SPIA
Steward Partners Investment Advisory’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Sell |
370,259
-964
| -0.3% | -$66.9K | 0.2% | 101 |
|
|
2025
Q1 | $26.3M | Buy |
371,223
+27,462
| +8% | +$1.95M | 0.23% | 89 |
|
|
2024
Q4 | $24.6M | Sell |
343,761
-9,603
| -3% | -$688K | 0.22% | 95 |
|
|
2024
Q3 | $29.9M | Buy |
353,364
+59,769
| +20% | +$5.05M | 0.28% | 79 |
|
|
2024
Q2 | $20.8M | Buy |
293,595
+36,041
| +14% | +$2.55M | 0.22% | 95 |
|
|
2024
Q1 | $16.5M | Buy |
257,554
+19,032
| +8% | +$1.22M | 0.18% | 114 |
|
|
2023
Q4 | $14.5M | Sell |
238,522
-47,048
| -16% | -$2.86M | 0.2% | 112 |
|
|
2023
Q3 | $16.4M | Buy |
285,570
+187
| +0.1% | +$10.7K | 0.25% | 86 |
|
|
2023
Q2 | $21.2M | Buy |
285,383
+566
| +0.2% | +$42K | 0.32% | 66 |
|
|
2023
Q1 | $22M | Sell |
284,817
-21,789
| -7% | -$1.68M | 0.35% | 61 |
|
|
2022
Q4 | $25.6M | Sell |
306,606
-55,505
| -15% | -$4.64M | 0.44% | 45 |
|
|
2022
Q3 | $28.4M | Buy |
362,111
+97,810
| +37% | +$7.67M | 0.53% | 30 |
|
|
2022
Q2 | $20.5M | Sell |
264,301
-7,374
| -3% | -$571K | 0.38% | 57 |
|
|
2022
Q1 | $23M | Sell |
271,675
-16,224
| -6% | -$1.37M | 0.36% | 57 |
|
|
2021
Q4 | $26.9M | Buy |
287,899
+25,744
| +10% | +$2.4M | 0.41% | 45 |
|
|
2021
Q3 | $20.6M | Buy |
262,155
+5,938
| +2% | +$466K | 0.35% | 58 |
|
|
2021
Q2 | $18.8M | Buy |
256,217
+7,328
| +3% | +$537K | 0.32% | 66 |
|
|
2021
Q1 | $18.8M | Buy |
248,889
+29,768
| +14% | +$2.25M | 0.33% | 63 |
|
|
2020
Q4 | $16.9M | Buy |
219,121
+166,692
| +318% | +$12.9M | 0.37% | 59 |
|
|
2020
Q3 | $14.6M | Buy |
52,429
+10,323
| +25% | +$2.87M | 0.37% | 61 |
|
|
2020
Q2 | $10.1M | Buy |
42,106
+2,687
| +7% | +$645K | 0.29% | 86 |
|
|
2020
Q1 | $9.49M | Buy |
39,419
+4,059
| +11% | +$977K | 0.35% | 71 |
|
|
2019
Q4 | $8.56M | Buy |
35,360
+3,173
| +10% | +$768K | 0.25% | 99 |
|
|
2019
Q3 | $7.5M | Buy |
32,187
+3,724
| +13% | +$868K | 0.25% | 97 |
|
|
2019
Q2 | $5.83M | Sell |
28,463
-1,544
| -5% | -$316K | 0.21% | 112 |
|
|
2019
Q1 | $5.8M | Sell |
30,007
-109
| -0.4% | -$21.1K | 0.25% | 102 |
|
|
2018
Q4 | $5.23M | Sell |
30,116
-395
| -1% | -$68.6K | 0.25% | 100 |
|
|
2018
Q3 | $5.11M | Buy |
30,511
+759
| +3% | +$127K | 0.24% | 103 |
|
|
2018
Q2 | $4.97M | Buy |
29,752
+9,315
| +46% | +$1.56M | 0.3% | 81 |
|
|
2018
Q1 | $3.34M | Buy |
20,437
+944
| +5% | +$154K | 0.23% | 102 |
|
|
2017
Q4 | $3.04M | Buy |
19,493
+109
| +0.6% | +$17K | 0.23% | 110 |
|
|
2017
Q3 | $2.84M | Buy |
19,384
+2,415
| +14% | +$354K | 0.29% | 87 |
|
|
2017
Q2 | $2.38M | Buy |
16,969
+6,320
| +59% | +$885K | 0.27% | 96 |
|
|
2017
Q1 | $1.37M | Buy |
10,649
+4,469
| +72% | +$574K | 0.21% | 104 |
|
|
2016
Q4 | $738K | Buy |
+6,180
| New | +$738K | 0.34% | 67 |
|