Chilton 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 | $192K | Sell |
2,760
-555
| -17% | -$38.5K | 0.01% | 224 |
|
|
2025
Q1 | $235K | Buy |
3,315
+252
| +8% | +$17.9K | 0.01% | 206 |
|
|
2024
Q4 | $220K | Sell |
3,063
-25
| -0.8% | -$1.79K | 0.01% | 215 |
|
|
2024
Q3 | $261K | Buy |
3,088
+81
| +3% | +$6.85K | 0.01% | 200 |
|
|
2024
Q2 | $213K | Sell |
3,007
-33
| -1% | -$2.34K | 0.01% | 224 |
|
|
2024
Q1 | $194K | Buy |
3,040
+105
| +4% | +$6.71K | 0.01% | 242 |
|
|
2023
Q4 | $178K | Buy |
2,935
+51
| +2% | +$3.1K | 0.01% | 246 |
|
|
2023
Q3 | $165K | Sell |
2,884
-640
| -18% | -$36.7K | 0.01% | 228 |
|
|
2023
Q2 | $261K | Buy |
3,524
+640
| +22% | +$47.5K | 0.01% | 197 |
|
|
2023
Q1 | $222K | Hold |
2,884
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $241K | Hold |
2,884
| – | – | 0.02% | 210 |
|
|
2022
Q3 | $226K | Sell |
2,884
-16
| -0.6% | -$1.25K | 0.02% | 203 |
|
|
2022
Q2 | $225K | Hold |
2,900
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $246K | Hold |
2,900
| – | – | 0.01% | 205 |
|
|
2021
Q4 | $271K | Hold |
2,900
| – | – | 0.01% | 203 |
|
|
2021
Q3 | $228K | Sell |
2,900
-31
| -1% | -$2.44K | 0.01% | 197 |
|
|
2021
Q2 | $215K | Buy |
2,931
+140
| +5% | +$10.3K | 0.01% | 197 |
|
|
2021
Q1 | $211K | Buy |
2,791
+31
| +1% | +$2.34K | 0.01% | 185 |
|
|
2020
Q4 | $213K | Buy |
+2,760
| New | +$213K | 0.02% | 170 |
|
|
2014
Q1 | – | Sell |
-2,268
| Closed | -$48.5K | – | 245 |
|
|
2013
Q4 | $48.5K | Hold |
2,268
| – | – | 0.01% | 257 |
|
|
2013
Q3 | $45.5K | Buy |
2,268
+888
| +64% | +$17.8K | 0.01% | 256 |
|
|
2013
Q2 | $28K | Buy |
+1,380
| New | +$28K | ﹤0.01% | 284 |
|