Calton & 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 | $415K | Buy |
5,980
+3,133
| +110% | +$217K | 0.07% | 233 |
|
|
2025
Q1 | $202K | Buy |
+2,847
| New | +$202K | 0.05% | 319 |
|
|
2024
Q4 | – | Sell |
-4,714
| Closed | -$399K | – | 250 |
|
|
2024
Q3 | $399K | Buy |
+4,714
| New | +$399K | 0.15% | 139 |
|
|
2024
Q1 | – | Sell |
-4,496
| Closed | -$273K | – | 232 |
|
|
2023
Q4 | $273K | Buy |
+4,496
| New | +$273K | 0.11% | 169 |
|
|
2023
Q3 | – | Sell |
-8,342
| Closed | -$619K | – | 205 |
|
|
2023
Q2 | $619K | Buy |
8,342
+4,635
| +125% | +$344K | 0.29% | 87 |
|
|
2023
Q1 | $286K | Sell |
3,707
-6,198
| -63% | -$478K | 0.13% | 156 |
|
|
2022
Q4 | $828K | Sell |
9,905
-2,587
| -21% | -$216K | 0.32% | 73 |
|
|
2022
Q3 | $979K | Buy |
12,492
+35
| +0.3% | +$2.74K | 0.56% | 50 |
|
|
2022
Q2 | $964K | Sell |
12,457
-1,079
| -8% | -$83.5K | 0.54% | 44 |
|
|
2022
Q1 | $1.15M | Sell |
13,536
-1,498
| -10% | -$127K | 0.34% | 73 |
|
|
2021
Q4 | $1.4M | Buy |
15,034
+212
| +1% | +$19.8K | 0.37% | 64 |
|
|
2021
Q3 | $1.16M | Buy |
14,822
+1,319
| +10% | +$103K | 0.25% | 103 |
|
|
2021
Q2 | $992K | Sell |
13,503
-1,056
| -7% | -$77.6K | 0.19% | 113 |
|
|
2021
Q1 | $1.1M | Buy |
14,559
+282
| +2% | +$21.3K | 0.21% | 92 |
|
|
2020
Q4 | $1.1M | Buy |
14,277
+969
| +7% | +$74.8K | 0.2% | 95 |
|
|
2020
Q3 | $924K | Buy |
13,308
+5,000
| +60% | +$347K | 0.19% | 96 |
|
|
2020
Q2 | $499K | Buy |
8,308
+1,220
| +17% | +$73.3K | 0.11% | 149 |
|
|
2020
Q1 | $427K | Sell |
7,088
-2,840
| -29% | -$171K | 0.11% | 155 |
|
|
2019
Q4 | $601K | Sell |
9,928
-4,172
| -30% | -$253K | 0.12% | 152 |
|
|
2019
Q3 | $821K | Buy |
14,100
+5,256
| +59% | +$306K | 0.18% | 98 |
|
|
2019
Q2 | $453K | Buy |
8,844
+2,940
| +50% | +$151K | 0.13% | 139 |
|
|
2019
Q1 | $286K | Buy |
+5,904
| New | +$286K | 0.09% | 195 |
|
|
2018
Q4 | – | Sell |
-7,192
| Closed | -$301K | – | 270 |
|
|
2018
Q3 | $301K | Buy |
+7,192
| New | +$301K | 0.09% | 194 |
|
|
2018
Q2 | – | Sell |
-5,644
| Closed | -$230K | – | 361 |
|
|
2018
Q1 | $230K | Sell |
5,644
-272
| -5% | -$11.1K | 0.07% | 299 |
|
|
2017
Q4 | $225K | Buy |
+5,916
| New | +$225K | 0.06% | 311 |
|