Professional Advisory Services’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 | $397K | Sell |
5,724
-900
| -14% | -$62.4K | 0.05% | 62 |
|
|
2025
Q1 | $470K | Hold |
6,624
| – | – | 0.07% | 57 |
|
|
2024
Q4 | $475K | Hold |
6,624
| – | – | 0.07% | 53 |
|
|
2024
Q3 | $560K | Hold |
6,624
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $469K | Sell |
6,624
-126
| -2% | -$8.92K | 0.06% | 54 |
|
|
2024
Q1 | $431K | Buy |
6,750
+126
| +2% | +$8.05K | 0.06% | 55 |
|
|
2023
Q4 | $402K | Hold |
6,624
| – | – | 0.06% | 54 |
|
|
2023
Q3 | $379K | Hold |
6,624
| – | – | 0.06% | 54 |
|
|
2023
Q2 | $492K | Hold |
6,624
| – | – | 0.07% | 49 |
|
|
2023
Q1 | $511K | Hold |
6,624
| – | – | 0.08% | 49 |
|
|
2022
Q4 | $554K | Hold |
6,624
| – | – | 0.09% | 48 |
|
|
2022
Q3 | $519K | Hold |
6,624
| – | – | 0.09% | 44 |
|
|
2022
Q2 | $513K | Hold |
6,624
| – | – | 0.09% | 46 |
|
|
2022
Q1 | $561K | Hold |
6,624
| – | – | 0.08% | 47 |
|
|
2021
Q4 | $618K | Hold |
6,624
| – | – | 0.08% | 45 |
|
|
2021
Q3 | $520K | Sell |
6,624
-2,700
| -29% | -$212K | 0.08% | 46 |
|
|
2021
Q2 | $683K | Hold |
9,324
| – | – | 0.1% | 41 |
|
|
2021
Q1 | $705K | Hold |
9,324
| – | – | 0.11% | 41 |
|
|
2020
Q4 | $719K | Sell |
9,324
-320
| -3% | -$24.7K | 0.12% | 39 |
|
|
2020
Q3 | $669K | Sell |
9,644
-560
| -5% | -$38.8K | 0.12% | 37 |
|
|
2020
Q2 | $613K | Buy |
10,204
+6,824
| +202% | +$410K | 0.12% | 38 |
|
|
2020
Q1 | $203K | Hold |
3,380
| – | – | 0.05% | 61 |
|
|
2019
Q4 | $205K | Buy |
+3,380
| New | +$205K | 0.04% | 68 |
|