CX Institutional’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 | $881K | Buy |
12,686
+75
| +0.6% | +$5.21K | 0.03% | 282 |
|
|
2025
Q1 | $894K | Buy |
12,611
+2,499
| +25% | +$177K | 0.03% | 283 |
|
|
2024
Q4 | $725K | Buy |
10,112
+1,421
| +16% | +$102K | 0.03% | 294 |
|
|
2024
Q3 | $735K | Sell |
8,691
-740
| -8% | -$62.6K | 0.03% | 324 |
|
|
2024
Q2 | $668K | Sell |
9,431
-1,140
| -11% | -$80.7K | 0.03% | 335 |
|
|
2024
Q1 | $676K | Sell |
10,571
-525
| -5% | -$33.6K | 0.03% | 332 |
|
|
2023
Q4 | $674K | Buy |
11,096
+9
| +0.1% | +$547 | 0.04% | 301 |
|
|
2023
Q3 | $635K | Sell |
11,087
-4,615
| -29% | -$264K | 0.04% | 302 |
|
|
2023
Q2 | $1.17M | Buy |
15,702
+1,097
| +8% | +$81.4K | 0.06% | 258 |
|
|
2023
Q1 | $1.12M | Buy |
14,605
+4,487
| +44% | +$345K | 0.06% | 264 |
|
|
2022
Q4 | $846K | Buy |
10,118
+4,246
| +72% | +$355K | 0.05% | 299 |
|
|
2022
Q3 | $460K | Sell |
5,872
-1,098
| -16% | -$86K | 0.03% | 345 |
|
|
2022
Q2 | $540K | Buy |
6,970
+852
| +14% | +$66K | 0.04% | 327 |
|
|
2022
Q1 | $518K | Sell |
6,118
-35,518
| -85% | -$3.01M | 0.04% | 268 |
|
|
2021
Q4 | $3.89M | Buy |
41,636
+15,524
| +59% | +$1.45M | 0.31% | 99 |
|
|
2021
Q3 | $2.05M | Buy |
26,112
+21,417
| +456% | +$1.68M | 0.17% | 144 |
|
|
2021
Q2 | $344K | Buy |
4,695
+886
| +23% | +$64.9K | 0.03% | 284 |
|
|
2021
Q1 | $288K | Buy |
3,809
+100
| +3% | +$7.56K | 0.03% | 266 |
|
|
2020
Q4 | $286K | Sell |
3,709
-1,687
| -31% | -$130K | 0.03% | 270 |
|
|
2020
Q3 | $374K | Buy |
5,396
+3,304
| +158% | +$229K | 0.04% | 221 |
|
|
2020
Q2 | $126K | Sell |
2,092
-964
| -32% | -$58.1K | 0.02% | 266 |
|
|
2020
Q1 | $184K | Buy |
3,056
+140
| +5% | +$8.43K | 0.03% | 237 |
|
|
2019
Q4 | $177K | Sell |
2,916
-56
| -2% | -$3.4K | 0.03% | 204 |
|
|
2019
Q3 | $173K | Sell |
2,972
-2,960
| -50% | -$172K | 0.03% | 222 |
|
|
2019
Q2 | $304K | Buy |
5,932
+3,204
| +117% | +$164K | 0.05% | 192 |
|
|
2019
Q1 | $132K | Buy |
2,728
+164
| +6% | +$7.94K | 0.02% | 246 |
|
|
2018
Q4 | $111K | Buy |
2,564
+280
| +12% | +$12.1K | 0.02% | 194 |
|
|
2018
Q3 | $96K | Hold |
2,284
| – | – | 0.03% | 148 |
|
|
2018
Q2 | $95K | Buy |
+2,284
| New | +$95K | 0.04% | 129 |
|