YIA
YHB Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Sell |
102,475
-160
| -0.2% | -$11.1K | 0.55% | 50 |
|
|
2025
Q1 | $7.28M | Buy |
102,635
+2,279
| +2% | +$162K | 0.61% | 43 |
|
|
2024
Q4 | $7.19M | Sell |
100,356
-2,441
| -2% | -$175K | 0.59% | 41 |
|
|
2024
Q3 | $8.69M | Buy |
102,797
+1,748
| +2% | +$148K | 0.72% | 36 |
|
|
2024
Q2 | $7.16M | Buy |
101,049
+1,414
| +1% | +$100K | 0.62% | 41 |
|
|
2024
Q1 | $6.37M | Buy |
99,635
+1,638
| +2% | +$105K | 0.56% | 47 |
|
|
2023
Q4 | $5.95M | Sell |
97,997
-10,367
| -10% | -$630K | 0.58% | 45 |
|
|
2023
Q3 | $6.21M | Sell |
108,364
-1,211
| -1% | -$69.4K | 0.57% | 46 |
|
|
2023
Q2 | $8.13M | Sell |
109,575
-527
| -0.5% | -$39.1K | 0.76% | 35 |
|
|
2023
Q1 | $8.49M | Buy |
110,102
+816
| +0.7% | +$62.9K | 0.85% | 28 |
|
|
2022
Q4 | $9.14M | Sell |
109,286
-453
| -0.4% | -$37.9K | 0.97% | 27 |
|
|
2022
Q3 | $8.61M | Sell |
109,739
-307
| -0.3% | -$24.1K | 0.96% | 25 |
|
|
2022
Q2 | $8.52M | Buy |
110,046
+1,856
| +2% | +$144K | 0.9% | 31 |
|
|
2022
Q1 | $9.17M | Sell |
108,190
-6,909
| -6% | -$585K | 0.81% | 32 |
|
|
2021
Q4 | $10.7M | Sell |
115,099
-31
| -0% | -$2.89K | 0.85% | 31 |
|
|
2021
Q3 | $9.04M | Buy |
115,130
+315
| +0.3% | +$24.7K | 0.78% | 33 |
|
|
2021
Q2 | $8.41M | Sell |
114,815
-85
| -0.1% | -$6.23K | 0.72% | 38 |
|
|
2021
Q1 | $9.3M | Sell |
114,900
-1,034
| -0.9% | -$83.7K | 0.81% | 35 |
|
|
2020
Q4 | $8.94M | Buy |
115,934
+86,621
| +296% | +$6.68M | 0.85% | 32 |
|
|
2020
Q3 | $8.14M | Sell |
29,313
-2,991
| -9% | -$830K | 0.88% | 32 |
|
|
2020
Q2 | $7.76M | Sell |
32,304
-522
| -2% | -$125K | 1.12% | 27 |
|
|
2020
Q1 | $7.9M | Sell |
32,826
-238
| -0.7% | -$57.3K | 1.36% | 22 |
|
|
2019
Q4 | $8.01M | Sell |
33,064
-131
| -0.4% | -$31.7K | 1.14% | 27 |
|
|
2019
Q3 | $7.73M | Buy |
33,195
+718
| +2% | +$167K | 1.18% | 26 |
|
|
2019
Q2 | $6.65M | Sell |
32,477
-1,615
| -5% | -$331K | 1.06% | 31 |
|
|
2019
Q1 | $6.59M | Sell |
34,092
-1,061
| -3% | -$205K | 1.03% | 31 |
|
|
2018
Q4 | $6.11M | Buy |
35,153
+3,984
| +13% | +$692K | 1.09% | 31 |
|
|
2018
Q3 | $5.22M | Sell |
31,169
-198
| -0.6% | -$33.2K | 0.79% | 39 |
|
|
2018
Q2 | $5.24M | Buy |
31,367
+396
| +1% | +$66.1K | 0.86% | 36 |
|
|
2018
Q1 | $5.06M | Buy |
30,971
+173
| +0.6% | +$28.3K | 0.86% | 35 |
|
|
2017
Q4 | $4.81M | Sell |
30,798
-136
| -0.4% | -$21.2K | 0.82% | 39 |
|
|
2017
Q3 | $4.53M | Sell |
30,934
-3,698
| -11% | -$542K | 0.81% | 40 |
|
|
2017
Q2 | $4.85M | Buy |
34,632
+4,179
| +14% | +$586K | 0.83% | 33 |
|
|
2017
Q1 | $4.07M | Buy |
30,453
+541
| +2% | +$72.3K | 0.78% | 40 |
|
|
2016
Q4 | $3.57M | Buy |
29,912
+117
| +0.4% | +$14K | 0.74% | 45 |
|
|
2016
Q3 | $3.65M | Buy |
29,795
+269
| +0.9% | +$32.9K | 0.88% | 37 |
|
|
2016
Q2 | $3.85M | Sell |
29,526
-1,249
| -4% | -$163K | 0.85% | 41 |
|
|
2016
Q1 | $3.64M | Sell |
30,775
-341
| -1% | -$40.4K | 0.98% | 32 |
|
|
2015
Q4 | $3.23M | Sell |
31,116
-367
| -1% | -$38.1K | 0.73% | 44 |
|
|
2015
Q3 | $3.07M | Buy |
31,483
+46
| +0.1% | +$4.49K | 0.73% | 42 |
|
|
2015
Q2 | $3.08M | Buy |
31,437
+916
| +3% | +$89.8K | 0.67% | 49 |
|
|
2015
Q1 | $3.18M | Buy |
30,521
+1,909
| +7% | +$199K | 0.71% | 49 |
|
|
2014
Q4 | $3.04M | Sell |
28,612
-17
| -0.1% | -$1.81K | 0.7% | 51 |
|
|
2014
Q3 | $2.69M | Buy |
28,629
+410
| +1% | +$38.5K | 0.65% | 57 |
|
|
2014
Q2 | $2.89M | Buy |
28,219
+632
| +2% | +$64.8K | 0.7% | 57 |
|
|
2014
Q1 | $2.64M | Buy |
27,587
+3,286
| +14% | +$314K | 0.67% | 58 |
|
|
2013
Q4 | $2.08M | Buy |
24,301
+1,436
| +6% | +$123K | 0.56% | 64 |
|
|
2013
Q3 | $1.83M | Buy |
22,865
+375
| +2% | +$30.1K | 0.54% | 62 |
|
|
2013
Q2 | $1.83M | Buy |
+22,490
| New | +$1.83M | 0.57% | 57 |
|