TCA
Transcend Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
28,296
-14,199
| -33% | -$986K | 0.15% | 146 |
|
|
2025
Q1 | $3.01M | Buy |
42,495
+2,774
| +7% | +$197K | 0.22% | 111 |
|
|
2024
Q4 | $2.85M | Sell |
39,721
-3,234
| -8% | -$232K | 0.21% | 116 |
|
|
2024
Q3 | $3.63M | Sell |
42,955
-4,794
| -10% | -$405K | 0.24% | 103 |
|
|
2024
Q2 | $3.38M | Buy |
47,749
+5,911
| +14% | +$419K | 0.25% | 100 |
|
|
2024
Q1 | $2.67M | Buy |
41,838
+3,495
| +9% | +$223K | 0.21% | 108 |
|
|
2023
Q4 | $2.33M | Buy |
38,343
+2,291
| +6% | +$139K | 0.21% | 117 |
|
|
2023
Q3 | $2.07M | Sell |
36,052
-4,493
| -11% | -$257K | 0.2% | 121 |
|
|
2023
Q2 | $3.01M | Sell |
40,545
-301
| -0.7% | -$22.3K | 0.29% | 86 |
|
|
2023
Q1 | $3.15M | Buy |
40,846
+1,334
| +3% | +$103K | 0.33% | 69 |
|
|
2022
Q4 | $3.3M | Sell |
39,512
-1,302
| -3% | -$109K | 0.36% | 62 |
|
|
2022
Q3 | $3.2M | Buy |
40,814
+2,201
| +6% | +$173K | 0.35% | 64 |
|
|
2022
Q2 | $2.99M | Buy |
38,613
+63
| +0.2% | +$4.88K | 0.31% | 81 |
|
|
2022
Q1 | $3.27M | Sell |
38,550
-11,206
| -23% | -$949K | 0.29% | 88 |
|
|
2021
Q4 | $4.65M | Sell |
49,756
-1,382
| -3% | -$129K | 0.41% | 58 |
|
|
2021
Q3 | $4.37M | Buy |
+51,138
| New | +$4.37M | 0.39% | 62 |
|
|
2021
Q2 | – | Sell |
-35,068
| Closed | -$2.65M | – | 386 |
|
|
2021
Q1 | $2.65M | Sell |
35,068
-573
| -2% | -$43.3K | 0.32% | 82 |
|
|
2020
Q4 | $2.75M | Buy |
35,641
+27,868
| +359% | +$2.15M | 0.36% | 74 |
|
|
2020
Q3 | $2.16M | Buy |
+7,773
| New | +$2.16M | 0.39% | 65 |
|
|
2020
Q2 | – | Sell |
-8,700
| Closed | -$2.11M | – | 170 |
|
|
2020
Q1 | $2.11M | Sell |
8,700
-315
| -3% | -$76.4K | 0.63% | 46 |
|
|
2019
Q4 | $2.18M | Buy |
+9,015
| New | +$2.18M | 0.59% | 52 |
|