Alhambra Investment Management’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 | $1.14M | Sell |
16,362
-150
| -0.9% | -$10.4K | 0.56% | 43 |
|
|
2025
Q1 | $1.17M | Hold |
16,512
| – | – | 0.6% | 37 |
|
|
2024
Q4 | $1.18M | Sell |
16,512
-100
| -0.6% | -$7.17K | 0.61% | 37 |
|
|
2024
Q3 | $1.4M | Hold |
16,612
| – | – | 0.73% | 32 |
|
|
2024
Q2 | $1.18M | Sell |
16,612
-28
| -0.2% | -$1.98K | 0.64% | 36 |
|
|
2024
Q1 | $1.06M | Sell |
16,640
-253
| -1% | -$16.2K | 0.58% | 42 |
|
|
2023
Q4 | $1.03M | Sell |
16,893
-56
| -0.3% | -$3.4K | 0.61% | 44 |
|
|
2023
Q3 | $971K | Sell |
16,949
-565
| -3% | -$32.4K | 0.64% | 44 |
|
|
2023
Q2 | $1.3M | Sell |
17,514
-100
| -0.6% | -$7.42K | 0.86% | 31 |
|
|
2023
Q1 | $1.36M | Buy |
17,614
+6
| +0% | +$462 | 0.93% | 28 |
|
|
2022
Q4 | $1.47M | Sell |
17,608
-965
| -5% | -$80.7K | 1.07% | 26 |
|
|
2022
Q3 | $1.46M | Sell |
18,573
-570
| -3% | -$44.7K | 1.11% | 21 |
|
|
2022
Q2 | $1.48M | Sell |
19,143
-225
| -1% | -$17.4K | 1.07% | 22 |
|
|
2022
Q1 | $1.64M | Sell |
19,368
-400
| -2% | -$33.9K | 1.09% | 18 |
|
|
2021
Q4 | $1.85M | Hold |
19,768
| – | – | 1.29% | 13 |
|
|
2021
Q3 | $1.55M | Sell |
19,768
-290
| -1% | -$22.8K | 1.19% | 16 |
|
|
2021
Q2 | $1.47M | Buy |
20,058
+73
| +0.4% | +$5.35K | 1.1% | 17 |
|
|
2021
Q1 | $1.51M | Buy |
19,985
+3,313
| +20% | +$250K | 1.22% | 17 |
|
|
2020
Q4 | $1.29M | Sell |
16,672
-240
| -1% | -$18.5K | 1.37% | 13 |
|
|
2020
Q3 | $1.17M | Sell |
16,912
-1,180
| -7% | -$81.9K | 1.41% | 16 |
|
|
2020
Q2 | $1.09M | Buy |
18,092
+316
| +2% | +$19K | 1.43% | 14 |
|
|
2020
Q1 | $1.07M | Sell |
17,776
-1,360
| -7% | -$81.8K | 1.75% | 13 |
|
|
2019
Q4 | $1.16M | Buy |
+19,136
| New | +$1.16M | 1.33% | 18 |
|