Wealthspire Advisors (New York)’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 | $2.17M | Sell |
31,308
-3,075
| -9% | -$213K | 0.01% | 269 |
|
|
2025
Q1 | $2.44M | Sell |
34,383
-5,977
| -15% | -$424K | 0.01% | 246 |
|
|
2024
Q4 | $2.89M | Sell |
40,360
-4,293
| -10% | -$308K | 0.03% | 196 |
|
|
2024
Q3 | $3.77M | Sell |
44,653
-157
| -0.4% | -$13.3K | 0.04% | 165 |
|
|
2024
Q2 | $3.17M | Sell |
44,810
-1,719
| -4% | -$122K | 0.04% | 144 |
|
|
2024
Q1 | $2.97M | Sell |
46,529
-6,001
| -11% | -$384K | 0.04% | 151 |
|
|
2023
Q4 | $3.19M | Buy |
52,530
+4,959
| +10% | +$301K | 0.05% | 144 |
|
|
2023
Q3 | $2.73M | Buy |
47,571
+17,542
| +58% | +$1M | 0.05% | 138 |
|
|
2023
Q2 | $2.23M | Buy |
30,029
+1,159
| +4% | +$86K | 0.04% | 143 |
|
|
2023
Q1 | $2.23M | Sell |
28,870
-6,835
| -19% | -$527K | 0.04% | 139 |
|
|
2022
Q4 | $2.98M | Buy |
35,705
+4,686
| +15% | +$392K | 0.05% | 123 |
|
|
2022
Q3 | $2.43M | Sell |
31,019
-1,522
| -5% | -$119K | 0.05% | 127 |
|
|
2022
Q2 | $2.52M | Buy |
32,541
+10,841
| +50% | +$840K | 0.05% | 126 |
|
|
2022
Q1 | $1.84M | Sell |
21,700
-6,747
| -24% | -$571K | 0.04% | 132 |
|
|
2021
Q4 | $2.66M | Sell |
28,447
-14,254
| -33% | -$1.33M | 0.06% | 117 |
|
|
2021
Q3 | $3.35M | Buy |
42,701
+19,895
| +87% | +$1.56M | 0.07% | 117 |
|
|
2021
Q2 | $1.67M | Sell |
22,806
-27,796
| -55% | -$2.04M | 0.04% | 122 |
|
|
2021
Q1 | $3.83M | Buy |
50,602
+6,145
| +14% | +$465K | 0.09% | 108 |
|
|
2020
Q4 | $3.43M | Buy |
44,457
+28,297
| +175% | +$2.18M | 0.1% | 93 |
|
|
2020
Q3 | $1.12M | Buy |
16,160
+1,064
| +7% | +$73.8K | 0.07% | 120 |
|
|
2020
Q2 | $906K | Sell |
15,096
-44,524
| -75% | -$2.67M | 0.06% | 110 |
|
|
2020
Q1 | $3.59M | Buy |
59,620
+52,360
| +721% | +$3.15M | 0.15% | 80 |
|
|
2019
Q4 | $440K | Buy |
7,260
+2,348
| +48% | +$142K | 0.03% | 111 |
|
|
2019
Q3 | $286K | Buy |
+4,912
| New | +$286K | 0.02% | 123 |
|
|
2019
Q1 | – | Sell |
-1,316
| Closed | -$57K | – | 534 |
|
|
2018
Q4 | $57K | Buy |
+1,316
| New | +$57K | 0.01% | 169 |
|