Stokes Capital 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
Q2 | $7.07M | Buy |
101,904
+17,997
| +21% | +$1.25M | 1.73% | 25 |
|
|
2025
Q1 | $5.95M | Buy |
83,907
+5,182
| +7% | +$367K | 1.51% | 38 |
|
|
2024
Q4 | $5.64M | Sell |
78,725
-873
| -1% | -$62.6K | 1.46% | 36 |
|
|
2024
Q3 | $6.73M | Sell |
79,598
-793
| -1% | -$67K | 1.72% | 31 |
|
|
2024
Q2 | $5.69M | Buy |
80,391
+1,667
| +2% | +$118K | 1.58% | 36 |
|
|
2024
Q1 | $5.03M | Buy |
78,724
+13,502
| +21% | +$863K | 1.46% | 36 |
|
|
2023
Q4 | $3.96M | Buy |
65,222
+14,885
| +30% | +$904K | 1.25% | 42 |
|
|
2023
Q3 | $2.88M | Buy |
50,337
+1,822
| +4% | +$104K | 1.01% | 46 |
|
|
2023
Q2 | $3.6M | Buy |
48,515
+1,783
| +4% | +$132K | 1.21% | 41 |
|
|
2023
Q1 | $3.6M | Sell |
46,732
-555
| -1% | -$42.8K | 1.22% | 41 |
|
|
2022
Q4 | $3.95M | Sell |
47,287
-4,406
| -9% | -$368K | 1.36% | 35 |
|
|
2022
Q3 | $4.05M | Sell |
51,693
-483
| -0.9% | -$37.9K | 1.51% | 35 |
|
|
2022
Q2 | $4.04M | Sell |
52,176
-609
| -1% | -$47.2K | 1.41% | 37 |
|
|
2022
Q1 | $4.47M | Buy |
52,785
+1,044
| +2% | +$88.4K | 1.3% | 40 |
|
|
2021
Q4 | $4.83M | Sell |
51,741
-1,438
| -3% | -$134K | 1.44% | 38 |
|
|
2021
Q3 | $4.18M | Buy |
53,179
+614
| +1% | +$48.2K | 1.35% | 41 |
|
|
2021
Q2 | $3.85M | Buy |
52,565
+10,308
| +24% | +$755K | 1.26% | 42 |
|
|
2021
Q1 | $3.2M | Buy |
42,257
+31,607
| +297% | +$2.39M | 1.31% | 42 |
|
|
2020
Q4 | $822K | Buy |
+10,650
| New | +$822K | 0.36% | 57 |
|