Capital Analysts LLC’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 | $3.04M | Buy |
43,823
+813
| +2% | +$56.4K | 0.1% | 167 |
|
|
2025
Q1 | $3.05M | Buy |
43,010
+871
| +2% | +$61.7K | 0.11% | 159 |
|
|
2024
Q4 | $3.02M | Buy |
42,139
+390
| +0.9% | +$28K | 0.12% | 143 |
|
|
2024
Q3 | $3.53M | Buy |
41,749
+1,118
| +3% | +$94.5K | 0.14% | 125 |
|
|
2024
Q2 | $2.88M | Buy |
40,631
+737
| +2% | +$52.2K | 0.13% | 140 |
|
|
2024
Q1 | $2.55M | Buy |
39,894
+7,494
| +23% | +$479K | 0.12% | 147 |
|
|
2023
Q4 | $1.97M | Buy |
32,400
+816
| +3% | +$49.6K | 0.1% | 164 |
|
|
2023
Q3 | $1.81M | Buy |
31,584
+5,808
| +23% | +$333K | 0.1% | 163 |
|
|
2023
Q2 | $1.91M | Buy |
25,776
+1,375
| +6% | +$102K | 0.11% | 165 |
|
|
2023
Q1 | $1.88M | Buy |
24,401
+1,395
| +6% | +$108K | 0.11% | 166 |
|
|
2022
Q4 | $1.92M | Buy |
23,006
+1,193
| +5% | +$99.8K | 0.12% | 162 |
|
|
2022
Q3 | $1.71M | Buy |
21,813
+1,243
| +6% | +$97.4K | 0.12% | 157 |
|
|
2022
Q2 | $1.59M | Buy |
20,570
+357
| +2% | +$27.6K | 0.11% | 170 |
|
|
2022
Q1 | $1.71M | Buy |
20,213
+1,292
| +7% | +$109K | 0.11% | 173 |
|
|
2021
Q4 | $1.77M | Buy |
18,921
+562
| +3% | +$52.5K | 0.11% | 172 |
|
|
2021
Q3 | $1.44M | Sell |
18,359
-55
| -0.3% | -$4.32K | 0.09% | 182 |
|
|
2021
Q2 | $1.35M | Buy |
18,414
+175
| +1% | +$12.8K | 0.09% | 189 |
|
|
2021
Q1 | $1.38M | Sell |
18,239
-2,056
| -10% | -$155K | 0.1% | 178 |
|
|
2020
Q4 | $1.57M | Sell |
20,295
-2,045
| -9% | -$158K | 0.14% | 134 |
|
|
2020
Q3 | $1.55M | Sell |
22,340
-60
| -0.3% | -$4.16K | 0.15% | 122 |
|
|
2020
Q2 | $1.35M | Sell |
22,400
-544
| -2% | -$32.7K | 0.14% | 133 |
|
|
2020
Q1 | $1.38M | Buy |
+22,944
| New | +$1.38M | 0.17% | 108 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$2K | – | 617 |
|
|
2018
Q3 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 522 |
|
|
2016
Q2 | – | Sell |
-360
| Closed | -$10.7K | – | 367 |
|
|
2016
Q1 | $10.7K | Buy |
+360
| New | +$10.7K | ﹤0.01% | 337 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$9.76K | – | 397 |
|
|
2015
Q3 | $9.76K | Buy |
+400
| New | +$9.76K | ﹤0.01% | 335 |
|
|
2015
Q1 | – | Sell |
-1,280
| Closed | -$34K | – | 401 |
|
|
2014
Q4 | $34K | Hold |
1,280
| – | – | 0.01% | 295 |
|
|
2014
Q3 | $30K | Sell |
1,280
-119,328
| -99% | -$2.8M | 0.01% | 289 |
|
|
2014
Q2 | $3.09M | Buy |
120,608
+224
| +0.2% | +$5.74K | 0.75% | 25 |
|
|
2014
Q1 | $2.88M | Sell |
120,384
-9,396
| -7% | -$225K | 0.75% | 24 |
|
|
2013
Q4 | $2.78M | Sell |
129,780
-3,136
| -2% | -$67.1K | 0.76% | 26 |
|
|
2013
Q3 | $2.66M | Buy |
132,916
+2,796
| +2% | +$56K | 0.8% | 26 |
|
|
2013
Q2 | $2.65M | Buy |
+130,120
| New | +$2.65M | 0.84% | 23 |
|