Callan Capital’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
Q1 | $875K | Buy |
12,344
+743
| +6% | +$52.7K | 0.06% | 130 |
|
|
2024
Q4 | $832K | Sell |
11,601
-830
| -7% | -$59.5K | 0.06% | 122 |
|
|
2024
Q3 | $1.05M | Buy |
12,431
+395
| +3% | +$33.4K | 0.07% | 111 |
|
|
2024
Q2 | $852K | Buy |
12,036
+2,655
| +28% | +$188K | 0.07% | 119 |
|
|
2024
Q1 | $600K | Buy |
9,381
+683
| +8% | +$43.7K | 0.05% | 129 |
|
|
2023
Q4 | $528K | Buy |
8,698
+109
| +1% | +$6.62K | 0.05% | 123 |
|
|
2023
Q3 | $492K | Buy |
8,589
+500
| +6% | +$28.6K | 0.05% | 123 |
|
|
2023
Q2 | $600K | Buy |
8,089
+142
| +2% | +$10.5K | 0.07% | 100 |
|
|
2023
Q1 | $613K | Buy |
7,947
+50
| +0.6% | +$3.85K | 0.07% | 98 |
|
|
2022
Q4 | $660K | Buy |
7,897
+5,018
| +174% | +$420K | 0.08% | 96 |
|
|
2022
Q3 | $226K | Hold |
2,879
| – | – | 0.04% | 122 |
|
|
2022
Q2 | $223K | Buy |
2,879
+135
| +5% | +$10.5K | 0.03% | 109 |
|
|
2022
Q1 | $232K | Buy |
2,744
+143
| +5% | +$12.1K | 0.03% | 110 |
|
|
2021
Q4 | $243K | Buy |
+2,601
| New | +$243K | 0.04% | 119 |
|