Waverly 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 | $4.76M | Buy |
68,520
+3,471
| +5% | +$241K | 0.05% | 313 |
|
|
2025
Q1 | $4.61M | Buy |
65,049
+17,452
| +37% | +$1.24M | 0.06% | 309 |
|
|
2024
Q4 | $3.41M | Buy |
47,597
+9,136
| +24% | +$655K | 0.05% | 277 |
|
|
2024
Q3 | $3.25M | Sell |
38,461
-2,901
| -7% | -$245K | 0.06% | 253 |
|
|
2024
Q2 | $2.93M | Buy |
41,362
+24,761
| +149% | +$1.75M | 0.06% | 258 |
|
|
2024
Q1 | $1.06M | Buy |
16,601
+9,326
| +128% | +$596K | 0.03% | 357 |
|
|
2023
Q4 | $442K | Buy |
7,275
+634
| +10% | +$38.5K | 0.02% | 314 |
|
|
2023
Q3 | $380K | Buy |
6,641
+1,684
| +34% | +$96.5K | 0.02% | 291 |
|
|
2023
Q2 | $368K | Buy |
4,957
+13
| +0.3% | +$965 | 0.02% | 270 |
|
|
2023
Q1 | $381K | Sell |
4,944
-174
| -3% | -$13.4K | 0.02% | 217 |
|
|
2022
Q4 | $428K | Buy |
5,118
+85
| +2% | +$7.11K | 0.02% | 190 |
|
|
2022
Q3 | $395K | Buy |
5,033
+395
| +9% | +$31K | 0.03% | 174 |
|
|
2022
Q2 | $359K | Buy |
4,638
+22
| +0.5% | +$1.7K | 0.03% | 151 |
|
|
2022
Q1 | $391K | Buy |
4,616
+11
| +0.2% | +$932 | 0.03% | 138 |
|
|
2021
Q4 | $345K | Sell |
4,605
-1,008
| -18% | -$75.5K | 0.03% | 147 |
|
|
2021
Q3 | $479K | Buy |
5,613
+452
| +9% | +$38.6K | 0.04% | 127 |
|
|
2021
Q2 | $431K | Buy |
5,161
+830
| +19% | +$69.3K | 0.04% | 125 |
|
|
2021
Q1 | $322K | Buy |
4,331
+255
| +6% | +$19K | 0.03% | 129 |
|
|
2020
Q4 | $342K | Sell |
4,076
-12,188
| -75% | -$1.02M | 0.04% | 116 |
|
|
2020
Q3 | $298K | Buy |
16,264
+12,208
| +301% | +$224K | 0.04% | 113 |
|
|
2020
Q2 | $288K | Sell |
4,056
-76
| -2% | -$5.4K | 0.04% | 115 |
|
|
2020
Q1 | $249K | Buy |
4,132
+452
| +12% | +$27.2K | 0.04% | 116 |
|
|
2019
Q4 | $247K | Buy |
3,680
+12
| +0.3% | +$805 | 0.03% | 119 |
|
|
2019
Q3 | $214K | Buy |
+3,668
| New | +$214K | 0.03% | 124 |
|
|
2018
Q4 | – | Sell |
-9,316
| Closed | -$390K | – | 177 |
|
|
2018
Q3 | $390K | Hold |
9,316
| – | – | 0.06% | 138 |
|
|
2018
Q2 | $389K | Hold |
9,316
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $380K | Buy |
9,316
+2,644
| +40% | +$108K | 0.06% | 134 |
|
|
2017
Q4 | $260K | Buy |
6,672
+820
| +14% | +$32K | 0.04% | 204 |
|
|
2017
Q3 | $214K | Hold |
5,852
| – | – | 0.05% | 217 |
|
|
2017
Q2 | $205K | Buy |
+5,852
| New | +$205K | 0.05% | 211 |
|
|
2014
Q4 | – | Sell |
-17,616
| Closed | -$413K | – | 583 |
|
|
2014
Q3 | $413K | Hold |
17,616
| – | – | 0.22% | 57 |
|
|
2014
Q2 | $451K | Hold |
17,616
| – | – | 0.19% | 59 |
|
|
2014
Q1 | $421K | Sell |
17,616
-1,840
| -9% | -$44K | 0.19% | 58 |
|
|
2013
Q4 | $416K | Buy |
19,456
+16,564
| +573% | +$354K | 0.15% | 78 |
|
|
2013
Q3 | $58K | Buy |
+2,892
| New | +$58K | 0.03% | 223 |
|