Capital Insight Partners’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 | $489K | Buy |
+7,050
| New | +$489K | 0.09% | 132 |
|
|
2023
Q3 | – | Sell |
-3,355
| Closed | -$249K | – | 167 |
|
|
2023
Q2 | $249K | Sell |
3,355
-580
| -15% | -$43K | 0.06% | 152 |
|
|
2023
Q1 | $303K | Buy |
3,935
+740
| +23% | +$57K | 0.07% | 141 |
|
|
2022
Q4 | $267K | Buy |
3,195
+495
| +18% | +$41.4K | 0.07% | 142 |
|
|
2022
Q3 | $212K | Sell |
2,700
-995
| -27% | -$78.1K | 0.06% | 141 |
|
|
2022
Q2 | $286K | Sell |
3,695
-1,230
| -25% | -$95.2K | 0.07% | 144 |
|
|
2022
Q1 | $417K | Hold |
4,925
| – | – | 0.09% | 137 |
|
|
2021
Q4 | $460K | Sell |
4,925
-275
| -5% | -$25.7K | 0.09% | 126 |
|
|
2021
Q3 | $408K | Hold |
5,200
| – | – | 0.09% | 129 |
|
|
2021
Q2 | $381K | Hold |
5,200
| – | – | 0.09% | 130 |
|
|
2021
Q1 | $393K | Sell |
5,200
-1,200
| -19% | -$90.7K | 0.1% | 128 |
|
|
2020
Q4 | $494K | Hold |
6,400
| – | – | 0.12% | 125 |
|
|
2020
Q3 | $444K | Hold |
6,400
| – | – | 0.12% | 126 |
|
|
2020
Q2 | $384K | Hold |
6,400
| – | – | 0.12% | 128 |
|
|
2020
Q1 | $385K | Sell |
6,400
-3,200
| -33% | -$193K | 0.2% | 80 |
|
|
2019
Q4 | $581K | Sell |
9,600
-2,400
| -20% | -$145K | 0.27% | 79 |
|
|
2019
Q3 | $699K | Buy |
+12,000
| New | +$699K | 0.61% | 66 |
|
|
2018
Q2 | – | Sell |
-12,000
| Closed | -$490K | – | 77 |
|
|
2018
Q1 | $490K | Hold |
12,000
| – | – | 0.4% | 61 |
|
|
2017
Q4 | $469K | Hold |
12,000
| – | – | 0.37% | 63 |
|
|
2017
Q3 | $440K | Hold |
12,000
| – | – | 0.37% | 62 |
|
|
2017
Q2 | $420K | Buy |
+12,000
| New | +$420K | 0.37% | 61 |
|
|
2016
Q4 | – | Sell |
-16,000
| Closed | -$489K | – | 70 |
|
|
2016
Q3 | $489K | Buy |
+16,000
| New | +$489K | 0.47% | 56 |
|