SEIA
Signature Estate & Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
528,308
+9,183
| +2% | +$637K | 0.85% | 26 |
|
|
2025
Q1 | $36.8M | Sell |
519,125
-330,468
| -39% | -$23.4M | 0.97% | 25 |
|
|
2024
Q4 | $60.9M | Buy |
849,593
+56,813
| +7% | +$4.07M | 1.53% | 20 |
|
|
2024
Q3 | $67M | Buy |
792,780
+86,748
| +12% | +$7.33M | 1.55% | 14 |
|
|
2024
Q2 | $50M | Buy |
706,032
+442,515
| +168% | +$31.3M | 1.25% | 27 |
|
|
2024
Q1 | $16.8M | Buy |
263,517
+40,078
| +18% | +$2.56M | 0.48% | 34 |
|
|
2023
Q4 | $13.6M | Sell |
223,439
-391,213
| -64% | -$23.8M | 0.4% | 42 |
|
|
2023
Q3 | $35.2M | Buy |
614,652
+78,558
| +15% | +$4.5M | 1.19% | 29 |
|
|
2023
Q2 | $39.8M | Buy |
536,094
+25,879
| +5% | +$1.92M | 1.32% | 28 |
|
|
2023
Q1 | $39.3M | Buy |
510,215
+33,677
| +7% | +$2.6M | 1.38% | 26 |
|
|
2022
Q4 | $39.8M | Buy |
476,538
+9,249
| +2% | +$773K | 1.43% | 23 |
|
|
2022
Q3 | $36.6M | Sell |
467,289
-54,808
| -10% | -$4.3M | 1.72% | 18 |
|
|
2022
Q2 | $40.4M | Buy |
522,097
+383,277
| +276% | +$29.7M | 2.04% | 12 |
|
|
2022
Q1 | $11.8M | Buy |
138,820
+16,437
| +13% | +$1.39M | 0.54% | 33 |
|
|
2021
Q4 | $11.4M | Buy |
122,383
+5,235
| +4% | +$489K | 0.51% | 35 |
|
|
2021
Q3 | $9.2M | Buy |
117,148
+3,174
| +3% | +$249K | 0.45% | 36 |
|
|
2021
Q2 | $8.35M | Buy |
113,974
+15,089
| +15% | +$1.11M | 0.38% | 40 |
|
|
2021
Q1 | $7.48M | Buy |
98,885
+11,316
| +13% | +$856K | 0.36% | 41 |
|
|
2020
Q4 | $6.76M | Buy |
87,569
+66,197
| +310% | +$5.11M | 0.36% | 40 |
|
|
2020
Q3 | $5.93M | Buy |
21,372
+460
| +2% | +$128K | 0.37% | 41 |
|
|
2020
Q2 | $5.02M | Buy |
20,912
+503
| +2% | +$121K | 0.36% | 40 |
|
|
2020
Q1 | $4.91M | Sell |
20,409
-3,039
| -13% | -$731K | 0.39% | 38 |
|
|
2019
Q4 | $5.68M | Sell |
23,448
-310
| -1% | -$75.1K | 0.35% | 45 |
|
|
2019
Q3 | $5.54M | Buy |
23,758
+825
| +4% | +$192K | 0.37% | 43 |
|
|
2019
Q2 | $4.7M | Buy |
22,933
+517
| +2% | +$106K | 0.31% | 50 |
|
|
2019
Q1 | $4.33M | Sell |
22,416
-579
| -3% | -$112K | 0.29% | 52 |
|
|
2018
Q4 | $4M | Buy |
22,995
+1,020
| +5% | +$177K | 0.35% | 48 |
|
|
2018
Q3 | $3.68M | Buy |
21,975
+1,698
| +8% | +$285K | 0.33% | 48 |
|
|
2018
Q2 | $3.39M | Buy |
20,277
+3,157
| +18% | +$527K | 0.32% | 50 |
|
|
2018
Q1 | $2.8M | Buy |
17,120
+2,898
| +20% | +$473K | 0.28% | 54 |
|
|
2017
Q4 | $2.22M | Buy |
14,222
+407
| +3% | +$63.6K | 0.23% | 63 |
|
|
2017
Q3 | $2.03M | Buy |
13,815
+1,889
| +16% | +$277K | 0.23% | 59 |
|
|
2017
Q2 | $1.67M | Buy |
11,926
+2,483
| +26% | +$348K | 0.2% | 57 |
|
|
2017
Q1 | $1.21M | Buy |
9,443
+1,590
| +20% | +$204K | 0.15% | 67 |
|
|
2016
Q4 | $938K | Buy |
7,853
+2,267
| +41% | +$271K | 0.13% | 74 |
|
|
2016
Q3 | $683K | Buy |
+5,586
| New | +$683K | 0.1% | 80 |
|