RFG Advisory’s NextEra Energy, Inc. NEE Stock Holding History

RFG Advisory’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.82M	Buy	54,997 +5,761	+12%	+$400K	0.09%	174
2025 Q1	$3.49M	Sell	49,236 -29,546	-38%	-$2.09M	0.09%	153
2024 Q4	$5.65M	Buy	78,782 +8,673	+12%	+$622K	0.16%	104
2024 Q3	$5.93M	Buy	70,109 +11,172	+19%	+$944K	0.18%	98
2024 Q2	$4.17M	Buy	58,937 +4,048	+7%	+$287K	0.14%	127
2024 Q1	$3.51M	Buy	54,889 +28,020	+104%	+$1.79M	0.12%	138
2023 Q4	$1.63M	Sell	26,869 -5,792	-18%	-$352K	0.06%	237
2023 Q3	$1.87M	Sell	32,661 -9,338	-22%	-$535K	0.08%	177
2023 Q2	$3.12M	Sell	41,999 -1,465	-3%	-$109K	0.14%	117
2023 Q1	$3.35M	Sell	43,464 -456	-1%	-$35.1K	0.16%	111
2022 Q4	$3.28M	Sell	43,920 -2,519	-5%	-$188K	0.17%	105
2022 Q3	$3.64M	Sell	46,439 -928	-2%	-$72.6K	0.21%	97
2022 Q2	$4.17M	Buy	47,367 +3,977	+9%	+$350K	0.24%	75
2022 Q1	$3.68M	Buy	43,390 +384	+0.9%	+$32.5K	0.23%	69
2021 Q4	$4.02M	Sell	43,006 -2,495	-5%	-$233K	0.28%	57
2021 Q3	$3.57M	Buy	45,501 +3,172	+7%	+$249K	0.29%	51
2021 Q2	$3.1M	Buy	42,329 +2,496	+6%	+$183K	0.28%	60
2021 Q1	$3.01M	Buy	39,833 +766	+2%	+$57.9K	0.33%	52
2020 Q4	$3.17M	Sell	39,067 -2,233	-5%	-$181K	0.41%	47
2020 Q3	$2.87M	Buy	41,300 +3,272	+9%	+$227K	0.4%	50
2020 Q2	$2.28M	Buy	38,028 +20,816	+121%	+$1.25M	0.35%	56
2020 Q1	$1.04M	Buy	17,212 +1,784	+12%	+$107K	0.19%	110
2019 Q4	$934K	Buy	15,428 +4,160	+37%	+$252K	0.16%	124
2019 Q3	$656K	Buy	11,268 +1,152	+11%	+$67.1K	0.13%	140
2019 Q2	$516K	Buy	10,116 +708	+8%	+$36.1K	0.12%	157
2019 Q1	$453K	Buy	9,408 +2,032	+28%	+$97.8K	0.12%	150
2018 Q4	$321K	Sell	7,376 -3,080	-29%	-$134K	0.08%	188
2018 Q3	$438K	Buy	10,456 +2,400	+30%	+$101K	0.11%	177
2018 Q2	$336K	Buy	8,056 +272	+3%	+$11.3K	0.1%	156
2018 Q1	$318K	Buy	+7,784	New	+$318K	0.12%	131
2015 Q3	–	Sell	-9,668	Closed	-$237K	–	117
2015 Q2	$237K	Buy	+9,668	New	+$237K	0.11%	136