Sequoia Financial Advisors’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 | $6.73M | Buy |
96,897
+3,296
| +4% | +$229K | 0.05% | 227 |
|
|
2025
Q1 | $6.64M | Sell |
93,601
-48,992
| -34% | -$3.47M | 0.05% | 232 |
|
|
2024
Q4 | $10.2M | Sell |
142,593
-184,607
| -56% | -$13.2M | 0.1% | 171 |
|
|
2024
Q3 | $27.7M | Buy |
327,200
+16,186
| +5% | +$1.37M | 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% | +$678K | 0.26% | 84 |
|
|
2023
Q4 | $19.2M | Buy |
315,976
+109,970
| +53% | +$6.68M | 0.24% | 86 |
|
|
2023
Q3 | $11.8M | Buy |
206,006
+151,126
| +275% | +$8.66M | 0.21% | 89 |
|
|
2023
Q2 | $4.07M | Buy |
54,880
+8,842
| +19% | +$656K | 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% | +$1.55M | 0.1% | 146 |
|
|
2022
Q3 | $2.33M | Sell |
29,758
-2,118
| -7% | -$166K | 0.07% | 150 |
|
|
2022
Q2 | $2.47M | Sell |
31,876
-3,802
| -11% | -$295K | 0.07% | 153 |
|
|
2022
Q1 | $3.02M | Buy |
35,678
+8,058
| +29% | +$683K | 0.08% | 150 |
|
|
2021
Q4 | $2.58M | Buy |
27,620
+20,350
| +280% | +$1.9M | 0.07% | 158 |
|
|
2021
Q3 | $571K | Sell |
7,270
-19,099
| -72% | -$1.5M | 0.06% | 140 |
|
|
2021
Q2 | $1.93M | Buy |
26,369
+972
| +4% | +$71.2K | 0.07% | 156 |
|
|
2021
Q1 | $1.92M | Buy |
25,397
+4,547
| +22% | +$344K | 0.08% | 132 |
|
|
2020
Q4 | $1.61M | Buy |
20,850
+2,370
| +13% | +$183K | 0.07% | 142 |
|
|
2020
Q3 | $1.28M | Buy |
18,480
+2,252
| +14% | +$156K | 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% | +$165K | 0.07% | 123 |
|
|
2019
Q4 | $801K | Sell |
13,232
-3,532
| -21% | -$214K | 0.05% | 165 |
|
|
2019
Q3 | $976K | Buy |
16,764
+948
| +6% | +$55.2K | 0.07% | 131 |
|
|
2019
Q2 | $810K | Sell |
15,816
-860
| -5% | -$44K | 0.06% | 143 |
|
|
2019
Q1 | $806K | Buy |
16,676
+3,896
| +30% | +$188K | 0.07% | 138 |
|
|
2018
Q4 | $555K | Sell |
12,780
-100
| -0.8% | -$4.34K | 0.06% | 138 |
|
|
2018
Q3 | $540K | Buy |
12,880
+4
| +0% | +$168 | 0.05% | 153 |
|
|
2018
Q2 | $538K | Sell |
12,876
-1,576
| -11% | -$65.9K | 0.06% | 153 |
|
|
2018
Q1 | $590K | Sell |
14,452
-1,164
| -7% | -$47.5K | 0.06% | 146 |
|
|
2017
Q4 | $610K | Buy |
15,616
+1,140
| +8% | +$44.5K | 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% | +$55.2K | 0.06% | 153 |
|
|
2016
Q4 | $355K | Hold |
11,888
| – | – | 0.05% | 171 |
|
|
2016
Q3 | $364K | Sell |
11,888
-164
| -1% | -$5.02K | 0.07% | 145 |
|
|
2016
Q2 | $393K | Buy |
12,052
+80
| +0.7% | +$2.61K | 0.11% | 136 |
|
|
2016
Q1 | $354K | Buy |
11,972
+800
| +7% | +$23.7K | 0.11% | 122 |
|
|
2015
Q4 | $290K | Sell |
11,172
-752
| -6% | -$19.5K | 0.12% | 133 |
|
|
2015
Q3 | $291K | Hold |
11,924
| – | – | 0.13% | 122 |
|
|
2015
Q2 | $292K | Buy |
11,924
+812
| +7% | +$19.9K | 0.12% | 139 |
|
|
2015
Q1 | $289K | Buy |
+11,112
| New | +$289K | 0.13% | 136 |
|