Aljian Capital 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 | $320K | Sell |
4,612
-123
| -3% | -$8.54K | 0.07% | 102 |
|
|
2025
Q1 | $336K | Buy |
4,735
+217
| +5% | +$15.4K | 0.08% | 99 |
|
|
2024
Q4 | $324K | Sell |
4,518
-179
| -4% | -$12.8K | 0.07% | 97 |
|
|
2024
Q3 | $397K | Buy |
+4,697
| New | +$397K | 0.09% | 90 |
|
|
2023
Q3 | – | Sell |
-7,344
| Closed | -$545K | – | 42 |
|
|
2023
Q2 | $545K | Sell |
7,344
-3,336
| -31% | -$248K | 0.25% | 29 |
|
|
2023
Q1 | $823K | Buy |
10,680
+1,477
| +16% | +$114K | 0.42% | 25 |
|
|
2022
Q4 | $769K | Sell |
9,203
-600
| -6% | -$50.2K | 0.44% | 26 |
|
|
2022
Q3 | $777K | Sell |
9,803
-903
| -8% | -$71.6K | 0.43% | 29 |
|
|
2022
Q2 | $826K | Sell |
10,706
-302
| -3% | -$23.3K | 0.45% | 25 |
|
|
2022
Q1 | $943K | Sell |
11,008
-540
| -5% | -$46.3K | 0.38% | 25 |
|
|
2021
Q4 | $1.08M | Sell |
11,548
-40
| -0.3% | -$3.73K | 0.41% | 29 |
|
|
2021
Q3 | $915K | Sell |
11,588
-2,356
| -17% | -$186K | 0.4% | 29 |
|
|
2021
Q2 | $1.02M | Sell |
13,944
-259
| -2% | -$19K | 0.44% | 31 |
|
|
2021
Q1 | $1.08M | Buy |
14,203
+1,100
| +8% | +$83.3K | 0.51% | 28 |
|
|
2020
Q4 | $1.01M | Buy |
13,103
+1,339
| +11% | +$103K | 0.51% | 27 |
|
|
2020
Q3 | $810K | Sell |
11,764
-172
| -1% | -$11.8K | 0.45% | 28 |
|
|
2020
Q2 | $717K | Buy |
11,936
+1,028
| +9% | +$61.8K | 0.46% | 27 |
|
|
2020
Q1 | $656K | Sell |
10,908
-460
| -4% | -$27.7K | 0.54% | 26 |
|
|
2019
Q4 | $688K | Hold |
11,368
| – | – | 0.51% | 27 |
|
|
2019
Q3 | $662K | Sell |
11,368
-200
| -2% | -$11.6K | 0.55% | 28 |
|
|
2019
Q2 | $592K | Sell |
11,568
-348
| -3% | -$17.8K | 0.49% | 33 |
|
|
2019
Q1 | $576K | Sell |
11,916
-360
| -3% | -$17.4K | 0.49% | 32 |
|
|
2018
Q4 | $533K | Buy |
+12,276
| New | +$533K | 0.53% | 31 |
|