Brown, Lisle/Cummings’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 | $1.1M | Sell |
15,907
-174
| -1% | -$12.1K | 0.29% | 81 |
|
|
2025
Q1 | $1.14M | Buy |
16,081
+31
| +0.2% | +$2.2K | 0.33% | 78 |
|
|
2024
Q4 | $1.15M | Buy |
16,050
+751
| +5% | +$53.8K | 0.34% | 73 |
|
|
2024
Q3 | $1.29M | Sell |
15,299
-200
| -1% | -$16.9K | 0.39% | 64 |
|
|
2024
Q2 | $1.1M | Buy |
15,499
+2,916
| +23% | +$206K | 0.36% | 69 |
|
|
2024
Q1 | $804K | Hold |
12,583
| – | – | 0.27% | 89 |
|
|
2023
Q4 | $764K | Buy |
12,583
+10,183
| +424% | +$619K | 0.28% | 84 |
|
|
2023
Q3 | $137K | Hold |
2,400
| – | – | 0.06% | 206 |
|
|
2023
Q2 | $178K | Hold |
2,400
| – | – | 0.08% | 189 |
|
|
2023
Q1 | $185K | Buy |
2,400
+75
| +3% | +$5.78K | 0.09% | 177 |
|
|
2022
Q4 | $194K | Buy |
2,325
+100
| +4% | +$8.36K | 0.1% | 160 |
|
|
2022
Q3 | $174K | Hold |
2,225
| – | – | 0.1% | 161 |
|
|
2022
Q2 | $172K | Buy |
2,225
+60
| +3% | +$4.65K | 0.1% | 169 |
|
|
2022
Q1 | $183K | Buy |
2,165
+200
| +10% | +$16.9K | 0.09% | 175 |
|
|
2021
Q4 | $183K | Buy |
+1,965
| New | +$183K | 0.09% | 169 |
|