Aspen 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 | $1.08M | Buy |
15,600
+136
| +0.9% | +$9.44K | 0.46% | 66 |
|
|
2025
Q1 | $1.1M | Buy |
15,464
+358
| +2% | +$25.4K | 0.51% | 57 |
|
|
2024
Q4 | $1.08M | Buy |
15,106
+151
| +1% | +$10.8K | 0.5% | 59 |
|
|
2024
Q3 | $1.26M | Sell |
14,955
-55
| -0.4% | -$4.65K | 0.59% | 52 |
|
|
2024
Q2 | $1.06M | Buy |
15,010
+21
| +0.1% | +$1.49K | 0.53% | 53 |
|
|
2024
Q1 | $958K | Sell |
14,989
-255
| -2% | -$16.3K | 0.49% | 59 |
|
|
2023
Q4 | $926K | Sell |
15,244
-662
| -4% | -$40.2K | 0.52% | 60 |
|
|
2023
Q3 | $911K | Buy |
15,906
+626
| +4% | +$35.9K | 0.55% | 56 |
|
|
2023
Q2 | $1.13M | Sell |
15,280
-125
| -0.8% | -$9.28K | 0.67% | 44 |
|
|
2023
Q1 | $1.19M | Sell |
15,405
-190
| -1% | -$14.6K | 0.76% | 38 |
|
|
2022
Q4 | $1.3M | Sell |
15,595
-780
| -5% | -$65.2K | 0.85% | 34 |
|
|
2022
Q3 | $1.28M | Sell |
16,375
-250
| -2% | -$19.6K | 0.86% | 36 |
|
|
2022
Q2 | $1.29M | Sell |
16,625
-20
| -0.1% | -$1.55K | 0.81% | 38 |
|
|
2022
Q1 | $1.41M | Buy |
16,645
+245
| +1% | +$20.8K | 0.74% | 44 |
|
|
2021
Q4 | $1.53M | Sell |
16,400
-945
| -5% | -$88.2K | 0.75% | 40 |
|
|
2021
Q3 | $1.36M | Buy |
17,345
+1,155
| +7% | +$90.7K | 0.72% | 42 |
|
|
2021
Q2 | $1.19M | Buy |
16,190
+100
| +0.6% | +$7.33K | 0.62% | 52 |
|
|
2021
Q1 | $1.22M | Sell |
16,090
-973
| -6% | -$73.6K | 0.68% | 47 |
|
|
2020
Q4 | $1.32M | Buy |
17,063
+167
| +1% | +$12.9K | 0.78% | 43 |
|
|
2020
Q3 | $1.17M | Sell |
16,896
-400
| -2% | -$27.7K | 0.78% | 41 |
|
|
2020
Q2 | $1.04M | Sell |
17,296
-380
| -2% | -$22.8K | 0.74% | 40 |
|
|
2020
Q1 | $1.06M | Buy |
17,676
+1,736
| +11% | +$104K | 0.92% | 29 |
|
|
2019
Q4 | $965K | Buy |
15,940
+460
| +3% | +$27.8K | 0.6% | 59 |
|
|
2019
Q3 | $902K | Buy |
15,480
+340
| +2% | +$19.8K | 0.6% | 62 |
|
|
2019
Q2 | $775K | Hold |
15,140
| – | – | 0.51% | 67 |
|
|
2019
Q1 | $732K | Buy |
15,140
+900
| +6% | +$43.5K | 0.51% | 67 |
|
|
2018
Q4 | $619K | Buy |
14,240
+100
| +0.7% | +$4.35K | 0.5% | 63 |
|
|
2018
Q3 | $592K | Hold |
14,140
| – | – | 0.39% | 78 |
|
|
2018
Q2 | $590K | Sell |
14,140
-400
| -3% | -$16.7K | 0.41% | 76 |
|
|
2018
Q1 | $594K | Sell |
14,540
-600
| -4% | -$24.5K | 0.43% | 73 |
|
|
2017
Q4 | $591K | Hold |
15,140
| – | – | 0.42% | 71 |
|
|
2017
Q3 | $555K | Buy |
15,140
+700
| +5% | +$25.7K | 0.41% | 71 |
|
|
2017
Q2 | $506K | Hold |
14,440
| – | – | 0.38% | 71 |
|
|
2017
Q1 | $463K | Hold |
14,440
| – | – | 0.34% | 77 |
|
|
2016
Q4 | $431K | Hold |
14,440
| – | – | 0.32% | 77 |
|
|
2016
Q3 | $442K | Sell |
14,440
-400
| -3% | -$12.2K | 0.35% | 73 |
|
|
2016
Q2 | $484K | Hold |
14,840
| – | – | 0.4% | 63 |
|
|
2016
Q1 | $439K | Hold |
14,840
| – | – | 0.4% | 62 |
|
|
2015
Q4 | $385K | Hold |
14,840
| – | – | 0.38% | 74 |
|
|
2015
Q3 | $362K | Hold |
14,840
| – | – | 0.35% | 76 |
|
|
2015
Q2 | $364K | Hold |
14,840
| – | – | 0.31% | 78 |
|
|
2015
Q1 | $386K | Sell |
14,840
-1,000
| -6% | -$26K | 0.31% | 77 |
|
|
2014
Q4 | $421K | Sell |
15,840
-400
| -2% | -$10.6K | 0.35% | 74 |
|
|
2014
Q3 | $381K | Sell |
16,240
-7,600
| -32% | -$178K | 0.32% | 78 |
|
|
2014
Q2 | $611K | Sell |
23,840
-400
| -2% | -$10.3K | 0.37% | 78 |
|
|
2014
Q1 | $579K | Hold |
24,240
| – | – | 0.37% | 76 |
|
|
2013
Q4 | $519K | Hold |
24,240
| – | – | 0.35% | 82 |
|
|
2013
Q3 | $486K | Hold |
24,240
| – | – | 0.34% | 81 |
|
|
2013
Q2 | $494K | Buy |
+24,240
| New | +$494K | 0.34% | 80 |
|