United Asset Strategies’s NextEra Energy, Inc. NEE Stock Holding History

United Asset Strategies’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Hold	20,867	–	–	0.12%	120
2025 Q1	$1.48M	Sell	20,867 -1,738	-8%	-$123K	0.14%	120
2024 Q4	$1.62M	Sell	22,605 -6,775	-23%	-$486K	0.15%	114
2024 Q3	$2.48M	Buy	29,380 +8,996	+44%	+$760K	0.23%	87
2024 Q2	$1.44M	Buy	20,384 +115	+0.6%	+$8.14K	0.14%	123
2024 Q1	$1.3M	Sell	20,269 -1,569	-7%	-$100K	0.13%	131
2023 Q4	$1.33M	Buy	21,838 +944	+5%	+$57.3K	0.15%	125
2023 Q3	$1.2M	Sell	20,894 -650	-3%	-$37.2K	0.15%	130
2023 Q2	$1.6M	Sell	21,544 -300	-1%	-$22.3K	0.2%	103
2023 Q1	$1.68M	Buy	21,844 +300	+1%	+$23.1K	0.22%	96
2022 Q4	$1.8M	Buy	+21,544	New	+$1.8M	0.25%	86
2021 Q2	–	Sell	-6,183	Closed	-$468K	–	219
2021 Q1	$468K	Buy	6,183 +1,909	+45%	+$144K	0.07%	148
2020 Q4	$330K	Buy	+4,274	New	+$330K	0.05%	170
2019 Q1	–	Sell	-18,212	Closed	-$791K	–	208
2018 Q4	$791K	Buy	18,212 +160	+0.9%	+$6.95K	0.22%	100
2018 Q3	$756K	Sell	18,052 -40	-0.2%	-$1.68K	0.18%	111
2018 Q2	$755K	Buy	18,092 +64	+0.4%	+$2.67K	0.2%	109
2018 Q1	$736K	Buy	18,028 +400	+2%	+$16.3K	0.22%	102
2017 Q4	$688K	Buy	+17,628	New	+$688K	0.18%	109
2017 Q3	–	Sell	-17,556	Closed	-$615K	–	151
2017 Q2	$615K	Hold	17,556	–	–	0.18%	99
2017 Q1	$563K	Sell	17,556 -200	-1%	-$6.41K	0.17%	95
2016 Q4	$530K	Hold	17,756	–	–	0.17%	97
2016 Q3	$543K	Sell	17,756 -392	-2%	-$12K	0.19%	90
2016 Q2	$592K	Hold	18,148	–	–	0.22%	87
2016 Q1	$537K	Buy	18,148 +120	+0.7%	+$3.55K	0.24%	77
2015 Q4	$468K	Buy	18,028 +424	+2%	+$11K	0.2%	86
2015 Q3	$429K	Buy	17,604 +132	+0.8%	+$3.22K	0.2%	88
2015 Q2	$428K	Sell	17,472 -480	-3%	-$11.8K	0.19%	91
2015 Q1	$453K	Sell	17,952 -124	-0.7%	-$3.13K	0.21%	84
2014 Q4	$480K	Sell	18,076 -52	-0.3%	-$1.38K	0.21%	87
2014 Q3	$425K	Buy	18,128 +840	+5%	+$19.7K	0.19%	90
2014 Q2	$443K	Buy	17,288 +760	+5%	+$19.5K	0.21%	84
2014 Q1	$395K	Buy	+16,528	New	+$395K	0.22%	75