Chelsea Counsel Company’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 | $342K | Hold |
4,920
| – | – | 0.17% | 84 |
|
2025
Q1 | $349K | Hold |
4,920
| – | – | 0.19% | 79 |
|
2024
Q4 | $353K | Hold |
4,920
| – | – | 0.18% | 78 |
|
2024
Q3 | $416K | Hold |
4,920
| – | – | 0.21% | 75 |
|
2024
Q2 | $348K | Hold |
4,920
| – | – | 0.17% | 81 |
|
2024
Q1 | $314K | Sell |
4,920
-3,133
| -39% | -$200K | 0.18% | 74 |
|
2023
Q4 | $489K | Sell |
8,053
-1,117
| -12% | -$67.8K | 0.26% | 68 |
|
2023
Q3 | $525K | Sell |
9,170
-1,000
| -10% | -$57.3K | 0.27% | 67 |
|
2023
Q2 | $755K | Hold |
10,170
| – | – | 0.37% | 54 |
|
2023
Q1 | $784K | Hold |
10,170
| – | – | 0.38% | 56 |
|
2022
Q4 | $850K | Sell |
10,170
-8,400
| -45% | -$702K | 0.42% | 53 |
|
2022
Q3 | $1.46M | Sell |
18,570
-1,979
| -10% | -$155K | 0.9% | 29 |
|
2022
Q2 | $1.59M | Sell |
20,549
-950
| -4% | -$73.6K | 0.82% | 32 |
|
2022
Q1 | $1.82M | Hold |
21,499
| – | – | 0.8% | 33 |
|
2021
Q4 | $2.01M | Sell |
21,499
-490
| -2% | -$45.7K | 0.87% | 30 |
|
2021
Q3 | $1.73M | Hold |
21,989
| – | – | 0.79% | 34 |
|
2021
Q2 | $1.61M | Sell |
21,989
-90
| -0.4% | -$6.59K | 0.74% | 36 |
|
2021
Q1 | $1.67M | Buy |
22,079
+200
| +0.9% | +$15.1K | 0.83% | 36 |
|
2020
Q4 | $1.69M | Sell |
21,879
-213
| -1% | -$16.4K | 0.87% | 33 |
|
2020
Q3 | $1.53M | Buy |
22,092
+36
| +0.2% | +$2.5K | 0.91% | 35 |
|
2020
Q2 | $1.33M | Buy |
22,056
+836
| +4% | +$50.2K | 0.82% | 36 |
|
2020
Q1 | $1.28M | Buy |
21,220
+1,060
| +5% | +$63.8K | 1% | 32 |
|
2019
Q4 | $1.22M | Sell |
20,160
-560
| -3% | -$33.9K | 0.74% | 39 |
|
2019
Q3 | $1.21M | Sell |
20,720
-14,800
| -42% | -$862K | 0.73% | 38 |
|
2019
Q2 | $1.82M | Hold |
35,520
| – | – | 0.97% | 28 |
|
2019
Q1 | $1.72M | Hold |
35,520
| – | – | 0.92% | 32 |
|
2018
Q4 | $1.54M | Hold |
35,520
| – | – | 0.94% | 31 |
|
2018
Q3 | $1.49M | Buy |
35,520
+7,800
| +28% | +$327K | 0.78% | 36 |
|
2018
Q2 | $1.16M | Sell |
27,720
-7,600
| -22% | -$317K | 0.69% | 43 |
|
2018
Q1 | $1.44M | Hold |
35,320
| – | – | 0.93% | 31 |
|
2017
Q4 | $1.38M | Buy |
35,320
+800
| +2% | +$31.2K | 0.74% | 34 |
|
2017
Q3 | $1.27M | Buy |
34,520
+1,040
| +3% | +$38.1K | 0.63% | 36 |
|
2017
Q2 | $1.17M | Hold |
33,480
| – | – | 0.61% | 39 |
|
2017
Q1 | $1.07M | Hold |
33,480
| – | – | 0.55% | 41 |
|
2016
Q4 | $1M | Sell |
33,480
-3,600
| -10% | -$108K | 0.53% | 45 |
|
2016
Q3 | $1.13M | Hold |
37,080
| – | – | 0.58% | 39 |
|
2016
Q2 | $1.21M | Hold |
37,080
| – | – | 0.55% | 43 |
|
2016
Q1 | $1.1M | Hold |
37,080
| – | – | 0.35% | 53 |
|
2015
Q4 | $963K | Sell |
37,080
-1,600
| -4% | -$41.6K | 0.29% | 56 |
|
2015
Q3 | $944K | Hold |
38,680
| – | – | 0.22% | 61 |
|
2015
Q2 | $948K | Sell |
38,680
-240
| -0.6% | -$5.88K | 0.21% | 61 |
|
2015
Q1 | $1.01M | Hold |
38,920
| – | – | 0.22% | 57 |
|
2014
Q4 | $1.03M | Hold |
38,920
| – | – | 0.21% | 57 |
|
2014
Q3 | $913K | Hold |
38,920
| – | – | 0.18% | 61 |
|
2014
Q2 | $997K | Hold |
38,920
| – | – | 0.19% | 60 |
|
2014
Q1 | $931K | Buy |
38,920
+10,400
| +36% | +$249K | 0.19% | 61 |
|
2013
Q4 | $610K | Sell |
28,520
-10,400
| -27% | -$222K | 0.14% | 64 |
|
2013
Q3 | $780K | Buy |
38,920
+10,400
| +36% | +$208K | 0.16% | 65 |
|
2013
Q2 | $581K | Buy |
+28,520
| New | +$581K | 0.15% | 63 |
|