Boston Research & 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 | $5.34M | Buy |
76,923
+2,145
| +3% | +$149K | 1.28% | 34 |
|
|
2025
Q1 | $5.3M | Buy |
74,778
+56
| +0.1% | +$3.97K | 1.32% | 31 |
|
|
2024
Q4 | $5.36M | Buy |
74,722
+823
| +1% | +$59K | 1.31% | 31 |
|
|
2024
Q3 | $6.25M | Buy |
73,899
+1,155
| +2% | +$97.6K | 1.47% | 27 |
|
|
2024
Q2 | $5.15M | Buy |
72,744
+2,190
| +3% | +$155K | 1.3% | 29 |
|
|
2024
Q1 | $4.51M | Buy |
70,554
+2,332
| +3% | +$149K | 1.11% | 42 |
|
|
2023
Q4 | $4.14M | Buy |
68,222
+3,002
| +5% | +$182K | 1.1% | 43 |
|
|
2023
Q3 | $3.74M | Buy |
65,220
+2,405
| +4% | +$138K | 1.1% | 42 |
|
|
2023
Q2 | $4.66M | Buy |
62,815
+1,989
| +3% | +$148K | 1.32% | 34 |
|
|
2023
Q1 | $4.69M | Buy |
60,826
+2,400
| +4% | +$185K | 1.4% | 30 |
|
|
2022
Q4 | $4.88M | Buy |
58,426
+2,265
| +4% | +$189K | 1.51% | 25 |
|
|
2022
Q3 | $4.4M | Buy |
56,161
+240
| +0.4% | +$18.8K | 1.5% | 26 |
|
|
2022
Q2 | $4.33M | Buy |
55,921
+3,040
| +6% | +$235K | 1.4% | 30 |
|
|
2022
Q1 | $4.48M | Buy |
52,881
+1,810
| +4% | +$153K | 1.3% | 34 |
|
|
2021
Q4 | $4.77M | Buy |
51,071
+310
| +0.6% | +$28.9K | 1.3% | 32 |
|
|
2021
Q3 | $3.99M | Buy |
50,761
+5,700
| +13% | +$447K | 1.19% | 37 |
|
|
2021
Q2 | $3.3M | Buy |
45,061
+7,005
| +18% | +$513K | 1% | 42 |
|
|
2021
Q1 | $2.88M | Buy |
38,056
+7,609
| +25% | +$575K | 0.93% | 44 |
|
|
2020
Q4 | $2.35M | Buy |
30,447
+7,903
| +35% | +$609K | 0.82% | 48 |
|
|
2020
Q3 | $1.56M | Buy |
22,544
+1,168
| +5% | +$81K | 0.61% | 55 |
|
|
2020
Q2 | $1.28M | Buy |
21,376
+7,096
| +50% | +$426K | 0.53% | 57 |
|
|
2020
Q1 | $859K | Hold |
14,280
| – | – | 0.43% | 56 |
|
|
2019
Q4 | $864K | Hold |
14,280
| – | – | 0.32% | 62 |
|
|
2019
Q3 | $831K | Hold |
14,280
| – | – | 0.33% | 62 |
|
|
2019
Q2 | $731K | Hold |
14,280
| – | – | 0.3% | 66 |
|
|
2019
Q1 | $690K | Hold |
14,280
| – | – | 0.29% | 68 |
|
|
2018
Q4 | $620K | Hold |
14,280
| – | – | 0.3% | 67 |
|
|
2018
Q3 | $598K | Hold |
14,280
| – | – | 0.27% | 69 |
|
|
2018
Q2 | $596K | Sell |
14,280
-280
| -2% | -$11.7K | 0.29% | 68 |
|
|
2018
Q1 | $594K | Hold |
14,560
| – | – | 0.3% | 68 |
|
|
2017
Q4 | $568K | Hold |
14,560
| – | – | 0.28% | 68 |
|
|
2017
Q3 | $533K | Hold |
14,560
| – | – | 0.27% | 68 |
|
|
2017
Q2 | $510K | Hold |
14,560
| – | – | 0.28% | 69 |
|
|
2017
Q1 | $467K | Hold |
14,560
| – | – | 0.25% | 71 |
|
|
2016
Q4 | $434K | Hold |
14,560
| – | – | 0.25% | 74 |
|
|
2016
Q3 | $445K | Hold |
14,560
| – | – | 0.26% | 73 |
|
|
2016
Q2 | $474K | Hold |
14,560
| – | – | 0.29% | 70 |
|
|
2016
Q1 | $430K | Hold |
14,560
| – | – | 0.27% | 73 |
|
|
2015
Q4 | $378K | Hold |
14,560
| – | – | 0.24% | 81 |
|
|
2015
Q3 | $355K | Hold |
14,560
| – | – | 0.23% | 82 |
|
|
2015
Q2 | $356K | Hold |
14,560
| – | – | 0.23% | 81 |
|
|
2015
Q1 | $378K | Sell |
14,560
-2,000
| -12% | -$51.9K | 0.24% | 79 |
|
|
2014
Q4 | $440K | Hold |
16,560
| – | – | 0.28% | 78 |
|
|
2014
Q3 | $388K | Hold |
16,560
| – | – | 0.26% | 75 |
|
|
2014
Q2 | $424K | Buy |
16,560
+2,000
| +14% | +$51.2K | 0.29% | 71 |
|
|
2014
Q1 | $348K | Hold |
14,560
| – | – | 0.26% | 76 |
|
|
2013
Q4 | $311K | Hold |
14,560
| – | – | 0.24% | 76 |
|
|
2013
Q3 | $291K | Hold |
14,560
| – | – | 0.25% | 77 |
|
|
2013
Q2 | $296K | Buy |
+14,560
| New | +$296K | 0.26% | 73 |
|