Carret Asset 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 | $1.1M | Sell |
15,914
-49
| -0.3% | -$3.4K | 0.12% | 143 |
|
|
2025
Q1 | $1.13M | Buy |
15,963
+1
| +0% | +$71 | 0.13% | 138 |
|
|
2024
Q4 | $1.14M | Sell |
15,962
-599
| -4% | -$42.9K | 0.13% | 135 |
|
|
2024
Q3 | $1.4M | Sell |
16,561
-198
| -1% | -$16.7K | 0.15% | 127 |
|
|
2024
Q2 | $1.19M | Sell |
16,759
-599
| -3% | -$42.4K | 0.14% | 132 |
|
|
2024
Q1 | $1.11M | Buy |
17,358
+731
| +4% | +$46.7K | 0.13% | 136 |
|
|
2023
Q4 | $1.01M | Sell |
16,627
-129
| -0.8% | -$7.84K | 0.13% | 139 |
|
|
2023
Q3 | $960K | Buy |
16,756
+352
| +2% | +$20.2K | 0.13% | 138 |
|
|
2023
Q2 | $1.22M | Buy |
16,404
+101
| +0.6% | +$7.49K | 0.16% | 127 |
|
|
2023
Q1 | $1.26M | Sell |
16,303
-499
| -3% | -$38.5K | 0.17% | 127 |
|
|
2022
Q4 | $1.41M | Sell |
16,802
-49
| -0.3% | -$4.1K | 0.19% | 121 |
|
|
2022
Q3 | $1.32M | Hold |
16,851
| – | – | 0.2% | 119 |
|
|
2022
Q2 | $1.31M | Sell |
16,851
-211
| -1% | -$16.3K | 0.18% | 128 |
|
|
2022
Q1 | $1.45M | Buy |
17,062
+223
| +1% | +$18.9K | 0.17% | 132 |
|
|
2021
Q4 | $1.57M | Sell |
16,839
-49
| -0.3% | -$4.57K | 0.17% | 125 |
|
|
2021
Q3 | $1.33M | Sell |
16,888
-400
| -2% | -$31.4K | 0.16% | 129 |
|
|
2021
Q2 | $1.27M | Sell |
17,288
-335
| -2% | -$24.6K | 0.15% | 135 |
|
|
2021
Q1 | $1.33M | Sell |
17,623
-849
| -5% | -$64.2K | 0.17% | 128 |
|
|
2020
Q4 | $1.43M | Buy |
18,472
+300
| +2% | +$23.1K | 0.19% | 116 |
|
|
2020
Q3 | $1.26M | Buy |
18,172
+604
| +3% | +$41.9K | 0.19% | 112 |
|
|
2020
Q2 | $1.06M | Buy |
17,568
+1,880
| +12% | +$113K | 0.17% | 117 |
|
|
2020
Q1 | $944K | Sell |
15,688
-800
| -5% | -$48.1K | 0.18% | 113 |
|
|
2019
Q4 | $998K | Buy |
16,488
+800
| +5% | +$48.4K | 0.15% | 131 |
|
|
2019
Q3 | $914K | Sell |
15,688
-396
| -2% | -$23.1K | 0.15% | 134 |
|
|
2019
Q2 | $824K | Sell |
16,084
-1,200
| -7% | -$61.5K | 0.13% | 135 |
|
|
2019
Q1 | $835K | Buy |
17,284
+100
| +0.6% | +$4.83K | 0.14% | 134 |
|
|
2018
Q4 | $747K | Sell |
17,184
-648
| -4% | -$28.2K | 0.13% | 134 |
|
|
2018
Q3 | $747K | Buy |
17,832
+128
| +0.7% | +$5.36K | 0.12% | 146 |
|
|
2018
Q2 | $739K | Sell |
17,704
-1,500
| -8% | -$62.6K | 0.12% | 143 |
|
|
2018
Q1 | $784K | Sell |
19,204
-52
| -0.3% | -$2.12K | 0.13% | 140 |
|
|
2017
Q4 | $752K | Buy |
19,256
+1,128
| +6% | +$44.1K | 0.12% | 143 |
|
|
2017
Q3 | $664K | Hold |
18,128
| – | – | 0.11% | 152 |
|
|
2017
Q2 | $635K | Sell |
18,128
-940
| -5% | -$32.9K | 0.11% | 152 |
|
|
2017
Q1 | $612K | Buy |
19,068
+800
| +4% | +$25.7K | 0.11% | 147 |
|
|
2016
Q4 | $546K | Buy |
18,268
+5,200
| +40% | +$155K | 0.1% | 155 |
|
|
2016
Q3 | $400K | Buy |
13,068
+1,800
| +16% | +$55.1K | 0.07% | 175 |
|
|
2016
Q2 | $367K | Hold |
11,268
| – | – | 0.07% | 179 |
|
|
2016
Q1 | $333K | Sell |
11,268
-148
| -1% | -$4.37K | 0.07% | 176 |
|
|
2015
Q4 | $297K | Sell |
11,416
-252
| -2% | -$6.56K | 0.06% | 190 |
|
|
2015
Q3 | $285K | Hold |
11,668
| – | – | 0.06% | 196 |
|
|
2015
Q2 | $286K | Sell |
11,668
-1,224
| -9% | -$30K | 0.06% | 207 |
|
|
2015
Q1 | $335K | Sell |
12,892
-12,836
| -50% | -$334K | 0.07% | 198 |
|
|
2014
Q4 | $684K | Buy |
25,728
+900
| +4% | +$23.9K | 0.13% | 145 |
|
|
2014
Q3 | $583K | Hold |
24,828
| – | – | 0.11% | 157 |
|
|
2014
Q2 | $636K | Sell |
24,828
-400
| -2% | -$10.2K | 0.12% | 149 |
|
|
2014
Q1 | $603K | Hold |
25,228
| – | – | 0.12% | 150 |
|
|
2013
Q4 | $540K | Hold |
25,228
| – | – | 0.11% | 154 |
|
|
2013
Q3 | $506K | Buy |
25,228
+264
| +1% | +$5.3K | 0.11% | 157 |
|
|
2013
Q2 | $509K | Buy |
+24,964
| New | +$509K | 0.11% | 184 |
|