Sequoia Financial Advisors’s NextEra Energy NEE Stock Holding History

Sequoia Financial Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Buy	144,907 +11,844	+9%	+$1.05M	0.08%	172
2025 Q4	$10.7M	Buy	133,063 +6,509	+5%	+$539K	0.06%	199
2025 Q3	$9.55M	Buy	126,554 +29,657	+31%	+$2.17M	0.06%	205
2025 Q2	$6.73M	Buy	96,897 +3,296	+4%	+$229K	0.05%	229
2025 Q1	$6.64M	Sell	93,601 -48,992	-34%	-$3.46M	0.05%	233
2024 Q4	$10.2M	Sell	142,593 -184,607	-56%	-$14.3M	0.1%	172
2024 Q3	$27.7M	Buy	327,200 +16,186	+5%	+$1.26M	0.3%	78
2024 Q2	$22M	Sell	311,014 -15,572	-5%	-$1.1M	0.27%	86
2024 Q1	$20.9M	Buy	326,586 +10,610	+3%	+$622K	0.26%	84
2023 Q4	$19.2M	Buy	315,976 +109,970	+53%	+$6.27M	0.24%	86
2023 Q3	$11.8M	Buy	206,006 +151,126	+275%	+$10.5M	0.21%	89
2023 Q2	$4.07M	Buy	54,880 +8,842	+19%	+$669K	0.07%	173
2023 Q1	$3.55M	Sell	46,038 -2,236	-5%	-$172K	0.08%	163
2022 Q4	$4.04M	Buy	48,274 +18,516	+62%	+$1.5M	0.1%	146
2022 Q3	$2.33M	Sell	29,758 -2,118	-7%	-$180K	0.07%	150
2022 Q2	$2.47M	Sell	31,876 -3,802	-11%	-$289K	0.07%	153
2022 Q1	$3.02M	Buy	35,678 +8,058	+29%	+$646K	0.08%	150
2021 Q4	$2.58M	Buy	27,620 +20,350	+280%	+$1.76M	0.07%	158
2021 Q3	$571K	Sell	7,270 -19,099	-72%	-$1.54M	0.06%	140
2021 Q2	$1.93M	Buy	26,369 +972	+4%	+$72.9K	0.07%	156
2021 Q1	$1.92M	Buy	25,397 +4,547	+22%	+$355K	0.08%	132
2020 Q4	$1.61M	Buy	20,850 +2,370	+13%	+$177K	0.07%	142
2020 Q3	$1.28M	Buy	18,480 +2,252	+14%	+$155K	0.07%	147
2020 Q2	$974K	Buy	16,228 +252	+2%	+$15.1K	0.06%	151
2020 Q1	$961K	Buy	15,976 +2,744	+21%	+$172K	0.07%	123
2019 Q4	$801K	Sell	13,232 -3,532	-21%	-$206K	0.05%	165
2019 Q3	$976K	Buy	16,764 +948	+6%	+$51.3K	0.07%	131
2019 Q2	$810K	Sell	15,816 -860	-5%	-$42.3K	0.06%	143
2019 Q1	$806K	Buy	16,676 +3,896	+30%	+$178K	0.07%	138
2018 Q4	$555K	Sell	12,780 -100	-0.8%	-$4.37K	0.06%	138
2018 Q3	$540K	Buy	12,880 +4	+0%	+$170	0.05%	153
2018 Q2	$538K	Sell	12,876 -1,576	-11%	-$63.6K	0.06%	153
2018 Q1	$590K	Sell	14,452 -1,164	-7%	-$44.9K	0.06%	146
2017 Q4	$610K	Buy	15,616 +1,140	+8%	+$44K	0.06%	145
2017 Q3	$530K	Buy	14,476 +868	+6%	+$31.8K	0.06%	144
2017 Q2	$477K	Hold	13,608	–	–	0.06%	153
2017 Q1	$437K	Buy	13,608 +1,720	+14%	+$54.1K	0.06%	153
2016 Q4	$355K	Hold	11,888	–	–	0.05%	171
2016 Q3	$364K	Sell	11,888 -164	-1%	-$5.17K	0.07%	145
2016 Q2	$393K	Buy	12,052 +80	+0.7%	+$2.4K	0.11%	136
2016 Q1	$354K	Buy	11,972 +800	+7%	+$22.5K	0.11%	122
2015 Q4	$290K	Sell	11,172 -752	-6%	-$19K	0.12%	133
2015 Q3	$291K	Hold	11,924	–	–	0.13%	122
2015 Q2	$292K	Buy	11,924 +812	+7%	+$20.6K	0.12%	139
2015 Q1	$289K	Buy	+11,112	New	+$293K	0.13%	136