Bender Robert & Associates’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 | $2.5M | Sell |
35,948
-250
| -0.7% | -$17.4K | 0.56% | 25 |
|
2025
Q1 | $2.57M | Sell |
36,198
-328
| -0.9% | -$23.3K | 0.65% | 25 |
|
2024
Q4 | $2.62M | Buy |
36,526
+295
| +0.8% | +$21.1K | 0.63% | 25 |
|
2024
Q3 | $3.06M | Buy |
+36,231
| New | +$3.06M | 0.65% | 24 |
|
2024
Q2 | – | Sell |
-37,841
| Closed | -$2.42M | – | 31 |
|
2024
Q1 | $2.42M | Sell |
37,841
-589
| -2% | -$37.6K | 0.57% | 24 |
|
2023
Q4 | $2.33M | Sell |
38,430
-1,805
| -4% | -$110K | 0.59% | 24 |
|
2023
Q3 | $2.31M | Buy |
40,235
+280
| +0.7% | +$16K | 0.67% | 23 |
|
2023
Q2 | $2.96M | Buy |
39,955
+132
| +0.3% | +$9.79K | 0.82% | 22 |
|
2023
Q1 | $3.07M | Sell |
39,823
-535
| -1% | -$41.2K | 0.95% | 23 |
|
2022
Q4 | $3.37M | Hold |
40,358
| – | – | 1.26% | 21 |
|
2022
Q3 | $3.16M | Buy |
40,358
+1,574
| +4% | +$123K | 1.23% | 22 |
|
2022
Q2 | $3M | Sell |
38,784
-1,120
| -3% | -$86.7K | 1.15% | 23 |
|
2022
Q1 | $3.38M | Buy |
39,904
+4,996
| +14% | +$423K | 0.96% | 22 |
|
2021
Q4 | $2.74M | Hold |
34,908
| – | – | 0.79% | 26 |
|
2021
Q3 | $2.74M | Sell |
34,908
-98
| -0.3% | -$7.7K | 0.78% | 26 |
|
2021
Q2 | $2.57M | Buy |
35,006
+1,775
| +5% | +$130K | 0.73% | 26 |
|
2021
Q1 | $2.51M | Buy |
33,231
+4,005
| +14% | +$303K | 0.81% | 27 |
|
2020
Q4 | $2.26M | Buy |
29,226
+2,390
| +9% | +$184K | 0.72% | 26 |
|
2020
Q3 | $1.86M | Buy |
26,836
+196
| +0.7% | +$13.6K | 0.67% | 28 |
|
2020
Q2 | $1.6M | Buy |
26,640
+1,760
| +7% | +$106K | 0.63% | 28 |
|
2020
Q1 | $1.5M | Buy |
24,880
+1,860
| +8% | +$112K | 0.8% | 26 |
|
2019
Q4 | $1.39M | Hold |
23,020
| – | – | 0.63% | 27 |
|
2019
Q3 | $1.34M | Buy |
23,020
+720
| +3% | +$41.9K | 0.67% | 28 |
|
2019
Q2 | $1.17M | Buy |
22,300
+3,152
| +16% | +$165K | 0.55% | 29 |
|
2019
Q1 | $925K | Buy |
19,148
+548
| +3% | +$26.5K | 0.45% | 29 |
|
2018
Q4 | $808K | Buy |
18,600
+40
| +0.2% | +$1.74K | 0.47% | 29 |
|
2018
Q3 | $778K | Buy |
18,560
+400
| +2% | +$16.8K | 0.35% | 31 |
|
2018
Q2 | $758K | Buy |
18,160
+1,120
| +7% | +$46.7K | 0.4% | 29 |
|
2018
Q1 | $696K | Buy |
17,040
+2,148
| +14% | +$87.7K | 0.39% | 31 |
|
2017
Q4 | $581K | Sell |
14,892
-104
| -0.7% | -$4.06K | 0.32% | 32 |
|
2017
Q3 | $549K | Buy |
14,996
+200
| +1% | +$7.32K | 0.32% | 32 |
|
2017
Q2 | $518K | Sell |
14,796
-420
| -3% | -$14.7K | 0.32% | 32 |
|
2017
Q1 | $488K | Sell |
15,216
-480
| -3% | -$15.4K | 0.31% | 36 |
|
2016
Q4 | $469K | Buy |
15,696
+240
| +2% | +$7.17K | 0.33% | 37 |
|
2016
Q3 | $473K | Sell |
15,456
-40
| -0.3% | -$1.22K | 0.31% | 36 |
|
2016
Q2 | $505K | Sell |
15,496
-200
| -1% | -$6.52K | 0.36% | 35 |
|
2016
Q1 | $464K | Sell |
15,696
-800
| -5% | -$23.6K | 0.31% | 36 |
|
2015
Q4 | $428K | Buy |
16,496
+772
| +5% | +$20K | 0.27% | 39 |
|
2015
Q3 | $383K | Buy |
15,724
+260
| +2% | +$6.33K | 0.26% | 37 |
|
2015
Q2 | $379K | Hold |
15,464
| – | – | 0.23% | 38 |
|
2015
Q1 | $402K | Buy |
15,464
+768
| +5% | +$20K | 0.23% | 38 |
|
2014
Q4 | $390K | Buy |
14,696
+796
| +6% | +$21.1K | 0.26% | 37 |
|
2014
Q3 | $326K | Buy |
13,900
+40
| +0.3% | +$938 | 0.23% | 40 |
|
2014
Q2 | $355K | Sell |
13,860
-180
| -1% | -$4.61K | 0.25% | 41 |
|
2014
Q1 | $336 | Sell |
14,040
-200
| -1% | -$5 | 0.23% | 42 |
|
2013
Q4 | $305K | Hold |
14,240
| – | – | 0.23% | 45 |
|
2013
Q3 | $285K | Buy |
14,240
+720
| +5% | +$14.4K | 0.22% | 44 |
|
2013
Q2 | $275K | Buy |
+13,520
| New | +$275K | 0.24% | 42 |
|