Costello 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 | $802K | Buy |
11,551
+7
| +0.1% | +$486 | 0.3% | 47 |
|
|
2025
Q1 | $818K | Buy |
11,544
+9,155
| +383% | +$649K | 0.33% | 46 |
|
|
2024
Q4 | $171K | Hold |
2,389
| – | – | 0.11% | 64 |
|
|
2024
Q3 | $202K | Sell |
2,389
-4,880
| -67% | -$413K | 0.14% | 62 |
|
|
2024
Q2 | $515K | Sell |
7,269
-875
| -11% | -$62K | 0.38% | 41 |
|
|
2024
Q1 | $520K | Sell |
8,144
-455
| -5% | -$29.1K | 0.37% | 43 |
|
|
2023
Q4 | $522K | Sell |
8,599
-15,291
| -64% | -$929K | 0.43% | 40 |
|
|
2023
Q3 | $1.37M | Sell |
23,890
-4,536
| -16% | -$260K | 1.26% | 27 |
|
|
2023
Q2 | $2.11M | Buy |
28,426
+13,630
| +92% | +$1.01M | 1.81% | 20 |
|
|
2023
Q1 | $1.14M | Buy |
14,796
+8,531
| +136% | +$658K | 1.17% | 27 |
|
|
2022
Q4 | $524K | Buy |
6,265
+100
| +2% | +$8.36K | 0.47% | 39 |
|
|
2022
Q3 | $483K | Sell |
6,165
-2,446
| -28% | -$192K | 0.46% | 41 |
|
|
2022
Q2 | $667K | Buy |
8,611
+715
| +9% | +$55.4K | 0.58% | 38 |
|
|
2022
Q1 | $669K | Sell |
7,896
-810
| -9% | -$68.6K | 0.46% | 42 |
|
|
2021
Q4 | $813K | Sell |
8,706
-1,165
| -12% | -$109K | 0.5% | 42 |
|
|
2021
Q3 | $775K | Sell |
9,871
-639
| -6% | -$50.2K | 0.5% | 41 |
|
|
2021
Q2 | $770K | Buy |
10,510
+4,665
| +80% | +$342K | 0.5% | 41 |
|
|
2021
Q1 | $442K | Buy |
5,845
+4,636
| +383% | +$351K | 0.31% | 52 |
|
|
2020
Q4 | $93K | Buy |
1,209
+1,125
| +1,339% | +$86.5K | 0.07% | 77 |
|
|
2020
Q3 | $6K | Hold |
84
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 188 |
|