Courier Capital’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 | $1.54M | Buy |
22,253
+1,379
| +7% | +$95.7K | 0.09% | 180 |
|
2025
Q1 | $1.48M | Buy |
20,874
+65
| +0.3% | +$4.61K | 0.1% | 169 |
|
2024
Q4 | $1.49M | Sell |
20,809
-6,851
| -25% | -$491K | 0.1% | 163 |
|
2024
Q3 | $2.34M | Buy |
27,660
+2,540
| +10% | +$215K | 0.16% | 124 |
|
2024
Q2 | $1.78M | Sell |
25,120
-2,024
| -7% | -$143K | 0.14% | 123 |
|
2024
Q1 | $1.73M | Sell |
27,144
-3,126
| -10% | -$200K | 0.13% | 141 |
|
2023
Q4 | $1.84M | Buy |
30,270
+2,404
| +9% | +$146K | 0.14% | 135 |
|
2023
Q3 | $1.6M | Sell |
27,866
-4,930
| -15% | -$282K | 0.13% | 143 |
|
2023
Q2 | $2.43M | Buy |
32,796
+27,362
| +504% | +$2.03M | 0.19% | 111 |
|
2023
Q1 | $419K | Hold |
5,434
| – | – | 0.05% | 199 |
|
2022
Q4 | $454K | Sell |
5,434
-487
| -8% | -$40.7K | 0.05% | 189 |
|
2022
Q3 | $464K | Buy |
5,921
+592
| +11% | +$46.4K | 0.06% | 174 |
|
2022
Q2 | $413K | Sell |
5,329
-3,240
| -38% | -$251K | 0.05% | 192 |
|
2022
Q1 | $726K | Hold |
8,569
| – | – | 0.07% | 150 |
|
2021
Q4 | $800K | Sell |
8,569
-1,151
| -12% | -$107K | 0.07% | 149 |
|
2021
Q3 | $763K | Hold |
9,720
| – | – | 0.07% | 149 |
|
2021
Q2 | $712K | Buy |
9,720
+418
| +4% | +$30.6K | 0.07% | 160 |
|
2021
Q1 | $703K | Buy |
9,302
+160
| +2% | +$12.1K | 0.07% | 152 |
|
2020
Q4 | $705K | Sell |
9,142
-26,790
| -75% | -$2.07M | 0.08% | 145 |
|
2020
Q3 | $680K | Buy |
35,932
+26,184
| +269% | +$496K | 0.08% | 141 |
|
2020
Q2 | $600K | Hold |
9,748
| – | – | 0.08% | 142 |
|
2020
Q1 | $574K | Sell |
9,748
-152
| -2% | -$8.95K | 0.09% | 134 |
|
2019
Q4 | $602K | Buy |
9,900
+3,684
| +59% | +$224K | 0.07% | 153 |
|
2019
Q3 | $358K | Hold |
6,216
| – | – | 0.05% | 199 |
|
2019
Q2 | $318K | Buy |
6,216
+4
| +0.1% | +$205 | 0.04% | 210 |
|
2019
Q1 | $300K | Buy |
6,212
+536
| +9% | +$25.9K | 0.04% | 216 |
|
2018
Q4 | $247K | Buy |
5,676
+604
| +12% | +$26.3K | 0.04% | 225 |
|
2018
Q3 | $213K | Buy |
+5,072
| New | +$213K | 0.03% | 276 |
|
2014
Q1 | – | Sell |
-15,504
| Closed | -$332K | – | 290 |
|
2013
Q4 | $332K | Hold |
15,504
| – | – | 0.07% | 202 |
|
2013
Q3 | $311K | Sell |
15,504
-9,600
| -38% | -$193K | 0.07% | 202 |
|
2013
Q2 | $511K | Buy |
+25,104
| New | +$511K | 0.13% | 140 |
|