ARS Investment Partners’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 | $365K | Hold |
5,258
| – | – | 0.03% | 134 |
|
|
2025
Q1 | $377K | Hold |
5,258
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $377K | Buy |
5,258
+1,384
| +36% | +$99.2K | 0.03% | 127 |
|
|
2024
Q3 | $327K | Sell |
3,874
-2
| -0.1% | -$169 | 0.03% | 130 |
|
|
2024
Q2 | $274K | Buy |
3,876
+2
| +0.1% | +$142 | 0.03% | 127 |
|
|
2024
Q1 | $248K | Sell |
3,874
-75
| -2% | -$4.79K | 0.02% | 134 |
|
|
2023
Q4 | $240K | Hold |
3,949
| – | – | 0.03% | 137 |
|
|
2023
Q3 | $226K | Sell |
3,949
-250
| -6% | -$14.3K | 0.03% | 134 |
|
|
2023
Q2 | $312K | Hold |
4,199
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $324K | Buy |
4,199
+75
| +2% | +$5.78K | 0.04% | 122 |
|
|
2022
Q4 | $345K | Hold |
4,124
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $323K | Hold |
4,124
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $319K | Hold |
4,124
| – | – | 0.04% | 115 |
|
|
2022
Q1 | $349K | Hold |
4,124
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $385K | Hold |
4,124
| – | – | 0.04% | 120 |
|
|
2021
Q3 | $324K | Hold |
4,124
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $302K | Hold |
4,124
| – | – | 0.03% | 120 |
|
|
2021
Q1 | $312K | Hold |
4,124
| – | – | 0.04% | 114 |
|
|
2020
Q4 | $318K | Hold |
4,124
| – | – | 0.04% | 95 |
|
|
2020
Q3 | $286K | Hold |
4,124
| – | – | 0.05% | 87 |
|
|
2020
Q2 | $248K | Hold |
4,124
| – | – | 0.05% | 61 |
|
|
2020
Q1 | $248K | Hold |
4,124
| – | – | 0.06% | 75 |
|
|
2019
Q4 | $250K | Hold |
4,124
| – | – | 0.04% | 97 |
|
|
2019
Q3 | $240K | Hold |
4,124
| – | – | 0.04% | 98 |
|
|
2019
Q2 | $211K | Buy |
+4,124
| New | +$211K | 0.04% | 129 |
|