TPA
Trivium Point Advisory’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
63,417
-5,475
| -8% | -$380K | 0.48% | 54 |
|
|
2025
Q1 | $4.88M | Sell |
68,892
-3,225
| -4% | -$229K | 0.61% | 44 |
|
|
2024
Q4 | $5.17M | Buy |
72,117
+3,146
| +5% | +$226K | 0.65% | 38 |
|
|
2024
Q3 | $5.12M | Sell |
68,971
-3,657
| -5% | -$271K | 0.71% | 37 |
|
|
2024
Q2 | $5.14M | Buy |
72,628
+3,674
| +5% | +$260K | 0.77% | 31 |
|
|
2024
Q1 | $4.41M | Buy |
68,954
+5,497
| +9% | +$351K | 0.95% | 28 |
|
|
2023
Q4 | $3.85M | Buy |
63,457
+15,520
| +32% | +$943K | 0.93% | 29 |
|
|
2023
Q3 | $2.53M | Buy |
47,937
+240
| +0.5% | +$12.7K | 0.7% | 46 |
|
|
2023
Q2 | $3.54M | Sell |
47,697
-1,079
| -2% | -$80.1K | 0.96% | 27 |
|
|
2023
Q1 | $3.76M | Buy |
48,776
+1,666
| +4% | +$128K | 1.02% | 26 |
|
|
2022
Q4 | $3.94M | Buy |
47,110
+942
| +2% | +$78.8K | 1.15% | 23 |
|
|
2022
Q3 | $3.64M | Buy |
46,168
+704
| +2% | +$55.6K | 1.13% | 23 |
|
|
2022
Q2 | $3.65M | Sell |
45,464
-5,398
| -11% | -$434K | 1.1% | 24 |
|
|
2022
Q1 | $4.4M | Buy |
50,862
+7,362
| +17% | +$637K | 0.98% | 25 |
|
|
2021
Q4 | $4.06M | Buy |
43,500
+998
| +2% | +$93.2K | 0.85% | 34 |
|
|
2021
Q3 | $3.44M | Sell |
42,502
-146
| -0.3% | -$11.8K | 0.82% | 37 |
|
|
2021
Q2 | $3.13M | Buy |
42,648
+1,352
| +3% | +$99.1K | 0.78% | 38 |
|
|
2021
Q1 | $3.12M | Buy |
41,296
+1,874
| +5% | +$142K | 0.84% | 25 |
|
|
2020
Q4 | $3.13M | Buy |
39,422
+29,751
| +308% | +$2.36M | 0.9% | 19 |
|
|
2020
Q3 | $2.68M | Buy |
9,671
+197
| +2% | +$54.7K | 0.95% | 23 |
|
|
2020
Q2 | $2.34M | Buy |
9,474
+604
| +7% | +$149K | 0.93% | 25 |
|
|
2020
Q1 | $2.07M | Sell |
8,870
-933
| -10% | -$218K | 1.07% | 26 |
|
|
2019
Q4 | $2.37M | Buy |
9,803
+61
| +0.6% | +$14.8K | 0.92% | 25 |
|
|
2019
Q3 | $2.27M | Buy |
9,742
+628
| +7% | +$147K | 1.04% | 22 |
|
|
2019
Q2 | $1.87M | Buy |
9,114
+124
| +1% | +$25.4K | 0.83% | 38 |
|
|
2019
Q1 | $1.74M | Buy |
8,990
+443
| +5% | +$85.6K | 0.81% | 44 |
|
|
2018
Q4 | $1.49M | Buy |
+8,547
| New | +$1.49M | 0.9% | 47 |
|