Capstone Investment Advisors’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 | $2.73M | Buy |
39,391
+4,302
| +12% | +$299K | 0.01% | 248 |
|
|
2025
Q1 | $2.49M | Buy |
35,089
+396
| +1% | +$28.1K | 0.01% | 257 |
|
|
2024
Q4 | $2.49M | Buy |
34,693
+29,941
| +630% | +$2.15M | 0.01% | 249 |
|
|
2024
Q3 | $402K | Sell |
4,752
-474
| -9% | -$40.1K | ﹤0.01% | 470 |
|
|
2024
Q2 | $370K | Sell |
5,226
-18,069
| -78% | -$1.28M | ﹤0.01% | 671 |
|
|
2024
Q1 | $1.49M | Sell |
23,295
-12,134
| -34% | -$775K | 0.01% | 400 |
|
|
2023
Q4 | $2.15M | Sell |
35,429
-93,996
| -73% | -$5.71M | 0.01% | 214 |
|
|
2023
Q3 | $7.41M | Buy |
129,425
+109,792
| +559% | +$6.29M | 0.03% | 130 |
|
|
2023
Q2 | $1.46M | Buy |
19,633
+9,983
| +103% | +$741K | 0.01% | 256 |
|
|
2023
Q1 | $744K | Sell |
9,650
-20,176
| -68% | -$1.56M | ﹤0.01% | 301 |
|
|
2022
Q4 | $2.49M | Buy |
29,826
+7,826
| +36% | +$654K | 0.02% | 266 |
|
|
2022
Q3 | $1.73M | Sell |
22,000
-2,225
| -9% | -$174K | 0.01% | 371 |
|
|
2022
Q2 | $1.88M | Sell |
24,225
-58,595
| -71% | -$4.54M | 0.01% | 334 |
|
|
2022
Q1 | $7.02M | Buy |
+82,820
| New | +$7.02M | 0.02% | 163 |
|
|
2021
Q4 | – | Sell |
-138,916
| Closed | -$10.9M | – | 996 |
|
|
2021
Q3 | $10.9M | Buy |
138,916
+4,119
| +3% | +$323K | 0.02% | 126 |
|
|
2021
Q2 | $9.88M | Buy |
134,797
+94,088
| +231% | +$6.89M | 0.02% | 92 |
|
|
2021
Q1 | $3.08M | Buy |
+40,709
| New | +$3.08M | 0.01% | 141 |
|
|
2020
Q4 | – | Sell |
-10,748
| Closed | -$746K | – | 723 |
|
|
2020
Q3 | $746K | Buy |
+10,748
| New | +$746K | ﹤0.01% | 229 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 491 |
|
|
2020
Q1 | – | Sell |
-28,408
| Closed | -$1.72M | – | 477 |
|
|
2019
Q4 | $1.72M | Buy |
28,408
+14,460
| +104% | +$876K | 0.01% | 200 |
|
|
2019
Q3 | $812K | Buy |
+13,948
| New | +$812K | 0.01% | 211 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 534 |
|
|
2019
Q1 | – | Sell |
-4,160
| Closed | -$181K | – | 494 |
|
|
2018
Q4 | $181K | Sell |
4,160
-8,076
| -66% | -$351K | ﹤0.01% | 288 |
|
|
2018
Q3 | $513K | Sell |
12,236
-4,608
| -27% | -$193K | 0.01% | 229 |
|
|
2018
Q2 | $703K | Buy |
+16,844
| New | +$703K | 0.01% | 212 |
|
|
2017
Q2 | – | Sell |
-87,280
| Closed | -$2.8M | – | 711 |
|
|
2017
Q1 | $2.8M | Sell |
87,280
-86,480
| -50% | -$2.78M | 0.07% | 154 |
|
|
2016
Q4 | $5.19M | Buy |
+173,760
| New | +$5.19M | 0.16% | 79 |
|
|
2016
Q2 | – | Sell |
-153,440
| Closed | -$4.54M | – | 707 |
|
|
2016
Q1 | $4.54M | Buy |
+153,440
| New | +$4.54M | 0.14% | 72 |
|
|
2015
Q4 | – | Sell |
-30,400
| Closed | -$741K | – | 417 |
|
|
2015
Q3 | $741K | Buy |
+30,400
| New | +$741K | 0.02% | 132 |
|