Blue Chip 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 | $12.1M | Buy |
174,125
+4,256
| +3% | +$295K | 0.98% | 35 |
|
|
2025
Q1 | $12M | Buy |
169,869
+12,395
| +8% | +$879K | 1.04% | 34 |
|
|
2024
Q4 | $11.3M | Buy |
157,474
+1,581
| +1% | +$113K | 0.97% | 37 |
|
|
2024
Q3 | $13.2M | Buy |
155,893
+2,931
| +2% | +$248K | 1.14% | 32 |
|
|
2024
Q2 | $10.8M | Buy |
152,962
+24,239
| +19% | +$1.72M | 1% | 36 |
|
|
2024
Q1 | $8.23M | Sell |
128,723
-4,777
| -4% | -$305K | 0.8% | 39 |
|
|
2023
Q4 | $8.11M | Buy |
133,500
+10,803
| +9% | +$656K | 0.85% | 38 |
|
|
2023
Q3 | $7.03M | Buy |
122,697
+39,719
| +48% | +$2.28M | 0.84% | 34 |
|
|
2023
Q2 | $6.16M | Sell |
82,978
-7,313
| -8% | -$543K | 0.7% | 39 |
|
|
2023
Q1 | $6.96M | Sell |
90,291
-11,096
| -11% | -$855K | 0.83% | 38 |
|
|
2022
Q4 | $8.48M | Sell |
101,387
-3,307
| -3% | -$276K | 1.05% | 36 |
|
|
2022
Q3 | $8.21M | Sell |
104,694
-271
| -0.3% | -$21.2K | 1.13% | 35 |
|
|
2022
Q2 | $8.13M | Sell |
104,965
-7,601
| -7% | -$589K | 1.04% | 38 |
|
|
2022
Q1 | $9.54M | Sell |
112,566
-124,814
| -53% | -$10.6M | 1.19% | 33 |
|
|
2021
Q4 | $22.2M | Buy |
237,380
+6,024
| +3% | +$562K | 2.78% | 14 |
|
|
2021
Q3 | $18.2M | Buy |
231,356
+7,042
| +3% | +$553K | 2.55% | 14 |
|
|
2021
Q2 | $16.4M | Buy |
224,314
+1,934
| +0.9% | +$142K | 2.35% | 18 |
|
|
2021
Q1 | $16.8M | Sell |
222,380
-4,490
| -2% | -$339K | 2.58% | 15 |
|
|
2020
Q4 | $17.5M | Buy |
226,870
+13,750
| +6% | +$1.06M | 2.74% | 10 |
|
|
2020
Q3 | $14.8M | Buy |
213,120
+174,580
| +453% | +$12.1M | 2.63% | 12 |
|
|
2020
Q2 | $2.31M | Buy |
38,540
+356
| +0.9% | +$21.4K | 0.45% | 42 |
|
|
2020
Q1 | $2.3M | Buy |
38,184
+452
| +1% | +$27.2K | 0.57% | 40 |
|
|
2019
Q4 | $2.28M | Sell |
37,732
-400
| -1% | -$24.2K | 0.43% | 50 |
|
|
2019
Q3 | $2.22M | Buy |
38,132
+448
| +1% | +$26.1K | 0.47% | 50 |
|
|
2019
Q2 | $1.93M | Sell |
37,684
-124
| -0.3% | -$6.35K | 0.43% | 55 |
|
|
2019
Q1 | $1.83M | Sell |
37,808
-748
| -2% | -$36.1K | 0.43% | 55 |
|
|
2018
Q4 | $1.68M | Sell |
38,556
-508
| -1% | -$22.1K | 0.42% | 58 |
|
|
2018
Q3 | $1.64M | Sell |
39,064
-12,280
| -24% | -$515K | 0.4% | 53 |
|
|
2018
Q2 | $2.14M | Sell |
51,344
-11,812
| -19% | -$493K | 0.57% | 48 |
|
|
2018
Q1 | $2.58M | Sell |
63,156
-12,952
| -17% | -$529K | 0.71% | 46 |
|
|
2017
Q4 | $2.97M | Buy |
76,108
+7,864
| +12% | +$307K | 0.88% | 40 |
|
|
2017
Q3 | $2.5M | Buy |
68,244
+5,840
| +9% | +$214K | 0.81% | 45 |
|
|
2017
Q2 | $2.19M | Buy |
62,404
+7,232
| +13% | +$253K | 0.76% | 51 |
|
|
2017
Q1 | $1.77M | Buy |
55,172
+10,000
| +22% | +$321K | 0.67% | 55 |
|
|
2016
Q4 | $1.35M | Buy |
45,172
+33,872
| +300% | +$1.01M | 0.53% | 58 |
|
|
2016
Q3 | $346K | Buy |
11,300
+6,992
| +162% | +$214K | 0.15% | 88 |
|
|
2016
Q2 | $140K | Buy |
+4,308
| New | +$140K | 0.06% | 112 |
|