Cresset 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 | $22.2M | Buy |
319,308
+26,681
| +9% | +$1.85M | 0.1% | 129 |
|
|
2025
Q1 | $20.7M | Buy |
292,627
+5,327
| +2% | +$378K | 0.1% | 121 |
|
|
2024
Q4 | $20.6M | Sell |
287,300
-129,270
| -31% | -$9.27M | 0.1% | 127 |
|
|
2024
Q3 | $35.2M | Sell |
416,570
-28,045
| -6% | -$2.37M | 0.14% | 105 |
|
|
2024
Q2 | $31.5M | Buy |
444,615
+38,678
| +10% | +$2.74M | 0.13% | 106 |
|
|
2024
Q1 | $25.9M | Buy |
405,937
+141,138
| +53% | +$9.02M | 0.12% | 108 |
|
|
2023
Q4 | $16.1M | Buy |
264,799
+19,556
| +8% | +$1.19M | 0.1% | 143 |
|
|
2023
Q3 | $14.1M | Sell |
245,243
-646
| -0.3% | -$37K | 0.05% | 144 |
|
|
2023
Q2 | $18.2M | Buy |
245,889
+211,839
| +622% | +$15.7M | 0.02% | 110 |
|
|
2023
Q1 | $2.62M | Sell |
34,050
-7,024
| -17% | -$541K | 0.05% | 192 |
|
|
2022
Q4 | $3.21M | Buy |
41,074
+6,264
| +18% | +$490K | 0.04% | 158 |
|
|
2022
Q3 | $2.73M | Sell |
34,810
-10,003
| -22% | -$784K | 0.03% | 180 |
|
|
2022
Q2 | $3.26M | Sell |
44,813
-10,312
| -19% | -$749K | 0.04% | 163 |
|
|
2022
Q1 | $4.67M | Sell |
55,125
-26,959
| -33% | -$2.28M | 0.05% | 133 |
|
|
2021
Q4 | $7.66M | Buy |
82,084
+9,944
| +14% | +$928K | 0.07% | 111 |
|
|
2021
Q3 | $5.66M | Buy |
72,140
+8,658
| +14% | +$680K | 0.08% | 104 |
|
|
2021
Q2 | $4.65M | Buy |
63,482
+11,128
| +21% | +$815K | 0.07% | 114 |
|
|
2021
Q1 | $3.96M | Buy |
52,354
+14,347
| +38% | +$1.08M | 0.06% | 108 |
|
|
2020
Q4 | $2.93M | Buy |
38,007
+463
| +1% | +$35.7K | 0.05% | 120 |
|
|
2020
Q3 | $2.61M | Buy |
37,544
+4,016
| +12% | +$279K | 0.05% | 139 |
|
|
2020
Q2 | $2.01M | Buy |
33,528
+4,324
| +15% | +$260K | 0.04% | 148 |
|
|
2020
Q1 | $1.76M | Buy |
29,204
+7,756
| +36% | +$467K | 0.05% | 127 |
|
|
2019
Q4 | $1.3M | Buy |
21,448
+3,528
| +20% | +$214K | 0.04% | 177 |
|
|
2019
Q3 | $1.04M | Buy |
17,920
+1,128
| +7% | +$65.7K | 0.03% | 182 |
|
|
2019
Q2 | $860K | Buy |
16,792
+276
| +2% | +$14.1K | 0.03% | 192 |
|
|
2019
Q1 | $798K | Buy |
16,516
+6,628
| +67% | +$320K | 0.03% | 130 |
|
|
2018
Q4 | $430K | Buy |
+9,888
| New | +$430K | 0.03% | 136 |
|