Anchor 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 | $3.77M | Buy |
54,366
+2,648
| +5% | +$184K | 0.33% | 79 |
|
|
2025
Q1 | $3.67M | Sell |
51,718
-2,644
| -5% | -$187K | 0.34% | 75 |
|
|
2024
Q4 | $3.9M | Buy |
54,362
+2,184
| +4% | +$157K | 0.36% | 69 |
|
|
2024
Q3 | $4.41M | Buy |
52,178
+2,252
| +5% | +$190K | 0.42% | 60 |
|
|
2024
Q2 | $3.54M | Buy |
49,926
+20,500
| +70% | +$1.45M | 0.36% | 71 |
|
|
2024
Q1 | $1.88M | Sell |
29,426
-3,489
| -11% | -$223K | 0.2% | 123 |
|
|
2023
Q4 | $2M | Buy |
32,915
+1,062
| +3% | +$64.5K | 0.23% | 113 |
|
|
2023
Q3 | $1.82M | Sell |
31,853
-349
| -1% | -$20K | 0.24% | 105 |
|
|
2023
Q2 | $2.39M | Buy |
32,202
+422
| +1% | +$31.3K | 0.31% | 95 |
|
|
2023
Q1 | $2.45M | Buy |
31,780
+848
| +3% | +$65.4K | 0.33% | 84 |
|
|
2022
Q4 | $2.59M | Sell |
30,932
-734
| -2% | -$61.4K | 0.37% | 73 |
|
|
2022
Q3 | $2.48M | Sell |
31,666
-83
| -0.3% | -$6.51K | 0.39% | 71 |
|
|
2022
Q2 | $2.46M | Buy |
31,749
+39
| +0.1% | +$3.02K | 0.36% | 74 |
|
|
2022
Q1 | $2.69M | Buy |
31,710
+1,585
| +5% | +$134K | 0.34% | 81 |
|
|
2021
Q4 | $2.81M | Buy |
30,125
+951
| +3% | +$88.8K | 0.35% | 75 |
|
|
2021
Q3 | $2.29M | Hold |
29,174
| – | – | 0.32% | 84 |
|
|
2021
Q2 | $2.14M | Buy |
29,174
+17
| +0.1% | +$1.25K | 0.3% | 90 |
|
|
2021
Q1 | $2.2M | Hold |
29,157
| – | – | 0.34% | 83 |
|
|
2020
Q4 | $2.25M | Buy |
29,157
+2,473
| +9% | +$191K | 0.4% | 76 |
|
|
2020
Q3 | $1.85M | Sell |
26,684
-900
| -3% | -$62.5K | 0.38% | 76 |
|
|
2020
Q2 | $1.66M | Hold |
27,584
| – | – | 0.37% | 78 |
|
|
2020
Q1 | $1.66M | Sell |
27,584
-880
| -3% | -$52.9K | 0.43% | 71 |
|
|
2019
Q4 | $1.72M | Buy |
28,464
+3,616
| +15% | +$219K | 0.37% | 82 |
|
|
2019
Q3 | $1.45M | Buy |
24,848
+64
| +0.3% | +$3.73K | 0.33% | 89 |
|
|
2019
Q2 | $1.27M | Hold |
24,784
| – | – | 0.3% | 92 |
|
|
2019
Q1 | $1.2M | Buy |
24,784
+260
| +1% | +$12.6K | 0.3% | 94 |
|
|
2018
Q4 | $1.07M | Hold |
24,524
| – | – | 0.3% | 92 |
|
|
2018
Q3 | $1.03M | Hold |
24,524
| – | – | 0.24% | 115 |
|
|
2018
Q2 | $1.02M | Hold |
24,524
| – | – | 0.25% | 111 |
|
|
2018
Q1 | $1M | Hold |
24,524
| – | – | 0.26% | 105 |
|
|
2017
Q4 | $958K | Hold |
24,524
| – | – | 0.25% | 106 |
|
|
2017
Q3 | $899K | Buy |
24,524
+200
| +0.8% | +$7.33K | 0.26% | 98 |
|
|
2017
Q2 | $852K | Sell |
24,324
-1,200
| -5% | -$42K | 0.28% | 89 |
|
|
2017
Q1 | $819K | Sell |
25,524
-140
| -0.5% | -$4.49K | 0.28% | 91 |
|
|
2016
Q4 | $767K | Sell |
25,664
-4,000
| -13% | -$119K | 0.29% | 93 |
|
|
2016
Q3 | $907K | Sell |
29,664
-1,188
| -4% | -$36.3K | 0.35% | 80 |
|
|
2016
Q2 | $1.01M | Buy |
30,852
+2,232
| +8% | +$72.8K | 0.4% | 76 |
|
|
2016
Q1 | $847K | Buy |
+28,620
| New | +$847K | 0.35% | 79 |
|