Close Asset 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 | $215K | Sell |
3,092
-8,758
| -74% | -$609K | 0.01% | 120 |
|
|
2025
Q1 | $840K | Buy |
11,850
+2,307
| +24% | +$164K | 0.02% | 84 |
|
|
2024
Q4 | $684K | Hold |
9,543
| – | – | 0.02% | 90 |
|
|
2024
Q3 | $807K | Buy |
9,543
+317
| +3% | +$26.8K | 0.02% | 84 |
|
|
2024
Q2 | $653K | Sell |
9,226
-1,232
| -12% | -$87.2K | 0.02% | 87 |
|
|
2024
Q1 | $668K | Sell |
10,458
-6,838
| -40% | -$437K | 0.02% | 84 |
|
|
2023
Q4 | $1.05M | Sell |
17,296
-4,101
| -19% | -$249K | 0.04% | 66 |
|
|
2023
Q3 | $1.23M | Buy |
21,397
+7,019
| +49% | +$402K | 0.06% | 64 |
|
|
2023
Q2 | $1.07M | Buy |
14,378
+5,120
| +55% | +$380K | 0.05% | 71 |
|
|
2023
Q1 | $713K | Buy |
9,258
+8,688
| +1,524% | +$669K | 0.04% | 73 |
|
|
2022
Q4 | $48K | Hold |
570
| – | – | ﹤0.01% | 131 |
|
|
2022
Q3 | $45K | Hold |
570
| – | – | ﹤0.01% | 126 |
|
|
2022
Q2 | $44K | Hold |
570
| – | – | ﹤0.01% | 126 |
|
|
2022
Q1 | $53K | Hold |
570
| – | – | ﹤0.01% | 123 |
|
|
2021
Q4 | $53K | Hold |
570
| – | – | ﹤0.01% | 123 |
|
|
2021
Q3 | $45K | Hold |
570
| – | – | ﹤0.01% | 131 |
|
|
2021
Q2 | $42K | Buy |
570
+270
| +90% | +$19.9K | ﹤0.01% | 135 |
|
|
2021
Q1 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 156 |
|