Curi RMB 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 | $2.71M | Buy |
39,020
+15,664
| +67% | +$1.09M | 0.05% | 284 |
|
|
2025
Q1 | $1.66M | Sell |
23,356
-4,601
| -16% | -$326K | 0.04% | 288 |
|
|
2024
Q4 | $2M | Sell |
27,957
-4,871
| -15% | -$349K | 0.05% | 265 |
|
|
2024
Q3 | $2.77M | Sell |
32,828
-96
| -0.3% | -$8.12K | 0.06% | 234 |
|
|
2024
Q2 | $2.33M | Sell |
32,924
-1,352
| -4% | -$95.7K | 0.06% | 250 |
|
|
2024
Q1 | $2.19M | Buy |
34,276
+8,258
| +32% | +$528K | 0.05% | 261 |
|
|
2023
Q4 | $1.58M | Sell |
26,018
-50
| -0.2% | -$3.04K | 0.05% | 255 |
|
|
2023
Q3 | $1.49M | Sell |
26,068
-493
| -2% | -$28.2K | 0.05% | 250 |
|
|
2023
Q2 | $1.97M | Sell |
26,561
-365
| -1% | -$27.1K | 0.06% | 225 |
|
|
2023
Q1 | $2.08M | Buy |
26,926
+53
| +0.2% | +$4.09K | 0.07% | 207 |
|
|
2022
Q4 | $2.25M | Sell |
26,873
-77
| -0.3% | -$6.44K | 0.08% | 207 |
|
|
2022
Q3 | $2.11M | Buy |
26,950
+101
| +0.4% | +$7.92K | 0.08% | 222 |
|
|
2022
Q2 | $2.08M | Sell |
26,849
-638
| -2% | -$49.4K | 0.07% | 216 |
|
|
2022
Q1 | $2.33M | Buy |
27,487
+1,254
| +5% | +$106K | 0.07% | 185 |
|
|
2021
Q4 | $2.45M | Sell |
26,233
-572
| -2% | -$53.4K | 0.07% | 184 |
|
|
2021
Q3 | $2.11M | Buy |
26,805
+524
| +2% | +$41.2K | 0.07% | 201 |
|
|
2021
Q2 | $1.93M | Buy |
26,281
+1,120
| +4% | +$82.1K | 0.06% | 214 |
|
|
2021
Q1 | $1.9M | Buy |
25,161
+29
| +0.1% | +$2.19K | 0.07% | 193 |
|
|
2020
Q4 | $1.94M | Sell |
25,132
-24
| -0.1% | -$1.85K | 0.07% | 220 |
|
|
2020
Q3 | $1.75M | Sell |
25,156
-1,488
| -6% | -$103K | 0.08% | 209 |
|
|
2020
Q2 | $1.6M | Sell |
26,644
-36
| -0.1% | -$2.16K | 0.07% | 235 |
|
|
2020
Q1 | $1.61M | Buy |
26,680
+512
| +2% | +$30.8K | 0.08% | 213 |
|
|
2019
Q4 | $1.58M | Buy |
26,168
+32
| +0.1% | +$1.94K | 0.04% | 294 |
|
|
2019
Q3 | $1.52M | Sell |
26,136
-1,300
| -5% | -$75.8K | 0.04% | 314 |
|
|
2019
Q2 | $1.41M | Buy |
27,436
+2,284
| +9% | +$117K | 0.04% | 341 |
|
|
2019
Q1 | $1.22M | Sell |
25,152
-3,820
| -13% | -$185K | 0.03% | 390 |
|
|
2018
Q4 | $1.26M | Sell |
28,972
-9,340
| -24% | -$406K | 0.03% | 423 |
|
|
2018
Q3 | $1.61M | Buy |
38,312
+6,320
| +20% | +$265K | 0.04% | 394 |
|
|
2018
Q2 | $1.34M | Sell |
31,992
-1,628
| -5% | -$68K | 0.03% | 419 |
|
|
2018
Q1 | $1.37M | Sell |
33,620
-12,112
| -26% | -$494K | 0.04% | 421 |
|
|
2017
Q4 | $1.79M | Sell |
45,732
-1,676
| -4% | -$65.5K | 0.05% | 374 |
|
|
2017
Q3 | $1.74M | Sell |
47,408
-264
| -0.6% | -$9.67K | 0.04% | 345 |
|
|
2017
Q2 | $1.67M | Buy |
+47,672
| New | +$1.67M | 0.05% | 362 |
|
|
2016
Q3 | – | Sell |
-6,492
| Closed | -$211K | – | 460 |
|
|
2016
Q2 | $211K | Buy |
+6,492
| New | +$211K | 0.01% | 367 |
|