Caption Management’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 | – | Sell |
-111,824
| Closed | -$7.93M | – | 842 |
|
|
2025
Q1 | $7.93M | Buy |
111,824
+55,824
| +100% | +$3.96M | 0.08% | 23 |
|
|
2024
Q4 | $4.01M | Buy |
56,000
+41,800
| +294% | +$3M | 0.04% | 53 |
|
|
2024
Q3 | $1.2M | Sell |
14,200
-67,100
| -83% | -$5.67M | 0.02% | 150 |
|
|
2024
Q2 | $5.76M | Buy |
81,300
+14,112
| +21% | +$999K | 0.09% | 22 |
|
|
2024
Q1 | $4.29M | Sell |
67,188
-178,412
| -73% | -$11.4M | 0.07% | 33 |
|
|
2023
Q4 | $14.9M | Sell |
245,600
-15,800
| -6% | -$960K | 0.2% | 10 |
|
|
2023
Q3 | $15M | Buy |
261,400
+206,258
| +374% | +$11.8M | 0.23% | 8 |
|
|
2023
Q2 | $4.09M | Buy |
55,142
+31,881
| +137% | +$2.37M | 0.07% | 33 |
|
|
2023
Q1 | $1.79M | Buy |
23,261
+6,667
| +40% | +$514K | 0.03% | 68 |
|
|
2022
Q4 | $1.39M | Buy |
16,594
+10,394
| +168% | +$869K | 0.02% | 105 |
|
|
2022
Q3 | $487K | Buy |
+6,200
| New | +$487K | 0.01% | 229 |
|
|
2022
Q2 | – | Sell |
-23,000
| Closed | -$1.95M | – | 782 |
|
|
2022
Q1 | $1.95M | Buy |
+23,000
| New | +$1.95M | 0.02% | 166 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 825 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 785 |
|
|
2021
Q2 | – | Sell |
-120,000
| Closed | -$9.07M | – | 688 |
|
|
2021
Q1 | $9.07M | Buy |
+120,000
| New | +$9.07M | 0.2% | 14 |
|
|
2019
Q2 | – | Sell |
-80,000
| Closed | -$3.87M | – | 379 |
|
|
2019
Q1 | $3.87M | Buy |
+80,000
| New | +$3.87M | 0.21% | 15 |
|