Brookstone 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 | $2.33M | Sell |
33,529
-2,228
| -6% | -$155K | 0.03% | 397 |
|
2025
Q1 | $2.53M | Sell |
35,757
-51,691
| -59% | -$3.66M | 0.04% | 366 |
|
2024
Q4 | $6.27M | Buy |
87,448
+10,635
| +14% | +$762K | 0.09% | 226 |
|
2024
Q3 | $6.49M | Buy |
76,813
+1,059
| +1% | +$89.5K | 0.1% | 215 |
|
2024
Q2 | $5.37M | Buy |
75,754
+4,602
| +6% | +$326K | 0.09% | 222 |
|
2024
Q1 | $4.55M | Buy |
71,152
+11,777
| +20% | +$753K | 0.08% | 228 |
|
2023
Q4 | $3.61M | Buy |
59,375
+1,687
| +3% | +$102K | 0.07% | 236 |
|
2023
Q3 | $3.02M | Buy |
57,688
+35,088
| +155% | +$1.84M | 0.07% | 251 |
|
2023
Q2 | $1.63M | Sell |
22,600
-3,141
| -12% | -$226K | 0.03% | 347 |
|
2023
Q1 | $2.02M | Buy |
25,741
+137
| +0.5% | +$10.8K | 0.04% | 323 |
|
2022
Q4 | $2.14M | Sell |
25,604
-4,213
| -14% | -$352K | 0.04% | 300 |
|
2022
Q3 | $2.17M | Buy |
29,817
+3,090
| +12% | +$225K | 0.05% | 269 |
|
2022
Q2 | $2.15M | Sell |
26,727
-1,957
| -7% | -$157K | 0.05% | 280 |
|
2022
Q1 | $2.43M | Buy |
28,684
+4,543
| +19% | +$384K | 0.05% | 267 |
|
2021
Q4 | $2.09M | Sell |
24,141
-2,877
| -11% | -$249K | 0.04% | 260 |
|
2021
Q3 | $2.17M | Sell |
27,018
-628
| -2% | -$50.4K | 0.04% | 263 |
|
2021
Q2 | $2.07M | Buy |
27,646
+13,586
| +97% | +$1.02M | 0.04% | 259 |
|
2021
Q1 | $1.06M | Buy |
14,060
+3,650
| +35% | +$276K | 0.04% | 245 |
|
2020
Q4 | $803K | Sell |
10,410
-9,026
| -46% | -$696K | 0.03% | 262 |
|
2020
Q3 | $1.35M | Buy |
19,436
+3,980
| +26% | +$276K | 0.06% | 181 |
|
2020
Q2 | $928K | Buy |
15,456
+1,072
| +7% | +$64.4K | 0.06% | 172 |
|
2020
Q1 | $865K | Sell |
14,384
-4,752
| -25% | -$286K | 0.05% | 172 |
|
2019
Q4 | $1.16M | Buy |
19,136
+10,892
| +132% | +$659K | 0.06% | 157 |
|
2019
Q3 | $480K | Sell |
8,244
-64
| -0.8% | -$3.73K | 0.03% | 272 |
|
2019
Q2 | $425K | Buy |
8,308
+856
| +11% | +$43.8K | 0.02% | 323 |
|
2019
Q1 | $360K | Sell |
7,452
-44
| -0.6% | -$2.13K | 0.02% | 310 |
|
2018
Q4 | $326K | Sell |
7,496
-292
| -4% | -$12.7K | 0.02% | 211 |
|
2018
Q3 | $326K | Buy |
7,788
+1,044
| +15% | +$43.7K | 0.02% | 320 |
|
2018
Q2 | $282K | Buy |
+6,744
| New | +$282K | 0.02% | 309 |
|
2015
Q4 | – | Sell |
-1,952
| Closed | -$48K | – | 630 |
|
2015
Q3 | $48K | Sell |
1,952
-16
| -0.8% | -$393 | 0.01% | 428 |
|
2015
Q2 | $48K | Buy |
+1,968
| New | +$48K | 0.01% | 498 |
|
2014
Q1 | – | Sell |
-11,600
| Closed | -$248K | – | 119 |
|
2013
Q4 | $248K | Buy |
+11,600
| New | +$248K | 0.07% | 99 |
|