Verdence Capital 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 | $2.24M | Sell |
32,307
-77
| -0.2% | -$5.35K | 0.15% | 143 |
|
|
2025
Q1 | $2.3M | Buy |
32,384
+63
| +0.2% | +$4.47K | 0.18% | 125 |
|
|
2024
Q4 | $2.32M | Buy |
32,321
+866
| +3% | +$62.1K | 0.19% | 132 |
|
|
2024
Q3 | $2.66M | Buy |
31,455
+837
| +3% | +$70.8K | 0.21% | 122 |
|
|
2024
Q2 | $2.17M | Buy |
30,618
+2,473
| +9% | +$175K | 0.19% | 135 |
|
|
2024
Q1 | $1.8M | Buy |
28,145
+3,347
| +13% | +$214K | 0.16% | 161 |
|
|
2023
Q4 | $1.51M | Sell |
24,798
-522
| -2% | -$31.7K | 0.15% | 165 |
|
|
2023
Q3 | $1.45M | Buy |
25,320
+1,181
| +5% | +$67.7K | 0.16% | 154 |
|
|
2023
Q2 | $1.79M | Buy |
24,139
+710
| +3% | +$52.7K | 0.21% | 126 |
|
|
2023
Q1 | $1.81M | Buy |
23,429
+202
| +0.9% | +$15.6K | 0.22% | 124 |
|
|
2022
Q4 | $1.94M | Buy |
23,227
+556
| +2% | +$46.5K | 0.24% | 110 |
|
|
2022
Q3 | $1.78M | Sell |
22,671
-292
| -1% | -$22.9K | 0.25% | 108 |
|
|
2022
Q2 | $1.78M | Buy |
22,963
+395
| +2% | +$30.6K | 0.23% | 113 |
|
|
2022
Q1 | $1.91M | Buy |
22,568
+1,333
| +6% | +$113K | 0.22% | 115 |
|
|
2021
Q4 | $1.98M | Buy |
21,235
+860
| +4% | +$80.3K | 0.23% | 104 |
|
|
2021
Q3 | $1.6M | Sell |
20,375
-4
| -0% | -$314 | 0.21% | 115 |
|
|
2021
Q2 | $1.49M | Buy |
20,379
+12,480
| +158% | +$914K | 0.21% | 116 |
|
|
2021
Q1 | $597K | Buy |
7,899
+138
| +2% | +$10.4K | 0.1% | 208 |
|
|
2020
Q4 | $599K | Buy |
7,761
+105
| +1% | +$8.1K | 0.11% | 189 |
|
|
2020
Q3 | $531K | Buy |
7,656
+140
| +2% | +$9.71K | 0.12% | 185 |
|
|
2020
Q2 | $451K | Buy |
7,516
+1,572
| +26% | +$94.3K | 0.11% | 192 |
|
|
2020
Q1 | $358K | Hold |
5,944
| – | – | 0.11% | 188 |
|
|
2019
Q4 | $360K | Buy |
5,944
+780
| +15% | +$47.2K | 0.09% | 215 |
|
|
2019
Q3 | $301K | Buy |
5,164
+116
| +2% | +$6.76K | 0.08% | 231 |
|
|
2019
Q2 | $259K | Buy |
5,048
+16
| +0.3% | +$821 | 0.07% | 243 |
|
|
2019
Q1 | $243K | Hold |
5,032
| – | – | 0.07% | 226 |
|
|
2018
Q4 | $219K | Sell |
5,032
-28
| -0.6% | -$1.22K | 0.06% | 220 |
|
|
2018
Q3 | $212K | Sell |
5,060
-4,820
| -49% | -$202K | 0.05% | 243 |
|
|
2018
Q2 | $413K | Sell |
9,880
-460
| -4% | -$19.2K | 0.1% | 185 |
|
|
2018
Q1 | $422K | Sell |
10,340
-1,308
| -11% | -$53.4K | 0.1% | 179 |
|
|
2017
Q4 | $455K | Buy |
+11,648
| New | +$455K | 0.11% | 161 |
|