Adell Harriman & Carpenter’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 | $3.47M | Sell |
49,918
-3,641
| -7% | -$253K | 0.23% | 70 |
|
|
2025
Q1 | $3.8M | Sell |
53,559
-7,167
| -12% | -$508K | 0.29% | 68 |
|
|
2024
Q4 | $4.35M | Buy |
60,726
+1,318
| +2% | +$94.5K | 0.3% | 64 |
|
|
2024
Q3 | $5.02M | Buy |
59,408
+3,600
| +6% | +$304K | 0.37% | 64 |
|
|
2024
Q2 | $3.95M | Sell |
55,808
-2,181
| -4% | -$154K | 0.31% | 68 |
|
|
2024
Q1 | $3.71M | Sell |
57,989
-6,017
| -9% | -$385K | 0.31% | 72 |
|
|
2023
Q4 | $3.89M | Sell |
64,006
-27,506
| -30% | -$1.67M | 0.36% | 64 |
|
|
2023
Q3 | $5.24M | Sell |
91,512
-4,515
| -5% | -$259K | 0.54% | 53 |
|
|
2023
Q2 | $7.14M | Buy |
96,027
+1,106
| +1% | +$82.3K | 0.73% | 46 |
|
|
2023
Q1 | $7.32M | Buy |
94,921
+2,267
| +2% | +$175K | 0.79% | 44 |
|
|
2022
Q4 | $7.75M | Buy |
92,654
+4,597
| +5% | +$384K | 0.89% | 41 |
|
|
2022
Q3 | $6.9M | Sell |
88,057
-701
| -0.8% | -$55K | 0.84% | 40 |
|
|
2022
Q2 | $6.88M | Sell |
88,758
-7,179
| -7% | -$556K | 0.84% | 41 |
|
|
2022
Q1 | $8.13M | Buy |
95,937
+2,130
| +2% | +$180K | 0.79% | 41 |
|
|
2021
Q4 | $8.76M | Buy |
93,807
+1,028
| +1% | +$96K | 0.81% | 42 |
|
|
2021
Q3 | $7.29M | Buy |
92,779
+1,406
| +2% | +$110K | 0.76% | 44 |
|
|
2021
Q2 | $6.7M | Buy |
91,373
+3,105
| +4% | +$228K | 0.7% | 48 |
|
|
2021
Q1 | $6.67M | Buy |
88,268
+3,370
| +4% | +$255K | 0.81% | 43 |
|
|
2020
Q4 | $6.55M | Buy |
84,898
+7,490
| +10% | +$578K | 0.86% | 41 |
|
|
2020
Q3 | $5.37M | Buy |
77,408
+9,068
| +13% | +$629K | 0.8% | 41 |
|
|
2020
Q2 | $4.1M | Buy |
68,340
+2,220
| +3% | +$133K | 0.7% | 47 |
|
|
2020
Q1 | $3.98M | Buy |
66,120
+1,680
| +3% | +$101K | 0.84% | 42 |
|
|
2019
Q4 | $3.9M | Buy |
64,440
+1,500
| +2% | +$90.8K | 0.64% | 55 |
|
|
2019
Q3 | $3.67M | Buy |
62,940
+3,200
| +5% | +$186K | 0.66% | 50 |
|
|
2019
Q2 | $3.06M | Buy |
59,740
+10,800
| +22% | +$553K | 0.57% | 58 |
|
|
2019
Q1 | $2.37M | Sell |
48,940
-3,200
| -6% | -$155K | 0.46% | 65 |
|
|
2018
Q4 | $2.27M | Buy |
52,140
+3,244
| +7% | +$141K | 0.5% | 56 |
|
|
2018
Q3 | $2.05M | Sell |
48,896
-3,504
| -7% | -$147K | 0.38% | 65 |
|
|
2018
Q2 | $2.19M | Sell |
52,400
-1,800
| -3% | -$75.2K | 0.43% | 61 |
|
|
2018
Q1 | $2.21M | Buy |
54,200
+11,000
| +25% | +$449K | 0.46% | 58 |
|
|
2017
Q4 | $1.69M | Sell |
43,200
-2,200
| -5% | -$85.9K | 0.36% | 72 |
|
|
2017
Q3 | $1.66M | Buy |
45,400
+600
| +1% | +$22K | 0.36% | 73 |
|
|
2017
Q2 | $1.57M | Buy |
44,800
+26,200
| +141% | +$918K | 0.35% | 68 |
|
|
2017
Q1 | $597K | Buy |
18,600
+3,800
| +26% | +$122K | 0.14% | 94 |
|
|
2016
Q4 | $442K | Buy |
14,800
+5,200
| +54% | +$155K | 0.11% | 99 |
|
|
2016
Q3 | $294K | Sell |
9,600
-1,000
| -9% | -$30.6K | 0.07% | 115 |
|
|
2016
Q2 | $346K | Sell |
10,600
-3,800
| -26% | -$124K | 0.09% | 107 |
|
|
2016
Q1 | $426K | Buy |
14,400
+3,200
| +29% | +$94.7K | 0.11% | 102 |
|
|
2015
Q4 | $291K | Hold |
11,200
| – | – | 0.08% | 116 |
|
|
2015
Q3 | $273K | Buy |
11,200
+800
| +8% | +$19.5K | 0.08% | 121 |
|
|
2015
Q2 | $255K | Hold |
10,400
| – | – | 0.07% | 132 |
|
|
2015
Q1 | $271K | Buy |
+10,400
| New | +$271K | 0.07% | 121 |
|