American Investment Services’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 | $527K | Sell |
7,586
-52
| -0.7% | -$3.61K | 0.13% | 89 |
|
|
2025
Q1 | $541K | Hold |
7,638
| – | – | 0.1% | 103 |
|
|
2024
Q4 | $548K | Hold |
7,638
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $646K | Hold |
7,638
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $541K | Hold |
7,638
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $488K | Hold |
7,638
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $464K | Hold |
7,638
| – | – | 0.09% | 105 |
|
|
2023
Q3 | $438K | Hold |
7,638
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $567K | Sell |
7,638
-70
| -0.9% | -$5.19K | 0.11% | 94 |
|
|
2023
Q1 | $644K | Hold |
7,708
| – | – | 0.13% | 89 |
|
|
2022
Q4 | $644K | Hold |
7,708
| – | – | 0.13% | 89 |
|
|
2022
Q3 | $604K | Hold |
7,708
| – | – | 0.14% | 80 |
|
|
2022
Q2 | $597K | Hold |
7,708
| – | – | 0.14% | 79 |
|
|
2022
Q1 | $653K | Hold |
7,708
| – | – | 0.14% | 76 |
|
|
2021
Q4 | $720K | Hold |
7,708
| – | – | 0.16% | 76 |
|
|
2021
Q3 | $605K | Hold |
7,708
| – | – | 0.14% | 79 |
|
|
2021
Q2 | $565K | Sell |
7,708
-168
| -2% | -$12.3K | 0.13% | 77 |
|
|
2021
Q1 | $596K | Hold |
7,876
| – | – | 0.16% | 72 |
|
|
2020
Q4 | $608K | Hold |
7,876
| – | – | 0.18% | 69 |
|
|
2020
Q3 | $547K | Hold |
7,876
| – | – | 0.18% | 87 |
|
|
2020
Q2 | $473K | Sell |
7,876
-640
| -8% | -$38.4K | 0.17% | 92 |
|
|
2020
Q1 | $512K | Hold |
8,516
| – | – | 0.2% | 85 |
|
|
2019
Q4 | $516K | Buy |
8,516
+448
| +6% | +$27.1K | 0.16% | 99 |
|
|
2019
Q3 | $470K | Sell |
8,068
-20
| -0.2% | -$1.17K | 0.15% | 96 |
|
|
2019
Q2 | $414K | Sell |
8,088
-616
| -7% | -$31.5K | 0.13% | 99 |
|
|
2019
Q1 | $421K | Sell |
8,704
-336
| -4% | -$16.3K | 0.13% | 95 |
|
|
2018
Q4 | $393K | Hold |
9,040
| – | – | 0.14% | 87 |
|
|
2018
Q3 | $379K | Hold |
9,040
| – | – | 0.13% | 88 |
|
|
2018
Q2 | $377K | Sell |
9,040
-800
| -8% | -$33.4K | 0.13% | 85 |
|
|
2018
Q1 | $402K | Buy |
9,840
+640
| +7% | +$26.1K | 0.14% | 81 |
|
|
2017
Q4 | $359K | Hold |
9,200
| – | – | 0.13% | 84 |
|
|
2017
Q3 | $337K | Hold |
9,200
| – | – | 0.13% | 84 |
|
|
2017
Q2 | $322K | Hold |
9,200
| – | – | 0.13% | 83 |
|
|
2017
Q1 | $295K | Hold |
9,200
| – | – | 0.12% | 85 |
|
|
2016
Q4 | $275K | Sell |
9,200
-80
| -0.9% | -$2.39K | 0.11% | 87 |
|
|
2016
Q3 | $284K | Buy |
+9,280
| New | +$284K | 0.12% | 89 |
|