Advisory Research’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 | – | Sell |
-6,485
| Closed | -$460K | – | 151 |
|
|
2025
Q1 | $460K | Hold |
6,485
| – | – | 0.08% | 134 |
|
|
2024
Q4 | $465K | Hold |
6,485
| – | – | 0.08% | 138 |
|
|
2024
Q3 | $548K | Hold |
6,485
| – | – | 0.1% | 131 |
|
|
2024
Q2 | $459K | Hold |
6,485
| – | – | 0.09% | 138 |
|
|
2024
Q1 | $414K | Hold |
6,485
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $394K | Hold |
6,485
| – | – | 0.06% | 268 |
|
|
2023
Q3 | $372K | Hold |
6,485
| – | – | 0.05% | 326 |
|
|
2023
Q2 | $481K | Hold |
6,485
| – | – | 0.06% | 294 |
|
|
2023
Q1 | $500K | Hold |
6,485
| – | – | 0.08% | 245 |
|
|
2022
Q4 | $542K | Hold |
6,485
| – | – | 0.05% | 239 |
|
|
2022
Q3 | $508K | Hold |
6,485
| – | – | 0.05% | 236 |
|
|
2022
Q2 | $502K | Buy |
6,485
+2,515
| +63% | +$195K | 0.05% | 230 |
|
|
2022
Q1 | $336K | Buy |
+3,970
| New | +$336K | 0.03% | 294 |
|
|
2021
Q3 | – | Sell |
-125,619
| Closed | -$9.21M | – | 394 |
|
|
2021
Q2 | $9.21M | Buy |
125,619
+548
| +0.4% | +$40.2K | 0.61% | 50 |
|
|
2021
Q1 | $9.46M | Sell |
125,071
-56,926
| -31% | -$4.3M | 0.67% | 56 |
|
|
2020
Q4 | $14M | Sell |
181,997
-15,559
| -8% | -$1.2M | 1.03% | 28 |
|
|
2020
Q3 | $13.7M | Buy |
197,556
+45,428
| +30% | +$3.15M | 1.34% | 21 |
|
|
2020
Q2 | $9.13M | Buy |
+152,128
| New | +$9.13M | 0.81% | 42 |
|
|
2015
Q2 | – | Sell |
-12,760
| Closed | -$332K | – | 326 |
|
|
2015
Q1 | $332K | Buy |
12,760
+292
| +2% | +$7.6K | ﹤0.01% | 311 |
|
|
2014
Q4 | $331K | Sell |
12,468
-88
| -0.7% | -$2.34K | ﹤0.01% | 314 |
|
|
2014
Q3 | $295K | Buy |
+12,556
| New | +$295K | ﹤0.01% | 307 |
|
|
2014
Q2 | – | Sell |
-12,616
| Closed | -$302K | – | 558 |
|
|
2014
Q1 | $302K | Sell |
12,616
-24
| -0.2% | -$575 | ﹤0.01% | 305 |
|
|
2013
Q4 | $271K | Buy |
12,640
+264
| +2% | +$5.66K | ﹤0.01% | 296 |
|
|
2013
Q3 | $249K | Buy |
12,376
+216
| +2% | +$4.35K | ﹤0.01% | 290 |
|
|
2013
Q2 | $248K | Buy |
+12,160
| New | +$248K | ﹤0.01% | 283 |
|