Caprock Group’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 | $2.47M | Buy |
34,861
+840
| +2% | +$59.5K | 0.08% | 235 |
|
|
2024
Q4 | $2.44M | Buy |
34,021
+61
| +0.2% | +$4.37K | 0.08% | 220 |
|
|
2024
Q3 | $2.87M | Buy |
33,960
+2,616
| +8% | +$221K | 0.1% | 167 |
|
|
2024
Q2 | $2.22M | Buy |
31,344
+14,116
| +82% | +$1,000K | 0.09% | 182 |
|
|
2024
Q1 | $1.1M | Buy |
17,228
+4,606
| +36% | +$294K | 0.06% | 226 |
|
|
2023
Q4 | $767K | Sell |
12,622
-5,825
| -32% | -$354K | 0.05% | 286 |
|
|
2023
Q3 | $1.06M | Buy |
18,447
+2,714
| +17% | +$156K | 0.08% | 198 |
|
|
2023
Q2 | $1.17M | Sell |
15,733
-330
| -2% | -$24.5K | 0.09% | 188 |
|
|
2023
Q1 | $1.24M | Buy |
16,063
+3,819
| +31% | +$294K | 0.1% | 166 |
|
|
2022
Q4 | $1.02M | Sell |
12,244
-268
| -2% | -$22.4K | 0.1% | 166 |
|
|
2022
Q3 | $981K | Buy |
12,512
+72
| +0.6% | +$5.65K | 0.09% | 156 |
|
|
2022
Q2 | $964K | Buy |
12,440
+1,878
| +18% | +$146K | 0.09% | 160 |
|
|
2022
Q1 | $895K | Sell |
10,562
-17
| -0.2% | -$1.44K | 0.08% | 193 |
|
|
2021
Q4 | $988K | Sell |
10,579
-789
| -7% | -$73.7K | 0.08% | 177 |
|
|
2021
Q3 | $893K | Sell |
11,368
-843
| -7% | -$66.2K | 0.08% | 175 |
|
|
2021
Q2 | $895K | Sell |
12,211
-3,793
| -24% | -$278K | 0.08% | 177 |
|
|
2021
Q1 | $1.21M | Buy |
16,004
+2,876
| +22% | +$217K | 0.13% | 127 |
|
|
2020
Q4 | $1.01M | Sell |
13,128
-1,012
| -7% | -$78K | 0.12% | 140 |
|
|
2020
Q3 | $981K | Sell |
14,140
-748
| -5% | -$51.9K | 0.13% | 120 |
|
|
2020
Q2 | $894K | Buy |
14,888
+2,244
| +18% | +$135K | 0.13% | 122 |
|
|
2020
Q1 | $761K | Sell |
12,644
-1,468
| -10% | -$88.4K | 0.14% | 114 |
|
|
2019
Q4 | $854K | Buy |
14,112
+256
| +2% | +$15.5K | 0.15% | 113 |
|
|
2019
Q3 | $807K | Buy |
13,856
+28
| +0.2% | +$1.63K | 0.16% | 107 |
|
|
2019
Q2 | $708K | Sell |
13,828
-3,532
| -20% | -$181K | 0.14% | 126 |
|
|
2019
Q1 | $839K | Sell |
17,360
-472
| -3% | -$22.8K | 0.16% | 116 |
|
|
2018
Q4 | $775K | Buy |
17,832
+1,192
| +7% | +$51.8K | 0.18% | 109 |
|
|
2018
Q3 | $697K | Sell |
16,640
-368
| -2% | -$15.4K | 0.14% | 131 |
|
|
2018
Q2 | $710K | Buy |
17,008
+1,676
| +11% | +$70K | 0.15% | 130 |
|
|
2018
Q1 | $626K | Buy |
15,332
+784
| +5% | +$32K | 0.13% | 140 |
|
|
2017
Q4 | $547K | Buy |
14,548
+2,016
| +16% | +$75.8K | 0.11% | 189 |
|
|
2017
Q3 | $459K | Buy |
12,532
+896
| +8% | +$32.8K | 0.1% | 203 |
|
|
2017
Q2 | $408K | Sell |
11,636
-3,732
| -24% | -$131K | 0.09% | 213 |
|
|
2017
Q1 | $493K | Buy |
15,368
+544
| +4% | +$17.5K | 0.12% | 168 |
|
|
2016
Q4 | $443K | Sell |
14,824
-120
| -0.8% | -$3.59K | 0.11% | 168 |
|
|
2016
Q3 | $457K | Sell |
14,944
-400
| -3% | -$12.2K | 0.1% | 179 |
|
|
2016
Q2 | $500K | Sell |
15,344
-1,364
| -8% | -$44.4K | 0.12% | 161 |
|
|
2016
Q1 | $494K | Buy |
+16,708
| New | +$494K | 0.12% | 160 |
|