Sigma Planning Corp’s NextEra Energy, Inc. NEE Stock Holding History

Sigma Planning Corp’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.27M	Sell	104,794 -4,620	-4%	-$321K	0.22%	83
2025 Q1	$7.76M	Sell	109,414 -5,388	-5%	-$382K	0.25%	77
2024 Q4	$8.23M	Sell	114,802 -5,203	-4%	-$373K	0.26%	63
2024 Q3	$10.1M	Buy	120,005 +1,329	+1%	+$112K	0.31%	59
2024 Q2	$8.4M	Sell	118,676 -4,666	-4%	-$330K	0.27%	69
2024 Q1	$7.88M	Buy	123,342 +63,076	+105%	+$4.03M	0.25%	75
2023 Q4	$3.66M	Sell	60,266 -63,586	-51%	-$3.86M	0.29%	70
2023 Q3	$7.1M	Buy	123,852 +2,007	+2%	+$115K	0.27%	71
2023 Q2	$9.04M	Sell	121,845 -11,526	-9%	-$855K	0.32%	51
2023 Q1	$10.3M	Sell	133,371 -21,030	-14%	-$1.62M	0.34%	51
2022 Q4	$12.9M	Sell	154,401 -945	-0.6%	-$79K	0.46%	41
2022 Q3	$12.2M	Buy	155,346 +13,057	+9%	+$1.02M	0.46%	36
2022 Q2	$11M	Sell	142,289 -983	-0.7%	-$76.1K	0.38%	46
2022 Q1	$12.1M	Buy	143,272 +2,439	+2%	+$207K	0.36%	48
2021 Q4	$13.1M	Buy	140,833 +17,985	+15%	+$1.68M	0.37%	48
2021 Q3	$9.65M	Sell	122,848 -4,427	-3%	-$348K	0.29%	64
2021 Q2	$9.33M	Sell	127,275 -19,281	-13%	-$1.41M	0.28%	69
2021 Q1	$11.1M	Sell	146,556 -34,557	-19%	-$2.61M	0.35%	56
2020 Q4	$14M	Buy	181,113 +34,013	+23%	+$2.62M	0.48%	35
2020 Q3	$10.2M	Sell	147,100 -16	-0%	-$1.11K	0.4%	46
2020 Q2	$8.83M	Buy	147,116 +9,300	+7%	+$558K	0.39%	45
2020 Q1	$8.29M	Buy	137,816 +10,788	+8%	+$649K	0.49%	34
2019 Q4	$7.69M	Sell	127,028 -101,660	-44%	-$6.15M	0.32%	48
2019 Q3	$13.3M	Buy	228,688 +8,400	+4%	+$489K	0.64%	23
2019 Q2	$11.3M	Buy	220,288 +31,352	+17%	+$1.61M	0.58%	26
2019 Q1	$9.13M	Buy	188,936 +4,744	+3%	+$229K	0.52%	33
2018 Q4	$8M	Buy	184,192 +81,912	+80%	+$3.56M	0.58%	32
2018 Q3	$4.29M	Buy	102,280 +14,264	+16%	+$598K	0.25%	83
2018 Q2	$3.68M	Sell	88,016 -6,184	-7%	-$258K	0.25%	88
2018 Q1	$3.85M	Buy	94,200 +6,548	+7%	+$267K	0.28%	74
2017 Q4	$3.42M	Buy	87,652 +1,716	+2%	+$67K	0.26%	89
2017 Q3	$3.15M	Buy	85,936 +21,484	+33%	+$787K	0.26%	82
2017 Q2	$2.26M	Buy	64,452 +2,480	+4%	+$86.9K	0.21%	120
2017 Q1	$1.99M	Buy	61,972 +7,540	+14%	+$242K	0.19%	134
2016 Q4	$1.63M	Sell	54,432 -7,616	-12%	-$228K	0.18%	137
2016 Q3	$1.9M	Buy	62,048 +2,688	+5%	+$82.2K	0.22%	103
2016 Q2	$1.94M	Sell	59,360 -204	-0.3%	-$6.65K	0.25%	87
2016 Q1	$1.76M	Buy	59,564 +5,444	+10%	+$161K	0.24%	93
2015 Q4	$1.41M	Sell	54,120 -1,596	-3%	-$41.5K	0.2%	114
2015 Q3	$1.36M	Buy	55,716 +2,296	+4%	+$56K	0.22%	107
2015 Q2	$1.31M	Buy	53,420 +656	+1%	+$16.1K	0.18%	144
2015 Q1	$1.37M	Buy	52,764 +1,568	+3%	+$40.8K	0.18%	137
2014 Q4	$1.36M	Buy	+51,196	New	+$1.36M	0.18%	134