Brick & Kyle 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 | $4.42M | Sell |
61,055
-6
| -0% | -$435 | 1.96% | 20 |
|
|
2025
Q1 | $4.33M | Sell |
61,061
-1,045
| -2% | -$74.2K | 1.99% | 21 |
|
|
2024
Q4 | $4.45M | Sell |
62,106
-862
| -1% | -$61.8K | 1.9% | 21 |
|
|
2024
Q3 | $5.3M | Sell |
62,968
-1,445
| -2% | -$122K | 2.27% | 17 |
|
|
2024
Q2 | $4.56M | Sell |
64,413
-1,333
| -2% | -$94.4K | 1.88% | 22 |
|
|
2024
Q1 | $4.11M | Buy |
65,746
+706
| +1% | +$44.2K | 1.82% | 22 |
|
|
2023
Q4 | $3.95M | Sell |
65,040
-4,375
| -6% | -$266K | 1.97% | 21 |
|
|
2023
Q3 | $3.98M | Buy |
+69,415
| New | +$3.98M | 2.11% | 19 |
|
|
2020
Q3 | – | Sell |
-36,248
| Closed | -$231K | – | 61 |
|
|
2020
Q2 | $231K | Buy |
+36,248
| New | +$231K | 0.17% | 59 |
|
|
2019
Q4 | – | Sell |
-10,148
| Closed | -$592K | – | 65 |
|
|
2019
Q3 | $592K | Sell |
10,148
-100
| -1% | -$5.83K | 0.49% | 43 |
|
|
2019
Q2 | $532K | Hold |
10,248
| – | – | 0.5% | 41 |
|
|
2019
Q1 | $495K | Hold |
10,248
| – | – | 0.51% | 40 |
|
|
2018
Q4 | $445K | Buy |
+10,248
| New | +$445K | 0.43% | 53 |
|
|
2018
Q2 | $428K | Sell |
10,248
-400
| -4% | -$16.7K | 0.33% | 65 |
|
|
2018
Q1 | $435K | Hold |
10,648
| – | – | 0.35% | 62 |
|
|
2017
Q4 | $416K | Sell |
10,648
-600
| -5% | -$23.4K | 0.34% | 66 |
|
|
2017
Q3 | $412K | Sell |
11,248
-400
| -3% | -$14.7K | 0.33% | 66 |
|
|
2017
Q2 | $408K | Hold |
11,648
| – | – | 0.35% | 68 |
|
|
2017
Q1 | $374K | Sell |
11,648
-600
| -5% | -$19.3K | 0.29% | 72 |
|
|
2016
Q4 | $366K | Sell |
12,248
-372
| -3% | -$11.1K | 0.29% | 71 |
|
|
2016
Q3 | $386K | Hold |
12,620
| – | – | 0.31% | 68 |
|
|
2016
Q2 | $411K | Hold |
12,620
| – | – | 0.34% | 64 |
|
|
2016
Q1 | $373K | Hold |
12,620
| – | – | 0.32% | 64 |
|
|
2015
Q4 | $328K | Sell |
12,620
-2,000
| -14% | -$52K | 0.29% | 69 |
|
|
2015
Q3 | $357K | Buy |
14,620
+520
| +4% | +$12.7K | 0.34% | 64 |
|
|
2015
Q2 | $346K | Sell |
14,100
-2,200
| -13% | -$54K | 0.29% | 73 |
|
|
2015
Q1 | $424K | Sell |
16,300
-400
| -2% | -$10.4K | 0.36% | 62 |
|
|
2014
Q4 | $444K | Buy |
+16,700
| New | +$444K | 0.38% | 61 |
|