SAG
SageView Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
24,748
-329
| -1% | -$23.5K | 0.07% | 152 |
|
|
2025
Q1 | $1.78M | Buy |
25,077
+753
| +3% | +$53.4K | 0.08% | 138 |
|
|
2024
Q4 | $1.74M | Buy |
24,324
+4,188
| +21% | +$300K | 0.08% | 137 |
|
|
2024
Q3 | $1.7M | Sell |
20,136
-8,177
| -29% | -$691K | 0.09% | 130 |
|
|
2024
Q2 | $2M | Buy |
+28,313
| New | +$2M | 0.09% | 124 |
|
|
2024
Q1 | – | Sell |
-26,471
| Closed | -$1.57M | – | 705 |
|
|
2023
Q4 | $1.57M | Buy |
26,471
+11,385
| +75% | +$675K | 0.07% | 185 |
|
|
2023
Q3 | $864K | Buy |
15,086
+209
| +1% | +$12K | 0.05% | 233 |
|
|
2023
Q2 | $1.1M | Buy |
14,877
+1,517
| +11% | +$113K | 0.06% | 206 |
|
|
2023
Q1 | $1.03M | Buy |
13,360
+9,266
| +226% | +$714K | 0.07% | 202 |
|
|
2022
Q4 | $342K | Buy |
+4,094
| New | +$342K | 0.03% | 303 |
|