Carderock Capital 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 | $65.9K | Buy |
+950
| New | +$65.9K | 0.02% | 105 |
|
|
2023
Q2 | – | Sell |
-11,270
| Closed | -$869K | – | 98 |
|
|
2023
Q1 | $869K | Sell |
11,270
-32,124
| -74% | -$2.48M | 0.3% | 51 |
|
|
2022
Q4 | $3.63M | Sell |
43,394
-5,595
| -11% | -$468K | 1.5% | 32 |
|
|
2022
Q3 | $3.84M | Buy |
48,989
+13,182
| +37% | +$1.03M | 1.96% | 20 |
|
|
2022
Q2 | $2.77M | Buy |
35,807
+784
| +2% | +$60.7K | 1.16% | 43 |
|
|
2022
Q1 | $2.97M | Sell |
35,023
-8,585
| -20% | -$727K | 0.96% | 47 |
|
|
2021
Q4 | $4.07M | Buy |
43,608
+3,042
| +7% | +$284K | 0.98% | 44 |
|
|
2021
Q3 | $3.19M | Buy |
40,566
+1,036
| +3% | +$81.3K | 0.9% | 44 |
|
|
2021
Q2 | $2.9M | Buy |
39,530
+434
| +1% | +$31.8K | 0.79% | 46 |
|
|
2021
Q1 | $2.96M | Buy |
39,096
+183
| +0.5% | +$13.8K | 0.88% | 48 |
|
|
2020
Q4 | $3M | Buy |
38,913
+101
| +0.3% | +$7.79K | 0.91% | 46 |
|
|
2020
Q3 | $2.69M | Sell |
38,812
-756
| -2% | -$52.5K | 0.91% | 46 |
|
|
2020
Q2 | $2.38M | Buy |
39,568
+3,140
| +9% | +$189K | 0.88% | 46 |
|
|
2020
Q1 | $2.19M | Sell |
36,428
-180
| -0.5% | -$10.8K | 1% | 44 |
|
|
2019
Q4 | $2.22M | Buy |
36,608
+292
| +0.8% | +$17.7K | 0.74% | 49 |
|
|
2019
Q3 | $2.12M | Sell |
36,316
-1,036
| -3% | -$60.3K | 0.78% | 49 |
|
|
2019
Q2 | $1.91M | Buy |
37,352
+1,624
| +5% | +$83.2K | 0.72% | 51 |
|
|
2019
Q1 | $1.73M | Buy |
35,728
+19,712
| +123% | +$953K | 0.7% | 51 |
|
|
2018
Q4 | $696K | Sell |
16,016
-24
| -0.1% | -$1.04K | 0.36% | 55 |
|
|
2018
Q3 | $672K | Sell |
16,040
-68
| -0.4% | -$2.85K | 0.27% | 65 |
|
|
2018
Q2 | $673K | Buy |
16,108
+2,064
| +15% | +$86.2K | 0.29% | 64 |
|
|
2018
Q1 | $573K | Sell |
14,044
-1,872
| -12% | -$76.4K | 0.25% | 65 |
|
|
2017
Q4 | $621K | Sell |
15,916
-112
| -0.7% | -$4.37K | 0.27% | 63 |
|
|
2017
Q3 | $587K | Sell |
16,028
-1,172
| -7% | -$42.9K | 0.26% | 62 |
|
|
2017
Q2 | $603K | Sell |
17,200
-160
| -0.9% | -$5.61K | 0.27% | 64 |
|
|
2017
Q1 | $557K | Sell |
17,360
-1,932
| -10% | -$62K | 0.26% | 65 |
|
|
2016
Q4 | $576K | Sell |
19,292
-1,108
| -5% | -$33.1K | 0.29% | 60 |
|
|
2016
Q3 | $624K | Buy |
20,400
+2,124
| +12% | +$65K | 0.31% | 61 |
|
|
2016
Q2 | $596K | Sell |
18,276
-2,188
| -11% | -$71.4K | 0.32% | 60 |
|
|
2016
Q1 | $605K | Sell |
20,464
-812
| -4% | -$24K | 0.31% | 60 |
|
|
2015
Q4 | $553K | Sell |
21,276
-236
| -1% | -$6.13K | 0.29% | 64 |
|
|
2015
Q3 | $525K | Sell |
21,512
-172
| -0.8% | -$4.2K | 0.29% | 59 |
|
|
2015
Q2 | $531K | Sell |
21,684
-13,812
| -39% | -$338K | 0.27% | 65 |
|
|
2015
Q1 | $923K | Sell |
35,496
-14,976
| -30% | -$389K | 0.45% | 57 |
|
|
2014
Q4 | $1.34M | Sell |
50,472
-800
| -2% | -$21.3K | 0.66% | 49 |
|
|
2014
Q3 | $1.2M | Sell |
51,272
-684
| -1% | -$16K | 0.62% | 51 |
|
|
2014
Q2 | $1.33M | Sell |
51,956
-2,700
| -5% | -$69.2K | 0.69% | 54 |
|
|
2014
Q1 | $1.31M | Sell |
54,656
-1,116
| -2% | -$26.7K | 0.66% | 52 |
|
|
2013
Q4 | $1.19M | Sell |
55,772
-420
| -0.7% | -$8.99K | 0.63% | 55 |
|
|
2013
Q3 | $1.13M | Buy |
56,192
+4
| +0% | +$80 | 0.65% | 55 |
|
|
2013
Q2 | $1.15M | Buy |
+56,188
| New | +$1.15M | 0.68% | 52 |
|