Aspire Private Capital’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
Q1 | – | Sell |
-10,003
| Closed | -$717K | – | 182 |
|
2024
Q4 | $717K | Buy |
10,003
+349
| +4% | +$25K | 0.18% | 101 |
|
2024
Q3 | $816K | Buy |
9,654
+194
| +2% | +$16.4K | 0.19% | 92 |
|
2024
Q2 | $670K | Sell |
9,460
-10
| -0.1% | -$708 | 0.17% | 96 |
|
2024
Q1 | $605K | Buy |
9,470
+1,071
| +13% | +$68.5K | 0.16% | 106 |
|
2023
Q4 | $510K | Buy |
8,399
+2,073
| +33% | +$126K | 0.15% | 98 |
|
2023
Q3 | $362K | Buy |
6,326
+116
| +2% | +$6.65K | 0.12% | 103 |
|
2023
Q2 | $461K | Buy |
6,210
+114
| +2% | +$8.46K | 0.15% | 98 |
|
2023
Q1 | $470K | Buy |
6,096
+33
| +0.5% | +$2.54K | 0.16% | 100 |
|
2022
Q4 | $507K | Buy |
6,063
+154
| +3% | +$12.9K | 0.18% | 90 |
|
2022
Q3 | $463K | Sell |
5,909
-238
| -4% | -$18.6K | 0.18% | 85 |
|
2022
Q2 | $476K | Buy |
6,147
+92
| +2% | +$7.12K | 0.17% | 85 |
|
2022
Q1 | $513K | Buy |
6,055
+583
| +11% | +$49.4K | 0.16% | 89 |
|
2021
Q4 | $511K | Buy |
5,472
+267
| +5% | +$24.9K | 0.16% | 92 |
|
2021
Q3 | $409K | Sell |
5,205
-127
| -2% | -$9.98K | 0.14% | 96 |
|
2021
Q2 | $391K | Buy |
5,332
+1,715
| +47% | +$126K | 0.13% | 111 |
|
2021
Q1 | $273K | Buy |
3,617
+1,975
| +120% | +$149K | 0.1% | 126 |
|
2020
Q4 | $127K | Sell |
1,642
-5,638
| -77% | -$436K | 0.05% | 159 |
|
2020
Q3 | $126K | Buy |
7,280
+5,624
| +340% | +$97.3K | 0.05% | 145 |
|
2020
Q2 | $99K | Buy |
1,656
+128
| +8% | +$7.65K | 0.05% | 132 |
|
2020
Q1 | $92K | Sell |
1,528
-32
| -2% | -$1.93K | 0.05% | 125 |
|
2019
Q4 | $94K | Buy |
1,560
+1,540
| +7,700% | +$92.8K | 0.04% | 165 |
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 425 |
|
2019
Q2 | $1K | Sell |
20
-3,096
| -99% | -$155K | ﹤0.01% | 466 |
|
2019
Q1 | $151K | Sell |
3,116
-360
| -10% | -$17.4K | 0.08% | 133 |
|
2018
Q4 | $151K | Buy |
+3,476
| New | +$151K | 0.09% | 124 |
|