SIC
Sigma Investment Counselors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
61,457
+3,604
| +6% | +$250K | 0.23% | 69 |
|
|
2025
Q1 | $4.1M | Sell |
57,853
-3,406
| -6% | -$241K | 0.25% | 64 |
|
|
2024
Q4 | $4.39M | Buy |
61,259
+536
| +0.9% | +$38.4K | 0.26% | 63 |
|
|
2024
Q3 | $5.13M | Buy |
60,723
+695
| +1% | +$58.7K | 0.3% | 59 |
|
|
2024
Q2 | $4.25M | Buy |
60,028
+4,283
| +8% | +$303K | 0.27% | 63 |
|
|
2024
Q1 | $3.56M | Buy |
55,745
+1,137
| +2% | +$72.7K | 0.23% | 70 |
|
|
2023
Q4 | $3.32M | Buy |
54,608
+50,353
| +1,183% | +$3.06M | 0.23% | 67 |
|
|
2023
Q3 | $244K | Buy |
4,255
+944
| +29% | +$54.1K | 0.02% | 171 |
|
|
2023
Q2 | $246K | Sell |
3,311
-199
| -6% | -$14.8K | 0.02% | 174 |
|
|
2023
Q1 | $271K | Buy |
3,510
+732
| +26% | +$56.4K | 0.02% | 165 |
|
|
2022
Q4 | $232K | Sell |
2,778
-41
| -1% | -$3.43K | 0.02% | 170 |
|
|
2022
Q3 | $221K | Sell |
2,819
-16
| -0.6% | -$1.25K | 0.02% | 167 |
|
|
2022
Q2 | $220K | Buy |
2,835
+57
| +2% | +$4.42K | 0.02% | 171 |
|
|
2022
Q1 | $235K | Buy |
2,778
+238
| +9% | +$20.1K | 0.02% | 171 |
|
|
2021
Q4 | $237K | Buy |
+2,540
| New | +$237K | 0.02% | 176 |
|
|
2021
Q1 | – | Sell |
-2,868
| Closed | -$221K | – | 184 |
|
|
2020
Q4 | $221K | Buy |
+2,868
| New | +$221K | 0.02% | 164 |
|