Altman Advisors’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 | $1.71M | Buy |
23,448
+576
| +3% | +$42.1K | 0.7% | 70 |
|
|
2025
Q1 | $1.53M | Buy |
22,872
+972
| +4% | +$65K | 0.7% | 73 |
|
|
2024
Q4 | $1.57M | Buy |
21,900
+376
| +2% | +$27K | 0.67% | 65 |
|
|
2024
Q3 | $1.82M | Buy |
21,524
+7
| +0% | +$592 | 0.81% | 55 |
|
|
2024
Q2 | $1.52M | Sell |
21,517
-217
| -1% | -$15.4K | 0.87% | 53 |
|
|
2024
Q1 | $1.38M | Buy |
21,734
+4,000
| +23% | +$254K | 0.67% | 81 |
|
|
2023
Q4 | $1.08M | Sell |
17,734
-1,552
| -8% | -$94.3K | 0.56% | 74 |
|
|
2023
Q3 | $1.1M | Buy |
+19,286
| New | +$1.1M | 0.69% | 81 |
|
|
2023
Q1 | $1.15M | Buy |
17,936
+422
| +2% | +$27.1K | 1.06% | 44 |
|
|
2022
Q4 | $1.49M | Sell |
17,514
-671
| -4% | -$57K | 0.92% | 35 |
|
|
2022
Q3 | $1.43M | Sell |
18,185
-98
| -0.5% | -$7.69K | 0.9% | 27 |
|
|
2022
Q2 | $1.57M | Sell |
18,283
-18,817
| -51% | -$1.61M | 0.89% | 29 |
|
|
2022
Q1 | $3.14M | Buy |
37,100
+261
| +0.7% | +$22.1K | 1.62% | 18 |
|
|
2021
Q4 | $3.04M | Sell |
36,839
-23
| -0.1% | -$1.9K | 1.86% | 18 |
|
|
2021
Q3 | $3.15M | Buy |
36,862
+280
| +0.8% | +$23.9K | 1.74% | 17 |
|
|
2021
Q2 | $2.95M | Sell |
36,582
-15,390
| -30% | -$1.24M | 1.66% | 17 |
|
|
2021
Q1 | $3.93M | Sell |
51,972
-1,774
| -3% | -$134K | 2.53% | 5 |
|
|
2020
Q4 | $4.15M | Sell |
53,746
-654
| -1% | -$50.5K | 2.6% | 7 |
|
|
2020
Q3 | $3.78M | Buy |
54,400
+268
| +0.5% | +$18.6K | 2.67% | 5 |
|
|
2020
Q2 | $3.25M | Buy |
54,132
+1,008
| +2% | +$60.5K | 2.76% | 4 |
|
|
2020
Q1 | $3.2M | Buy |
53,124
+3,964
| +8% | +$238K | 2.97% | 2 |
|
|
2019
Q4 | $2.98M | Buy |
49,160
+32
| +0.1% | +$1.94K | 2.38% | 10 |
|
|
2019
Q3 | $2.86M | Buy |
49,128
+668
| +1% | +$38.9K | 2.42% | 7 |
|
|
2019
Q2 | $2.48M | Buy |
48,460
+19,208
| +66% | +$984K | 2.09% | 14 |
|
|
2019
Q1 | $1.41M | Buy |
+29,252
| New | +$1.41M | 1.3% | 45 |
|
|
2018
Q3 | – | Sell |
-15,852
| Closed | -$1.55K | – | 85 |
|
|
2018
Q2 | $1.55K | Buy |
+15,852
| New | +$1.55K | 1.42% | 41 |
|