Proficio Capital Partners’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 | $976K | Buy |
14,058
+171
| +1% | +$11.9K | 0.06% | 162 |
|
|
2025
Q1 | $984K | Buy |
13,887
+688
| +5% | +$48.8K | 0.08% | 132 |
|
|
2024
Q4 | $946K | Buy |
13,199
+6,177
| +88% | +$443K | 0.08% | 112 |
|
|
2024
Q3 | $594K | Sell |
7,022
-5,619
| -44% | -$475K | 0.06% | 126 |
|
|
2024
Q2 | $895K | Buy |
12,641
+711
| +6% | +$50.3K | 0.09% | 115 |
|
|
2024
Q1 | $762K | Buy |
11,930
+1,265
| +12% | +$80.8K | 0.08% | 131 |
|
|
2023
Q4 | $648K | Sell |
10,665
-1,448
| -12% | -$88K | 0.08% | 129 |
|
|
2023
Q3 | $694K | Sell |
12,113
-352
| -3% | -$20.2K | 0.09% | 111 |
|
|
2023
Q2 | $925K | Buy |
12,465
+203
| +2% | +$15.1K | 0.13% | 95 |
|
|
2023
Q1 | $945K | Buy |
12,262
+530
| +5% | +$40.9K | 0.15% | 90 |
|
|
2022
Q4 | $981K | Buy |
11,732
+1,687
| +17% | +$141K | 0.19% | 77 |
|
|
2022
Q3 | $793K | Buy |
10,045
+390
| +4% | +$30.8K | 0.15% | 87 |
|
|
2022
Q2 | $748K | Buy |
9,655
+489
| +5% | +$37.9K | 0.14% | 89 |
|
|
2022
Q1 | $776K | Sell |
9,166
-104
| -1% | -$8.81K | 0.12% | 99 |
|
|
2021
Q4 | $865K | Sell |
9,270
-152
| -2% | -$14.2K | 0.12% | 102 |
|
|
2021
Q3 | $740K | Sell |
9,422
-456
| -5% | -$35.8K | 0.1% | 112 |
|
|
2021
Q2 | $724K | Buy |
9,878
+453
| +5% | +$33.2K | 0.09% | 108 |
|
|
2021
Q1 | $713K | Buy |
9,425
+3,352
| +55% | +$254K | 0.09% | 102 |
|
|
2020
Q4 | $469K | Buy |
6,073
+293
| +5% | +$22.6K | 0.07% | 103 |
|
|
2020
Q3 | $379K | Buy |
5,780
+660
| +13% | +$43.3K | 0.07% | 109 |
|
|
2020
Q2 | $307K | Sell |
5,120
-560
| -10% | -$33.6K | 0.06% | 123 |
|
|
2020
Q1 | $427K | Buy |
+5,680
| New | +$427K | 0.11% | 91 |
|
|
2019
Q3 | – | Sell |
-2,536
| Closed | -$130K | – | 1030 |
|
|
2019
Q2 | $130K | Buy |
2,536
+408
| +19% | +$20.9K | 0.04% | 177 |
|
|
2019
Q1 | $103K | Sell |
2,128
-164
| -7% | -$7.94K | 0.04% | 196 |
|
|
2018
Q4 | $100K | Hold |
2,292
| – | – | 0.04% | 174 |
|
|
2018
Q3 | $96K | Buy |
2,292
+40
| +2% | +$1.68K | 0.03% | 206 |
|
|
2018
Q2 | $94K | Sell |
2,252
-360
| -14% | -$15K | 0.04% | 212 |
|
|
2018
Q1 | $107K | Buy |
2,612
+472
| +22% | +$19.3K | 0.03% | 196 |
|
|
2017
Q4 | $84K | Buy |
2,140
+60
| +3% | +$2.36K | 0.03% | 240 |
|
|
2017
Q3 | $76K | Sell |
2,080
-84
| -4% | -$3.07K | 0.03% | 299 |
|
|
2017
Q2 | $79K | Hold |
2,164
| – | – | 0.03% | 289 |
|
|
2017
Q1 | $76K | Buy |
2,164
+436
| +25% | +$15.3K | 0.03% | 295 |
|
|
2016
Q4 | $52K | Buy |
1,728
+4
| +0.2% | +$120 | 0.02% | 253 |
|
|
2016
Q3 | $53K | Buy |
1,724
+4
| +0.2% | +$123 | 0.03% | 259 |
|
|
2016
Q2 | $55K | Buy |
1,720
+304
| +21% | +$9.72K | 0.03% | 245 |
|
|
2016
Q1 | $42K | Buy |
1,416
+1,016
| +254% | +$30.1K | 0.04% | 238 |
|
|
2015
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 275 |
|