Charter Oak 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 | $873K | Sell |
12,577
-539
| -4% | -$37.4K | 0.07% | 85 |
|
|
2025
Q1 | $930K | Buy |
13,116
+45
| +0.3% | +$3.19K | 0.09% | 78 |
|
|
2024
Q4 | $937K | Sell |
13,071
-408
| -3% | -$29.2K | 0.09% | 75 |
|
|
2024
Q3 | $1.14M | Buy |
13,479
+23
| +0.2% | +$1.94K | 0.11% | 68 |
|
|
2024
Q2 | $953K | Sell |
13,456
-707
| -5% | -$50.1K | 0.1% | 70 |
|
|
2024
Q1 | $905K | Buy |
14,163
+926
| +7% | +$59.2K | 0.1% | 75 |
|
|
2023
Q4 | $804K | Sell |
13,237
-97
| -0.7% | -$5.89K | 0.1% | 74 |
|
|
2023
Q3 | $764K | Sell |
13,334
-320
| -2% | -$18.3K | 0.1% | 75 |
|
|
2023
Q2 | $1.01M | Buy |
13,654
+180
| +1% | +$13.4K | 0.13% | 68 |
|
|
2023
Q1 | $1.04M | Buy |
13,474
+130
| +1% | +$10K | 0.14% | 64 |
|
|
2022
Q4 | $1.12M | Buy |
13,344
+31
| +0.2% | +$2.59K | 0.17% | 61 |
|
|
2022
Q3 | $1.04M | Buy |
13,313
+696
| +6% | +$54.6K | 0.17% | 58 |
|
|
2022
Q2 | $977K | Buy |
12,617
+1
| +0% | +$77 | 0.13% | 66 |
|
|
2022
Q1 | $1.07M | Buy |
12,616
+1,300
| +11% | +$110K | 0.13% | 71 |
|
|
2021
Q4 | $1.06M | Sell |
11,316
-349
| -3% | -$32.6K | 0.12% | 69 |
|
|
2021
Q3 | $916K | Buy |
11,665
+1,377
| +13% | +$108K | 0.11% | 78 |
|
|
2021
Q2 | $754K | Sell |
10,288
-49
| -0.5% | -$3.59K | 0.1% | 90 |
|
|
2021
Q1 | $782K | Hold |
10,337
| – | – | 0.11% | 87 |
|
|
2020
Q4 | $797K | Buy |
+10,337
| New | +$797K | 0.12% | 81 |
|