Strategic Investment 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 | $703K | Buy |
10,122
+378
| +4% | +$26.2K | 0.07% | 126 |
|
|
2025
Q1 | $691K | Sell |
9,744
-6,695
| -41% | -$475K | 0.07% | 132 |
|
|
2024
Q4 | $1.18M | Sell |
16,439
-7,789
| -32% | -$558K | 0.13% | 94 |
|
|
2024
Q3 | $2.05M | Sell |
24,228
-219
| -0.9% | -$18.5K | 0.22% | 63 |
|
|
2024
Q2 | $1.73M | Buy |
24,447
+141
| +0.6% | +$9.98K | 0.21% | 70 |
|
|
2024
Q1 | $1.55M | Buy |
24,306
+51
| +0.2% | +$3.26K | 0.2% | 71 |
|
|
2023
Q4 | $1.47M | Buy |
24,255
+109
| +0.5% | +$6.62K | 0.21% | 68 |
|
|
2023
Q3 | $1.38M | Sell |
24,146
-45
| -0.2% | -$2.58K | 0.23% | 65 |
|
|
2023
Q2 | $1.79M | Sell |
24,191
-81
| -0.3% | -$6.01K | 0.25% | 43 |
|
|
2023
Q1 | $1.87M | Sell |
24,272
-155
| -0.6% | -$11.9K | 0.34% | 47 |
|
|
2022
Q4 | $2.04M | Sell |
24,427
-470
| -2% | -$39.3K | 0.42% | 43 |
|
|
2022
Q3 | $1.95M | Sell |
24,897
-1,074
| -4% | -$84.2K | 0.44% | 39 |
|
|
2022
Q2 | $2.01M | Buy |
25,971
+1,068
| +4% | +$82.7K | 0.4% | 39 |
|
|
2022
Q1 | $2.11M | Sell |
24,903
-293
| -1% | -$24.8K | 0.4% | 42 |
|
|
2021
Q4 | $2.35M | Buy |
25,196
+448
| +2% | +$41.8K | 0.45% | 43 |
|
|
2021
Q3 | $1.94M | Buy |
24,748
+619
| +3% | +$48.6K | 0.43% | 46 |
|
|
2021
Q2 | $1.77M | Buy |
24,129
+3,501
| +17% | +$257K | 0.4% | 48 |
|
|
2021
Q1 | $1.56M | Sell |
20,628
-296
| -1% | -$22.4K | 0.4% | 55 |
|
|
2020
Q4 | $1.61M | Sell |
20,924
-292
| -1% | -$22.5K | 0.47% | 49 |
|
|
2020
Q3 | $1.47M | Buy |
21,216
+720
| +4% | +$50K | 0.5% | 50 |
|
|
2020
Q2 | $1.23M | Sell |
20,496
-264
| -1% | -$15.9K | 0.46% | 51 |
|
|
2020
Q1 | $1.25M | Sell |
20,760
-716
| -3% | -$43.1K | 0.57% | 47 |
|
|
2019
Q4 | $1.3M | Buy |
21,476
+3,532
| +20% | +$214K | 0.54% | 46 |
|
|
2019
Q3 | $1.05M | Buy |
17,944
+240
| +1% | +$14K | 0.5% | 44 |
|
|
2019
Q2 | $902K | Buy |
17,704
+356
| +2% | +$18.1K | 0.49% | 47 |
|
|
2019
Q1 | $838K | Sell |
17,348
-960
| -5% | -$46.4K | 0.57% | 43 |
|
|
2018
Q4 | $795K | Buy |
+18,308
| New | +$795K | 0.71% | 35 |
|