Cozad 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 | $1.18M | Buy |
16,964
+1,284
| +8% | +$89.1K | 0.1% | 186 |
|
|
2025
Q1 | $1.11M | Buy |
15,680
+190
| +1% | +$13.5K | 0.11% | 181 |
|
|
2024
Q4 | $1.11M | Sell |
15,490
-294
| -2% | -$21.1K | 0.1% | 181 |
|
|
2024
Q3 | $1.33M | Sell |
15,784
-155
| -1% | -$13.1K | 0.13% | 167 |
|
|
2024
Q2 | $1.13M | Sell |
15,939
-130
| -0.8% | -$9.21K | 0.11% | 177 |
|
|
2024
Q1 | $1.03M | Sell |
16,069
-172
| -1% | -$11K | 0.11% | 184 |
|
|
2023
Q4 | $986K | Sell |
16,241
-1,768
| -10% | -$107K | 0.11% | 178 |
|
|
2023
Q3 | $1.03M | Sell |
18,009
-290
| -2% | -$16.6K | 0.13% | 170 |
|
|
2023
Q2 | $1.36M | Sell |
18,299
-344
| -2% | -$25.5K | 0.17% | 146 |
|
|
2023
Q1 | $1.44M | Sell |
18,643
-433
| -2% | -$33.4K | 0.19% | 142 |
|
|
2022
Q4 | $1.59M | Sell |
19,076
-319
| -2% | -$26.7K | 0.22% | 125 |
|
|
2022
Q3 | $1.52M | Hold |
19,395
| – | – | 0.25% | 116 |
|
|
2022
Q2 | $1.5M | Buy |
19,395
+4,000
| +26% | +$310K | 0.23% | 126 |
|
|
2022
Q1 | $1.3M | Buy |
15,395
+2,504
| +19% | +$212K | 0.18% | 142 |
|
|
2021
Q4 | $1.2M | Sell |
12,891
-310
| -2% | -$29K | 0.17% | 141 |
|
|
2021
Q3 | $1.04M | Hold |
13,201
| – | – | 0.16% | 148 |
|
|
2021
Q2 | $967K | Sell |
13,201
-768
| -5% | -$56.3K | 0.15% | 153 |
|
|
2021
Q1 | $1.06M | Buy |
13,969
+958
| +7% | +$72.4K | 0.17% | 144 |
|
|
2020
Q4 | $1M | Buy |
13,011
+4,511
| +53% | +$348K | 0.18% | 140 |
|
|
2020
Q3 | $590K | Buy |
8,500
+1,100
| +15% | +$76.4K | 0.11% | 183 |
|
|
2020
Q2 | $444K | Hold |
7,400
| – | – | 0.09% | 196 |
|
|
2020
Q1 | $445K | Sell |
7,400
-600
| -8% | -$36.1K | 0.15% | 135 |
|
|
2019
Q4 | $484K | Hold |
8,000
| – | – | 0.13% | 147 |
|
|
2019
Q3 | $466K | Hold |
8,000
| – | – | 0.13% | 150 |
|
|
2019
Q2 | $410K | Hold |
8,000
| – | – | 0.12% | 157 |
|
|
2019
Q1 | $387K | Hold |
8,000
| – | – | 0.12% | 163 |
|
|
2018
Q4 | $348K | Sell |
8,000
-188
| -2% | -$8.18K | 0.12% | 163 |
|
|
2018
Q3 | $343K | Buy |
8,188
+188
| +2% | +$7.88K | 0.1% | 165 |
|
|
2018
Q2 | $334K | Buy |
+8,000
| New | +$334K | 0.1% | 166 |
|