Q4 | $656K | Buy |
+2,710
| New | +$656K | 0.68% | 33 |
|