Sheaff Brock Investment 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
Q1 | $972K | Buy |
13,718
+1,575
| +13% | +$112K | 0.09% | 172 |
|
|
2024
Q4 | $871K | Sell |
12,143
-437
| -3% | -$31.3K | 0.08% | 181 |
|
|
2024
Q3 | $1.06M | Buy |
12,580
+41
| +0.3% | +$3.47K | 0.09% | 164 |
|
|
2024
Q2 | $888K | Sell |
12,539
-948
| -7% | -$67.1K | 0.08% | 177 |
|
|
2024
Q1 | $862K | Sell |
13,487
-100
| -0.7% | -$6.39K | 0.05% | 206 |
|
|
2023
Q4 | $825K | Buy |
13,587
+51
| +0.4% | +$3.1K | 0.06% | 201 |
|
|
2023
Q3 | $776K | Hold |
13,536
| – | – | 0.07% | 188 |
|
|
2023
Q2 | $1M | Sell |
13,536
-640
| -5% | -$47.5K | 0.08% | 168 |
|
|
2023
Q1 | $1.09M | Buy |
14,176
+1
| +0% | +$77 | 0.1% | 156 |
|
|
2022
Q4 | $1.19M | Buy |
14,175
+256
| +2% | +$21.4K | 0.12% | 139 |
|
|
2022
Q3 | $1.09M | Sell |
13,919
-616
| -4% | -$48.3K | 0.12% | 136 |
|
|
2022
Q2 | $1.13M | Buy |
14,535
+44
| +0.3% | +$3.41K | 0.09% | 138 |
|
|
2022
Q1 | $1.23M | Buy |
14,491
+43
| +0.3% | +$3.64K | 0.09% | 153 |
|
|
2021
Q4 | $1.35M | Sell |
14,448
-180
| -1% | -$16.8K | 0.09% | 147 |
|
|
2021
Q3 | $1.15M | Sell |
14,628
-2,814
| -16% | -$221K | 0.08% | 156 |
|
|
2021
Q2 | $1.28M | Buy |
17,442
+3,379
| +24% | +$248K | 0.09% | 137 |
|
|
2021
Q1 | $1.06M | Buy |
14,063
+178
| +1% | +$13.5K | 0.08% | 148 |
|
|
2020
Q4 | $1.07M | Buy |
13,885
+637
| +5% | +$49.1K | 0.09% | 139 |
|
|
2020
Q3 | $919K | Buy |
13,248
+264
| +2% | +$18.3K | 0.08% | 143 |
|
|
2020
Q2 | $780K | Hold |
12,984
| – | – | 0.08% | 159 |
|
|
2020
Q1 | $781K | Sell |
12,984
-3,164
| -20% | -$190K | 0.1% | 121 |
|
|
2019
Q4 | $978K | Buy |
16,148
+4
| +0% | +$242 | 0.1% | 144 |
|
|
2019
Q3 | $940K | Buy |
16,144
+404
| +3% | +$23.5K | 0.1% | 146 |
|
|
2019
Q2 | $806K | Sell |
15,740
-396
| -2% | -$20.3K | 0.09% | 167 |
|
|
2019
Q1 | $780K | Hold |
16,136
| – | – | 0.09% | 181 |
|
|
2018
Q4 | $701K | Buy |
16,136
+2,404
| +18% | +$104K | 0.11% | 170 |
|
|
2018
Q3 | $575K | Buy |
13,732
+604
| +5% | +$25.3K | 0.05% | 238 |
|
|
2018
Q2 | $548K | Buy |
13,128
+4,004
| +44% | +$167K | 0.05% | 234 |
|
|
2018
Q1 | $373K | Buy |
9,124
+4
| +0% | +$164 | 0.04% | 300 |
|
|
2017
Q4 | $356K | Buy |
9,120
+4
| +0% | +$156 | 0.05% | 318 |
|
|
2017
Q3 | $334K | Sell |
9,116
-1,196
| -12% | -$43.8K | 0.04% | 338 |
|
|
2017
Q2 | $361K | Hold |
10,312
| – | – | 0.05% | 345 |
|
|
2017
Q1 | $331K | Buy |
10,312
+404
| +4% | +$13K | 0.04% | 373 |
|
|
2016
Q4 | $296K | Buy |
9,908
+2,508
| +34% | +$74.9K | 0.04% | 408 |
|
|
2016
Q3 | $226K | Hold |
7,400
| – | – | 0.03% | 434 |
|
|
2016
Q2 | $241K | Sell |
7,400
-8,496
| -53% | -$277K | 0.03% | 432 |
|
|
2016
Q1 | $470K | Sell |
15,896
-3,652
| -19% | -$108K | 0.06% | 299 |
|
|
2015
Q4 | $508K | Buy |
+19,548
| New | +$508K | 0.06% | 317 |
|