Childress Capital Advisors’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 | $398K | Buy |
5,737
+988
| +21% | +$68.6K | 0.1% | 149 |
|
2025
Q1 | $337K | Sell |
4,749
-402
| -8% | -$28.5K | 0.1% | 153 |
|
2024
Q4 | $369K | Sell |
5,151
-51
| -1% | -$3.66K | 0.1% | 134 |
|
2024
Q3 | $440K | Sell |
5,202
-31
| -0.6% | -$2.62K | 0.12% | 128 |
|
2024
Q2 | $371K | Buy |
5,233
+327
| +7% | +$23.2K | 0.1% | 129 |
|
2024
Q1 | $314K | Sell |
4,906
-450
| -8% | -$28.8K | 0.09% | 142 |
|
2023
Q4 | $325K | Buy |
+5,356
| New | +$325K | 0.1% | 132 |
|
2023
Q1 | – | Sell |
-7,739
| Closed | -$647K | – | 142 |
|
2022
Q4 | $647K | Buy |
7,739
+253
| +3% | +$21.2K | 0.21% | 73 |
|
2022
Q3 | $591K | Buy |
7,486
+106
| +1% | +$8.37K | 0.23% | 75 |
|
2022
Q2 | $572K | Buy |
7,380
+112
| +2% | +$8.68K | 0.23% | 74 |
|
2022
Q1 | $614K | Buy |
7,268
+2,050
| +39% | +$173K | 0.21% | 83 |
|
2021
Q4 | $487K | Buy |
5,218
+265
| +5% | +$24.7K | 0.2% | 87 |
|
2021
Q3 | $394K | Buy |
4,953
+951
| +24% | +$75.7K | 0.16% | 119 |
|
2021
Q2 | $293K | Buy |
+4,002
| New | +$293K | 0.13% | 117 |
|
2021
Q1 | – | Sell |
-1,659
| Closed | -$128K | – | 667 |
|
2020
Q4 | $128K | Buy |
+1,659
| New | +$128K | 0.07% | 124 |
|