Anchor Capital 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 | – | Sell |
-3,105
| Closed | -$220K | – | 244 |
|
|
2025
Q1 | $220K | Hold |
3,105
| – | – | 0.01% | 237 |
|
|
2024
Q4 | $223K | Buy |
3,105
+150
| +5% | +$10.8K | 0.01% | 235 |
|
|
2024
Q3 | $250K | Hold |
2,955
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $209K | Buy |
+2,955
| New | +$209K | 0.01% | 237 |
|
|
2023
Q4 | – | Sell |
-35,688
| Closed | -$2.04M | – | 261 |
|
|
2023
Q3 | $2.04M | Sell |
35,688
-104,485
| -75% | -$5.99M | 0.06% | 129 |
|
|
2023
Q2 | $10.4M | Sell |
140,173
-8,199
| -6% | -$608K | 0.27% | 98 |
|
|
2023
Q1 | $11.4M | Buy |
148,372
+2,628
| +2% | +$203K | 0.3% | 93 |
|
|
2022
Q4 | $12.2M | Buy |
145,744
+6,742
| +5% | +$564K | 0.31% | 89 |
|
|
2022
Q3 | $10.9M | Sell |
139,002
-1,422
| -1% | -$111K | 0.3% | 93 |
|
|
2022
Q2 | $10.9M | Sell |
140,424
-7,386
| -5% | -$572K | 0.28% | 99 |
|
|
2022
Q1 | $12.5M | Buy |
147,810
+145,010
| +5,179% | +$12.3M | 0.27% | 99 |
|
|
2021
Q4 | $261K | Hold |
2,800
| – | – | 0.01% | 254 |
|
|
2021
Q3 | $220K | Hold |
2,800
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $205K | Hold |
2,800
| – | – | ﹤0.01% | 256 |
|
|
2021
Q1 | $212K | Sell |
2,800
-220
| -7% | -$16.7K | ﹤0.01% | 257 |
|
|
2020
Q4 | $233K | Hold |
3,020
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $210K | Buy |
+3,020
| New | +$210K | 0.01% | 245 |
|
|
2016
Q4 | – | Sell |
-15,600
| Closed | -$477K | – | 293 |
|
|
2016
Q3 | $477K | Hold |
15,600
| – | – | 0.02% | 215 |
|
|
2016
Q2 | $509K | Hold |
15,600
| – | – | 0.01% | 208 |
|
|
2016
Q1 | $462K | Hold |
15,600
| – | – | 0.01% | 216 |
|
|
2015
Q4 | $405K | Hold |
15,600
| – | – | 0.01% | 236 |
|
|
2015
Q3 | $380K | Hold |
15,600
| – | – | 0.01% | 231 |
|
|
2015
Q2 | $382K | Hold |
15,600
| – | – | 0.01% | 239 |
|
|
2015
Q1 | $406K | Hold |
15,600
| – | – | 0.01% | 236 |
|
|
2014
Q4 | $415K | Hold |
15,600
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $366K | Hold |
15,600
| – | – | 0.01% | 267 |
|
|
2014
Q2 | $400K | Hold |
15,600
| – | – | 0.01% | 261 |
|
|
2014
Q1 | $373K | Hold |
15,600
| – | – | 0.01% | 260 |
|
|
2013
Q4 | $334K | Hold |
15,600
| – | – | 0.01% | 265 |
|
|
2013
Q3 | $313K | Sell |
15,600
-200
| -1% | -$4.01K | 0.01% | 265 |
|
|
2013
Q2 | $322K | Buy |
+15,800
| New | +$322K | 0.01% | 257 |
|