Brinker Capital Investments’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 | $9.83M | Buy |
141,664
+24,188
| +21% | +$1.68M | 0.08% | 230 |
|
|
2025
Q1 | $8.33M | Buy |
117,476
+15,569
| +15% | +$1.1M | 0.08% | 239 |
|
|
2024
Q4 | $7.31M | Sell |
101,907
-8,622
| -8% | -$618K | 0.07% | 247 |
|
|
2024
Q3 | $9.34M | Sell |
110,529
-9,161
| -8% | -$774K | 0.09% | 212 |
|
|
2024
Q2 | $8.48M | Buy |
119,690
+4,559
| +4% | +$323K | 0.09% | 220 |
|
|
2024
Q1 | $7.36M | Buy |
115,131
+29,189
| +34% | +$1.87M | 0.08% | 250 |
|
|
2023
Q4 | $5.41M | Sell |
85,942
-26,708
| -24% | -$1.68M | 0.06% | 294 |
|
|
2023
Q3 | $6.45M | Buy |
112,650
+19,773
| +21% | +$1.13M | 0.08% | 243 |
|
|
2023
Q2 | $6.89M | Buy |
92,877
+4,874
| +6% | +$362K | 0.07% | 257 |
|
|
2023
Q1 | $6.78M | Sell |
88,003
-15,428
| -15% | -$1.19M | 0.08% | 213 |
|
|
2022
Q4 | $8.65M | Sell |
103,431
-1,671
| -2% | -$140K | 0.17% | 121 |
|
|
2022
Q3 | $8.24M | Buy |
105,102
+3,112
| +3% | +$244K | 0.17% | 119 |
|
|
2022
Q2 | $7.9M | Sell |
101,990
-32,227
| -24% | -$2.5M | 0.15% | 142 |
|
|
2022
Q1 | $11.4M | Sell |
134,217
-29,714
| -18% | -$2.52M | 0.17% | 125 |
|
|
2021
Q4 | $15.3M | Buy |
163,931
+15,083
| +10% | +$1.41M | 0.22% | 93 |
|
|
2021
Q3 | $10.9M | Sell |
148,848
-90
| -0.1% | -$6.61K | 0.17% | 117 |
|
|
2021
Q2 | $10.9M | Buy |
148,938
+45,220
| +44% | +$3.31M | 0.14% | 152 |
|
|
2021
Q1 | $7.84M | Sell |
103,718
-60,273
| -37% | -$4.56M | 0.12% | 183 |
|
|
2020
Q4 | $12.7M | Buy |
163,991
+33,103
| +25% | +$2.55M | 0.2% | 101 |
|
|
2020
Q3 | $9.08M | Buy |
130,888
+126,852
| +3,143% | +$8.8M | 0.16% | 160 |
|
|
2020
Q2 | $242K | Sell |
4,036
-18,168
| -82% | -$1.09M | 0.01% | 291 |
|
|
2020
Q1 | $1.34M | Sell |
22,204
-4,060
| -15% | -$244K | 0.06% | 180 |
|
|
2019
Q4 | $1.59M | Buy |
26,264
+304
| +1% | +$18.4K | 0.05% | 195 |
|
|
2019
Q3 | $1.51M | Sell |
25,960
-2,380
| -8% | -$139K | 0.05% | 200 |
|
|
2019
Q2 | $1.45M | Sell |
28,340
-14,152
| -33% | -$725K | 0.05% | 228 |
|
|
2019
Q1 | $2.05M | Buy |
42,492
+39,144
| +1,169% | +$1.89M | 0.07% | 189 |
|
|
2018
Q4 | $145K | Buy |
+3,348
| New | +$145K | 0.01% | 332 |
|
|
2018
Q3 | – | Sell |
-80
| Closed | -$3K | – | 676 |
|
|
2018
Q2 | $3K | Sell |
80
-524
| -87% | -$19.7K | ﹤0.01% | 559 |
|
|
2018
Q1 | $25K | Hold |
604
| – | – | ﹤0.01% | 405 |
|
|
2017
Q4 | $24K | Sell |
604
-44
| -7% | -$1.75K | ﹤0.01% | 393 |
|
|
2017
Q3 | $24K | Hold |
648
| – | – | ﹤0.01% | 391 |
|
|
2017
Q2 | $23K | Buy |
648
+116
| +22% | +$4.12K | ﹤0.01% | 361 |
|
|
2017
Q1 | $17K | Hold |
532
| – | – | ﹤0.01% | 364 |
|
|
2016
Q4 | $16K | Buy |
+532
| New | +$16K | ﹤0.01% | 361 |
|