Visionary Wealth 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 | $7.92M | Buy |
114,086
+5,836
| +5% | +$405K | 0.4% | 71 |
|
|
2025
Q1 | $7.67M | Buy |
108,250
+6,238
| +6% | +$442K | 0.46% | 65 |
|
|
2024
Q4 | $7.31M | Buy |
102,012
+696
| +0.7% | +$49.9K | 0.43% | 68 |
|
|
2024
Q3 | $8.56M | Sell |
101,316
-17,263
| -15% | -$1.46M | 0.52% | 57 |
|
|
2024
Q2 | $8.4M | Buy |
118,579
+1,554
| +1% | +$110K | 0.55% | 51 |
|
|
2024
Q1 | $7.48M | Buy |
117,025
+24,318
| +26% | +$1.55M | 0.5% | 55 |
|
|
2023
Q4 | $5.63M | Buy |
92,707
+8,872
| +11% | +$539K | 0.41% | 68 |
|
|
2023
Q3 | $4.8M | Buy |
83,835
+77,910
| +1,315% | +$4.46M | 0.39% | 74 |
|
|
2023
Q2 | $440K | Sell |
5,925
-239
| -4% | -$17.7K | 0.04% | 312 |
|
|
2023
Q1 | $475K | Buy |
6,164
+213
| +4% | +$16.4K | 0.04% | 288 |
|
|
2022
Q4 | $497K | Buy |
5,951
+59
| +1% | +$4.93K | 0.05% | 238 |
|
|
2022
Q3 | $462K | Sell |
5,892
-4,647
| -44% | -$364K | 0.05% | 235 |
|
|
2022
Q2 | $816K | Buy |
10,539
+4,600
| +77% | +$356K | 0.07% | 189 |
|
|
2022
Q1 | $503K | Buy |
5,939
+1,648
| +38% | +$140K | 0.04% | 249 |
|
|
2021
Q4 | $401K | Buy |
4,291
+344
| +9% | +$32.1K | 0.03% | 256 |
|
|
2021
Q3 | $310K | Sell |
3,947
-392
| -9% | -$30.8K | 0.03% | 246 |
|
|
2021
Q2 | $318K | Sell |
4,339
-939
| -18% | -$68.8K | 0.03% | 261 |
|
|
2021
Q1 | $399K | Sell |
5,278
-611
| -10% | -$46.2K | 0.04% | 219 |
|
|
2020
Q4 | $454K | Buy |
5,889
+301
| +5% | +$23.2K | 0.05% | 189 |
|
|
2020
Q3 | $388K | Buy |
5,588
+1,432
| +34% | +$99.4K | 0.05% | 175 |
|
|
2020
Q2 | $250K | Sell |
4,156
-72
| -2% | -$4.33K | 0.04% | 195 |
|
|
2020
Q1 | $255K | Sell |
4,228
-20,036
| -83% | -$1.21M | 0.05% | 163 |
|
|
2019
Q4 | $1.47M | Buy |
+24,264
| New | +$1.47M | 0.26% | 82 |
|