SIA
Schechter Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.6M | Sell |
22,534
-3,121
| -12% | -$221K | 0.13% | 152 |
|
|
2024
Q4 | $1.84M | Buy |
25,655
+4,571
| +22% | +$328K | 0.14% | 138 |
|
|
2024
Q3 | $1.78M | Buy |
21,084
+858
| +4% | +$72.5K | 0.13% | 151 |
|
|
2024
Q2 | $1.43M | Buy |
20,226
+509
| +3% | +$36K | 0.11% | 179 |
|
|
2024
Q1 | $1.26M | Buy |
19,717
+1,942
| +11% | +$124K | 0.09% | 199 |
|
|
2023
Q4 | $1.08M | Buy |
17,775
+810
| +5% | +$49.2K | 0.09% | 216 |
|
|
2023
Q3 | $972K | Sell |
16,965
-5,034
| -23% | -$288K | 0.09% | 227 |
|
|
2023
Q2 | $1.63M | Buy |
21,999
+335
| +2% | +$24.9K | 0.15% | 147 |
|
|
2023
Q1 | $1.67M | Sell |
21,664
-6,620
| -23% | -$510K | 0.15% | 147 |
|
|
2022
Q4 | $2.36M | Buy |
28,284
+3,433
| +14% | +$287K | 0.22% | 92 |
|
|
2022
Q3 | $1.95M | Sell |
24,851
-3,413
| -12% | -$268K | 0.19% | 100 |
|
|
2022
Q2 | $2.19M | Sell |
28,264
-2,417
| -8% | -$187K | 0.21% | 86 |
|
|
2022
Q1 | $2.6M | Sell |
30,681
-288
| -0.9% | -$24.4K | 0.24% | 68 |
|
|
2021
Q4 | $2.89M | Buy |
+30,969
| New | +$2.89M | 0.26% | 66 |
|