Court Place Advisors’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 | $1.17M | Hold |
16,797
| – | – | 0.37% | 60 |
|
|
2025
Q1 | $1.19M | Buy |
16,797
+55
| +0.3% | +$3.9K | 0.4% | 57 |
|
|
2024
Q4 | $1.2M | Sell |
16,742
-2,503
| -13% | -$179K | 0.39% | 54 |
|
|
2024
Q3 | $1.63M | Hold |
19,245
| – | – | 0.47% | 51 |
|
|
2024
Q2 | $1.36M | Sell |
19,245
-400
| -2% | -$28.3K | 0.43% | 54 |
|
|
2024
Q1 | $1.26M | Sell |
19,645
-400
| -2% | -$25.6K | 0.41% | 56 |
|
|
2023
Q4 | $1.22M | Sell |
20,045
-250
| -1% | -$15.2K | 0.4% | 58 |
|
|
2023
Q3 | $1.16M | Sell |
20,295
-300
| -1% | -$17.2K | 0.41% | 60 |
|
|
2023
Q2 | $1.53M | Sell |
20,595
-400
| -2% | -$29.7K | 0.54% | 47 |
|
|
2023
Q1 | $1.62M | Hold |
20,995
| – | – | 0.59% | 46 |
|
|
2022
Q4 | $1.76M | Buy |
20,995
+257
| +1% | +$21.5K | 0.64% | 40 |
|
|
2022
Q3 | $1.63M | Hold |
20,738
| – | – | 0.65% | 39 |
|
|
2022
Q2 | $1.61M | Hold |
20,738
| – | – | 0.61% | 44 |
|
|
2022
Q1 | $1.76M | Sell |
20,738
-3,200
| -13% | -$271K | 0.57% | 47 |
|
|
2021
Q4 | $2.24M | Sell |
23,938
-1,064
| -4% | -$99.3K | 0.62% | 44 |
|
|
2021
Q3 | $1.96M | Buy |
25,002
+216
| +0.9% | +$17K | 0.58% | 49 |
|
|
2021
Q2 | $1.82M | Hold |
24,786
| – | – | 0.53% | 55 |
|
|
2021
Q1 | $1.87M | Sell |
24,786
-100
| -0.4% | -$7.56K | 0.58% | 47 |
|
|
2020
Q4 | $1.92M | Sell |
24,886
-2
| -0% | -$154 | 0.64% | 43 |
|
|
2020
Q3 | $1.73M | Hold |
24,888
| – | – | 0.65% | 43 |
|
|
2020
Q2 | $1.49M | Sell |
24,888
-200
| -0.8% | -$12K | 0.58% | 47 |
|
|
2020
Q1 | $1.51M | Sell |
25,088
-2,000
| -7% | -$120K | 0.68% | 41 |
|
|
2019
Q4 | $1.64M | Sell |
27,088
-680
| -2% | -$41.2K | 0.59% | 43 |
|
|
2019
Q3 | $1.62M | Sell |
27,768
-800
| -3% | -$46.6K | 0.63% | 41 |
|
|
2019
Q2 | $1.46M | Hold |
28,568
| – | – | 0.58% | 46 |
|
|
2019
Q1 | $1.38M | Hold |
28,568
| – | – | 0.56% | 46 |
|
|
2018
Q4 | $1.24M | Hold |
28,568
| – | – | 0.57% | 48 |
|
|
2018
Q3 | $1.2M | Sell |
28,568
-92
| -0.3% | -$3.86K | 0.45% | 55 |
|
|
2018
Q2 | $1.2M | Hold |
28,660
| – | – | 0.5% | 52 |
|
|
2018
Q1 | $1.17M | Buy |
28,660
+12
| +0% | +$490 | 0.49% | 56 |
|
|
2017
Q4 | $1.12M | Sell |
28,648
-392
| -1% | -$15.3K | 0.46% | 58 |
|
|
2017
Q3 | $1.06M | Sell |
29,040
-472
| -2% | -$17.3K | 0.47% | 57 |
|
|
2017
Q2 | $1.03M | Sell |
29,512
-788
| -3% | -$27.6K | 0.49% | 59 |
|
|
2017
Q1 | $972K | Sell |
30,300
-228
| -0.7% | -$7.31K | 0.48% | 59 |
|
|
2016
Q4 | $912K | Buy |
30,528
+5,080
| +20% | +$152K | 0.47% | 60 |
|
|
2016
Q3 | $778K | Sell |
25,448
-192
| -0.7% | -$5.87K | 0.43% | 60 |
|
|
2016
Q2 | $836K | Buy |
25,640
+184
| +0.7% | +$6K | 0.48% | 53 |
|
|
2016
Q1 | $753K | Hold |
25,456
| – | – | 0.47% | 52 |
|
|
2015
Q4 | $661K | Buy |
25,456
+40
| +0.2% | +$1.04K | 0.42% | 57 |
|
|
2015
Q3 | $620K | Buy |
25,416
+60
| +0.2% | +$1.46K | 0.43% | 57 |
|
|
2015
Q2 | $621K | Hold |
25,356
| – | – | 0.4% | 63 |
|
|
2015
Q1 | $660K | Hold |
25,356
| – | – | 0.42% | 60 |
|
|
2014
Q4 | $674K | Buy |
25,356
+80
| +0.3% | +$2.13K | 0.44% | 59 |
|
|
2014
Q3 | $593K | Hold |
25,276
| – | – | 0.4% | 61 |
|
|
2014
Q2 | $648K | Hold |
25,276
| – | – | 0.45% | 57 |
|
|
2014
Q1 | $604K | Hold |
25,276
| – | – | 0.44% | 58 |
|
|
2013
Q4 | $541K | Buy |
+25,276
| New | +$541K | 0.41% | 59 |
|