Boltwood Capital 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 | $521K | Buy |
7,506
+99
| +1% | +$6.87K | 0.15% | 122 |
|
|
2025
Q1 | $525K | Sell |
7,407
-128
| -2% | -$9.07K | 0.16% | 115 |
|
|
2024
Q4 | $540K | Sell |
7,535
-20
| -0.3% | -$1.43K | 0.16% | 108 |
|
|
2024
Q3 | $639K | Sell |
7,555
-100
| -1% | -$8.45K | 0.19% | 98 |
|
|
2024
Q2 | $542K | Buy |
7,655
+50
| +0.7% | +$3.54K | 0.17% | 107 |
|
|
2024
Q1 | $486K | Sell |
7,605
-325
| -4% | -$20.8K | 0.15% | 115 |
|
|
2023
Q4 | $482K | Buy |
7,930
+310
| +4% | +$18.8K | 0.16% | 114 |
|
|
2023
Q3 | $437K | Sell |
7,620
-220
| -3% | -$12.6K | 0.16% | 110 |
|
|
2023
Q2 | $582K | Sell |
7,840
-50
| -0.6% | -$3.71K | 0.21% | 98 |
|
|
2023
Q1 | $608K | Buy |
7,890
+160
| +2% | +$12.3K | 0.23% | 94 |
|
|
2022
Q4 | $646K | Buy |
7,730
+85
| +1% | +$7.11K | 0.26% | 90 |
|
|
2022
Q3 | $599K | Buy |
7,645
+85
| +1% | +$6.66K | 0.27% | 88 |
|
|
2022
Q2 | $586K | Buy |
7,560
+50
| +0.7% | +$3.88K | 0.25% | 96 |
|
|
2022
Q1 | $636K | Sell |
7,510
-250
| -3% | -$21.2K | 0.25% | 98 |
|
|
2021
Q4 | $724K | Buy |
7,760
+375
| +5% | +$35K | 0.27% | 92 |
|
|
2021
Q3 | $580K | Buy |
7,385
+1,185
| +19% | +$93.1K | 0.23% | 106 |
|
|
2021
Q2 | $454K | Hold |
6,200
| – | – | 0.19% | 115 |
|
|
2021
Q1 | $469K | Sell |
6,200
-200
| -3% | -$15.1K | 0.21% | 107 |
|
|
2020
Q4 | $494K | Hold |
6,400
| – | – | 0.24% | 101 |
|
|
2020
Q3 | $444K | Hold |
6,400
| – | – | 0.25% | 100 |
|
|
2020
Q2 | $384K | Sell |
6,400
-600
| -9% | -$36K | 0.23% | 98 |
|
|
2020
Q1 | $421K | Hold |
7,000
| – | – | 0.3% | 91 |
|
|
2019
Q4 | $424K | Hold |
7,000
| – | – | 0.24% | 104 |
|
|
2019
Q3 | $408K | Hold |
7,000
| – | – | 0.26% | 105 |
|
|
2019
Q2 | $359K | Sell |
7,000
-1,668
| -19% | -$85.5K | 0.23% | 103 |
|
|
2019
Q1 | $419K | Sell |
8,668
-400
| -4% | -$19.3K | 0.27% | 95 |
|
|
2018
Q4 | $394K | Sell |
9,068
-1,532
| -14% | -$66.6K | 0.27% | 96 |
|
|
2018
Q3 | $444K | Sell |
10,600
-2,736
| -21% | -$115K | 0.26% | 104 |
|
|
2018
Q2 | $556K | Buy |
+13,336
| New | +$556K | 0.36% | 89 |
|