Covenant Partners’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 | $635K | Hold |
9,147
| – | – | 0.19% | 59 |
|
|
2025
Q1 | $648K | Hold |
9,147
| – | – | 0.21% | 55 |
|
|
2024
Q4 | $656K | Sell |
9,147
-239
| -3% | -$17.1K | 0.2% | 62 |
|
|
2024
Q3 | $793K | Buy |
9,386
+219
| +2% | +$18.5K | 0.23% | 62 |
|
|
2024
Q2 | $649K | Hold |
9,167
| – | – | 0.2% | 69 |
|
|
2024
Q1 | $586K | Hold |
9,167
| – | – | 0.17% | 85 |
|
|
2023
Q4 | $557K | Hold |
9,167
| – | – | 0.18% | 90 |
|
|
2023
Q3 | $525K | Sell |
9,167
-2,826
| -24% | -$162K | 0.19% | 91 |
|
|
2023
Q2 | $890K | Buy |
11,993
+1,653
| +16% | +$123K | 0.32% | 48 |
|
|
2023
Q1 | $797K | Buy |
10,340
+1,173
| +13% | +$90.4K | 0.31% | 53 |
|
|
2022
Q4 | $766K | Hold |
9,167
| – | – | 0.31% | 52 |
|
|
2022
Q3 | $719K | Hold |
9,167
| – | – | 0.35% | 54 |
|
|
2022
Q2 | $710K | Hold |
9,167
| – | – | 0.33% | 63 |
|
|
2022
Q1 | $777K | Sell |
9,167
-1,390
| -13% | -$118K | 0.31% | 65 |
|
|
2021
Q4 | $986K | Hold |
10,557
| – | – | 0.37% | 55 |
|
|
2021
Q3 | $829K | Hold |
10,557
| – | – | 0.33% | 63 |
|
|
2021
Q2 | $774K | Hold |
10,557
| – | – | 0.29% | 71 |
|
|
2021
Q1 | $798K | Sell |
10,557
-2,483
| -19% | -$188K | 0.32% | 65 |
|
|
2020
Q4 | $1.01M | Hold |
13,040
| – | – | 0.43% | 54 |
|
|
2020
Q3 | $905K | Sell |
13,040
-2,940
| -18% | -$204K | 0.44% | 49 |
|
|
2020
Q2 | $959K | Buy |
15,980
+4,728
| +42% | +$284K | 0.44% | 43 |
|
|
2020
Q1 | $677K | Sell |
11,252
-2,932
| -21% | -$176K | 0.36% | 60 |
|
|
2019
Q4 | $859K | Hold |
14,184
| – | – | 0.4% | 52 |
|
|
2019
Q3 | $826K | Hold |
14,184
| – | – | 0.44% | 51 |
|
|
2019
Q2 | $726K | Hold |
14,184
| – | – | 0.39% | 59 |
|
|
2019
Q1 | $686K | Buy |
14,184
+40
| +0.3% | +$1.94K | 0.38% | 58 |
|
|
2018
Q4 | $615K | Buy |
+14,144
| New | +$615K | 0.29% | 28 |
|