Clear Creek Financial 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 | $1.44M | Buy |
20,680
+1,458
| +8% | +$101K | 0.14% | 169 |
|
|
2025
Q1 | $1.36M | Buy |
19,222
+3,041
| +19% | +$216K | 0.14% | 148 |
|
|
2024
Q4 | $1.16M | Buy |
16,181
+4,629
| +40% | +$332K | 0.13% | 166 |
|
|
2024
Q3 | $976K | Sell |
11,552
-249
| -2% | -$21K | 0.11% | 173 |
|
|
2024
Q2 | $836K | Buy |
11,801
+633
| +6% | +$44.8K | 0.1% | 182 |
|
|
2024
Q1 | $714K | Buy |
11,168
+1,300
| +13% | +$83.1K | 0.09% | 191 |
|
|
2023
Q4 | $599K | Sell |
9,868
-186
| -2% | -$11.3K | 0.1% | 173 |
|
|
2023
Q3 | $576K | Buy |
10,054
+3,186
| +46% | +$183K | 0.1% | 152 |
|
|
2023
Q2 | $510K | Buy |
6,868
+136
| +2% | +$10.1K | 0.09% | 171 |
|
|
2023
Q1 | $519K | Sell |
6,732
-78
| -1% | -$6.01K | 0.1% | 153 |
|
|
2022
Q4 | $569K | Sell |
6,810
-20
| -0.3% | -$1.67K | 0.13% | 139 |
|
|
2022
Q3 | $536K | Sell |
6,830
-394
| -5% | -$30.9K | 0.12% | 141 |
|
|
2022
Q2 | $560K | Buy |
7,224
+1,534
| +27% | +$119K | 0.12% | 142 |
|
|
2022
Q1 | $482K | Buy |
5,690
+551
| +11% | +$46.7K | 0.08% | 195 |
|
|
2021
Q4 | $480K | Buy |
5,139
+218
| +4% | +$20.4K | 0.07% | 188 |
|
|
2021
Q3 | $386K | Buy |
4,921
+375
| +8% | +$29.4K | 0.06% | 211 |
|
|
2021
Q2 | $333K | Buy |
+4,546
| New | +$333K | 0.05% | 220 |
|
|
2021
Q1 | – | Sell |
-3,534
| Closed | -$272K | – | 184 |
|
|
2020
Q4 | $272K | Buy |
+3,534
| New | +$272K | 0.05% | 248 |
|
|
2020
Q3 | – | Sell |
-3,756
| Closed | -$225K | – | 199 |
|
|
2020
Q2 | $225K | Buy |
+3,756
| New | +$225K | 0.06% | 214 |
|