VisionPoint Advisory Group’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 | $267K | Buy |
+3,841
| New | +$267K | 0.06% | 291 |
|
|
2025
Q1 | – | Sell |
-6,972
| Closed | -$499K | – | 273 |
|
|
2024
Q4 | $499K | Sell |
6,972
-4,412
| -39% | -$316K | 0.17% | 112 |
|
|
2024
Q3 | $962K | Buy |
11,384
+3,846
| +51% | +$325K | 0.32% | 85 |
|
|
2024
Q2 | $534K | Sell |
7,538
-6,323
| -46% | -$448K | 0.19% | 104 |
|
|
2024
Q1 | $886K | Buy |
13,861
+5,776
| +71% | +$369K | 0.32% | 84 |
|
|
2023
Q4 | $491K | Buy |
8,085
+5,622
| +228% | +$341K | 0.18% | 95 |
|
|
2023
Q3 | $141K | Buy |
2,463
+462
| +23% | +$26.5K | 0.06% | 165 |
|
|
2023
Q2 | $148K | Sell |
2,001
-43,296
| -96% | -$3.21M | 0.06% | 151 |
|
|
2023
Q1 | $3.42M | Buy |
45,297
+4,919
| +12% | +$371K | 1.51% | 15 |
|
|
2022
Q4 | $3.05M | Sell |
40,378
-6,390
| -14% | -$483K | 1.26% | 22 |
|
|
2022
Q3 | $3.67M | Buy |
46,768
+10,873
| +30% | +$853K | 1.76% | 23 |
|
|
2022
Q2 | $3.21M | Sell |
35,895
-888
| -2% | -$79.4K | 1.27% | 31 |
|
|
2022
Q1 | $2.52M | Sell |
36,783
-30,681
| -45% | -$2.1M | 1.17% | 29 |
|
|
2021
Q4 | $5.13M | Buy |
67,464
+26,008
| +63% | +$1.98M | 2.24% | 14 |
|
|
2021
Q3 | $3.55M | Buy |
41,456
+2,448
| +6% | +$209K | 1.58% | 23 |
|
|
2021
Q2 | $2.86M | Buy |
39,008
+9,612
| +33% | +$704K | 1.27% | 28 |
|
|
2021
Q1 | $2.22M | Buy |
29,396
+12,359
| +73% | +$935K | 1.07% | 30 |
|
|
2020
Q4 | $1.31M | Buy |
+17,037
| New | +$1.31M | 0.66% | 40 |
|