World Investment 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 | $6.73M | Buy |
96,987
+3,299
| +4% | +$229K | 0.15% | 161 |
|
|
2025
Q1 | $6.64M | Buy |
93,688
+3,710
| +4% | +$263K | 0.17% | 144 |
|
|
2024
Q4 | $6.45M | Buy |
89,978
+10,195
| +13% | +$731K | 0.18% | 134 |
|
|
2024
Q3 | $6.74M | Buy |
79,783
+63,910
| +403% | +$5.4M | 0.21% | 115 |
|
|
2024
Q2 | $1.12M | Buy |
15,873
+8,159
| +106% | +$578K | 0.07% | 255 |
|
|
2024
Q1 | $602K | Sell |
7,714
-3,954
| -34% | -$308K | 0.09% | 194 |
|
|
2023
Q4 | $709K | Buy |
11,668
+7,614
| +188% | +$462K | 0.09% | 179 |
|
|
2023
Q3 | $232K | Buy |
+4,054
| New | +$232K | 0.05% | 232 |
|
|
2022
Q3 | – | Sell |
-2,837
| Closed | -$245K | – | 261 |
|
|
2022
Q2 | $245K | Buy |
2,837
+209
| +8% | +$18K | 0.05% | 220 |
|
|
2022
Q1 | $223K | Sell |
2,628
-56
| -2% | -$4.75K | 0.05% | 239 |
|
|
2021
Q4 | $203K | Buy |
+2,684
| New | +$203K | 0.04% | 255 |
|