Brasada 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 | $924K | Hold |
12,500
| – | – | 0.16% | 94 |
|
2025
Q1 | $801K | Hold |
12,500
| – | – | 0.16% | 89 |
|
2024
Q4 | $837K | Sell |
12,500
-40,504
| -76% | -$2.71M | 0.15% | 101 |
|
2024
Q3 | $4.53M | Sell |
53,004
-86,840
| -62% | -$7.42M | 0.79% | 43 |
|
2024
Q2 | $10.4M | Buy |
139,844
+4,818
| +4% | +$360K | 1.82% | 14 |
|
2024
Q1 | $8.63M | Buy |
135,026
+6,808
| +5% | +$435K | 1.52% | 19 |
|
2023
Q4 | $7.79M | Sell |
128,218
-21,221
| -14% | -$1.29M | 1.5% | 19 |
|
2023
Q3 | $7.37M | Sell |
149,439
-9,521
| -6% | -$470K | 1.72% | 14 |
|
2023
Q2 | $11.8M | Sell |
158,960
-2,503
| -2% | -$186K | 2.56% | 9 |
|
2023
Q1 | $12.4M | Buy |
161,463
+10,975
| +7% | +$846K | 2.77% | 7 |
|
2022
Q4 | $12.6M | Sell |
150,488
-14,590
| -9% | -$1.22M | 2.9% | 6 |
|
2022
Q3 | $12.9M | Sell |
165,078
-7,690
| -4% | -$603K | 3.07% | 7 |
|
2022
Q2 | $13.4M | Buy |
172,768
+3,081
| +2% | +$239K | 3% | 7 |
|
2022
Q1 | $14.4M | Buy |
169,687
+611
| +0.4% | +$51.8K | 2.72% | 7 |
|
2021
Q4 | $14.1M | Buy |
169,076
+854
| +0.5% | +$71.1K | 2.65% | 9 |
|
2021
Q3 | $13.2M | Sell |
168,222
-7,029
| -4% | -$552K | 2.59% | 9 |
|
2021
Q2 | $12.8M | Buy |
175,251
+402
| +0.2% | +$29.5K | 2.52% | 9 |
|
2021
Q1 | $13.2M | Sell |
174,849
-5,225
| -3% | -$395K | 2.86% | 7 |
|
2020
Q4 | $13.9M | Sell |
180,074
-230
| -0.1% | -$17.7K | 3.18% | 6 |
|
2020
Q3 | $12.5M | Buy |
180,304
+1,992
| +1% | +$138K | 3.17% | 6 |
|
2020
Q2 | $10.7M | Sell |
178,312
-5,332
| -3% | -$320K | 3% | 8 |
|
2020
Q1 | $11M | Buy |
183,644
+9,168
| +5% | +$551K | 3.96% | 5 |
|
2019
Q4 | $10.6M | Buy |
174,476
+4,824
| +3% | +$292K | 2.62% | 9 |
|
2019
Q3 | $9.88M | Buy |
169,652
+1,576
| +0.9% | +$91.8K | 2.64% | 8 |
|
2019
Q2 | $8.77M | Buy |
168,076
+2,240
| +1% | +$117K | 2.33% | 8 |
|
2019
Q1 | $8.02M | Sell |
165,836
-2,820
| -2% | -$136K | 2.4% | 9 |
|
2018
Q4 | $7.33M | Buy |
168,656
+5,036
| +3% | +$219K | 2.44% | 8 |
|
2018
Q3 | $6.86M | Sell |
163,620
-4,184
| -2% | -$175K | 1.9% | 13 |
|
2018
Q2 | $7.01M | Buy |
167,804
+27,172
| +19% | +$1.13M | 2.15% | 9 |
|
2018
Q1 | $5.74M | Buy |
140,632
+3,640
| +3% | +$149K | 1.79% | 14 |
|
2017
Q4 | $5.35M | Buy |
+136,992
| New | +$5.35M | 1.8% | 13 |
|