Colonial River Investments’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 | $551K | Buy |
7,379
+517
| +8% | +$38.6K | 0.24% | 93 |
|
|
2025
Q1 | $486K | Buy |
6,862
+2,969
| +76% | +$210K | 0.27% | 86 |
|
|
2024
Q4 | $279K | Sell |
3,893
-435
| -10% | -$31.2K | 0.14% | 153 |
|
|
2024
Q3 | $366K | Hold |
4,328
| – | – | 0.18% | 128 |
|
|
2024
Q2 | $306K | Sell |
4,328
-15
| -0.3% | -$1.06K | 0.16% | 112 |
|
|
2024
Q1 | $278K | Sell |
4,343
-66
| -1% | -$4.22K | 0.16% | 125 |
|
|
2023
Q4 | $268K | Sell |
4,409
-401
| -8% | -$24.4K | 0.16% | 153 |
|
|
2023
Q3 | $276K | Sell |
4,810
-1,059
| -18% | -$60.7K | 0.18% | 124 |
|
|
2023
Q2 | $435K | Sell |
5,869
-50
| -0.8% | -$3.71K | 0.29% | 97 |
|
|
2023
Q1 | $456K | Sell |
5,919
-513
| -8% | -$39.5K | 0.27% | 97 |
|
|
2022
Q4 | $538K | Buy |
6,432
+142
| +2% | +$11.9K | 0.34% | 78 |
|
|
2022
Q3 | $493K | Sell |
6,290
-316
| -5% | -$24.8K | 0.34% | 83 |
|
|
2022
Q2 | $512K | Sell |
6,606
-240
| -4% | -$18.6K | 0.34% | 86 |
|
|
2022
Q1 | $580K | Buy |
6,846
+317
| +5% | +$26.9K | 0.34% | 92 |
|
|
2021
Q4 | $610K | Buy |
+6,529
| New | +$610K | 0.33% | 89 |
|
|
2021
Q3 | – | Sell |
-3,334
| Closed | -$244K | – | 135 |
|
|
2021
Q2 | $244K | Buy |
3,334
+86
| +3% | +$6.29K | 0.17% | 137 |
|
|
2021
Q1 | $246K | Sell |
3,248
-190
| -6% | -$14.4K | 0.2% | 122 |
|
|
2020
Q4 | $288 | Buy |
+3,438
| New | +$288 | 0.13% | 104 |
|