United Capital Financial 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 | $9.82M | Buy |
141,521
+628
| +0.4% | +$43.6K | 0.08% | 199 |
|
|
2025
Q1 | $9.99M | Buy |
140,893
+22,676
| +19% | +$1.61M | 0.09% | 180 |
|
|
2024
Q4 | $8.47M | Sell |
118,217
-9,175
| -7% | -$658K | 0.07% | 201 |
|
|
2024
Q3 | $10.8M | Buy |
127,392
+3,052
| +2% | +$258K | 0.09% | 175 |
|
|
2024
Q2 | $8.8M | Buy |
124,340
+1,315
| +1% | +$93.1K | 0.08% | 196 |
|
|
2024
Q1 | $7.86M | Sell |
123,025
-5,034
| -4% | -$322K | 0.06% | 207 |
|
|
2023
Q4 | $7.78M | Sell |
128,059
-307,685
| -71% | -$18.7M | 0.06% | 227 |
|
|
2023
Q3 | $25M | Sell |
435,744
-48,709
| -10% | -$2.79M | 0.16% | 125 |
|
|
2023
Q2 | $35.9M | Sell |
484,453
-27,061
| -5% | -$2.01M | 0.2% | 100 |
|
|
2023
Q1 | $39.4M | Sell |
511,514
-31,520
| -6% | -$2.43M | 0.22% | 89 |
|
|
2022
Q4 | $45.4M | Sell |
543,034
-4,980
| -0.9% | -$416K | 0.25% | 82 |
|
|
2022
Q3 | $43M | Sell |
548,014
-11,228
| -2% | -$880K | 0.25% | 80 |
|
|
2022
Q2 | $43.3M | Sell |
559,242
-6,157
| -1% | -$477K | 0.24% | 85 |
|
|
2022
Q1 | $47.9M | Sell |
565,399
-4,859
| -0.9% | -$412K | 0.23% | 88 |
|
|
2021
Q4 | $53.2M | Buy |
570,258
+14,212
| +3% | +$1.33M | 0.25% | 86 |
|
|
2021
Q3 | $43.7M | Buy |
556,046
+11,812
| +2% | +$927K | 0.22% | 100 |
|
|
2021
Q2 | $39.9M | Buy |
544,234
+12,016
| +2% | +$881K | 0.2% | 105 |
|
|
2021
Q1 | $40.2M | Buy |
532,218
+38,216
| +8% | +$2.89M | 0.22% | 98 |
|
|
2020
Q4 | $38.1M | Buy |
494,002
+6,062
| +1% | +$468K | 0.23% | 96 |
|
|
2020
Q3 | $33.9M | Buy |
487,940
+6,064
| +1% | +$421K | 0.22% | 105 |
|
|
2020
Q2 | $28.9M | Buy |
481,876
+315,164
| +189% | +$18.9M | 0.21% | 105 |
|
|
2020
Q1 | $8.61M | Sell |
166,712
-40,772
| -20% | -$2.11M | 0.07% | 255 |
|
|
2019
Q4 | $12.6M | Buy |
207,484
+28,916
| +16% | +$1.75M | 0.08% | 268 |
|
|
2019
Q3 | $10.4M | Sell |
178,568
-43,328
| -20% | -$2.52M | 0.07% | 284 |
|
|
2019
Q2 | $11.4M | Buy |
221,896
+31,508
| +17% | +$1.61M | 0.07% | 271 |
|
|
2019
Q1 | $9.2M | Buy |
190,388
+20,572
| +12% | +$994K | 0.06% | 303 |
|
|
2018
Q4 | $7.38M | Buy |
169,816
+48,384
| +40% | +$2.1M | 0.06% | 308 |
|
|
2018
Q3 | $5.09M | Buy |
121,432
+7,828
| +7% | +$328K | 0.04% | 429 |
|
|
2018
Q2 | $4.74M | Sell |
113,604
-15,928
| -12% | -$665K | 0.04% | 424 |
|
|
2018
Q1 | $5.29M | Buy |
129,532
+5,640
| +5% | +$230K | 0.04% | 406 |
|
|
2017
Q4 | $4.84M | Buy |
123,892
+3,532
| +3% | +$138K | 0.04% | 419 |
|
|
2017
Q3 | $4.41M | Buy |
120,360
+660
| +0.6% | +$24.2K | 0.04% | 412 |
|
|
2017
Q2 | $4.19M | Sell |
119,700
-5,120
| -4% | -$179K | 0.04% | 416 |
|
|
2017
Q1 | $4.01M | Sell |
124,820
-8,236
| -6% | -$264K | 0.04% | 413 |
|
|
2016
Q4 | $3.97M | Sell |
133,056
-1,244
| -0.9% | -$37.2K | 0.04% | 412 |
|
|
2016
Q3 | $4.11M | Sell |
134,300
-936
| -0.7% | -$28.6K | 0.04% | 420 |
|
|
2016
Q2 | $4.4M | Sell |
135,236
-6,068
| -4% | -$197K | 0.04% | 388 |
|
|
2016
Q1 | $4.18M | Buy |
141,304
+3,420
| +2% | +$101K | 0.05% | 370 |
|
|
2015
Q4 | $3.58M | Sell |
137,884
-7,088
| -5% | -$184K | 0.04% | 413 |
|
|
2015
Q3 | $3.54M | Sell |
144,972
-12,868
| -8% | -$314K | 0.04% | 393 |
|
|
2015
Q2 | $3.87M | Buy |
157,840
+7,040
| +5% | +$173K | 0.04% | 408 |
|
|
2015
Q1 | $3.81M | Buy |
150,800
+8,716
| +6% | +$220K | 0.05% | 396 |
|
|
2014
Q4 | $3.78M | Buy |
142,084
+29,508
| +26% | +$784K | 0.06% | 310 |
|
|
2014
Q3 | $2.64M | Buy |
112,576
+600
| +0.5% | +$14.1K | 0.05% | 372 |
|
|
2014
Q2 | $2.87M | Buy |
111,976
+29,632
| +36% | +$759K | 0.05% | 337 |
|
|
2014
Q1 | $1.97M | Buy |
+82,344
| New | +$1.97M | 0.04% | 359 |
|
|
2013
Q4 | – | Sell |
-94,028
| Closed | -$1.88M | – | 720 |
|
|
2013
Q3 | $1.88M | Sell |
94,028
-604
| -0.6% | -$12.1K | 0.06% | 260 |
|
|
2013
Q2 | $1.93M | Buy |
+94,632
| New | +$1.93M | 0.05% | 314 |
|