D.L. Carlson Investment Group’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 | $449K | Sell |
6,472
-1,855
| -22% | -$129K | 0.08% | 110 |
|
|
2025
Q1 | $590K | Buy |
8,327
+454
| +6% | +$32.2K | 0.11% | 107 |
|
|
2024
Q4 | $564K | Sell |
7,873
-16,913
| -68% | -$1.21M | 0.1% | 109 |
|
|
2024
Q3 | $2.1M | Sell |
24,786
-1,308
| -5% | -$111K | 0.38% | 78 |
|
|
2024
Q2 | $1.85M | Sell |
26,094
-89
| -0.3% | -$6.3K | 0.36% | 79 |
|
|
2024
Q1 | $1.67M | Sell |
26,183
-1,320
| -5% | -$84.4K | 0.33% | 78 |
|
|
2023
Q4 | $1.58M | Sell |
27,503
-1,542
| -5% | -$88.3K | 0.32% | 75 |
|
|
2023
Q3 | $1.66M | Sell |
29,045
-10,624
| -27% | -$609K | 0.34% | 74 |
|
|
2023
Q2 | $2.94M | Buy |
39,669
+65
| +0.2% | +$4.82K | 0.56% | 58 |
|
|
2023
Q1 | $3.05M | Sell |
39,604
-14,778
| -27% | -$1.14M | 0.69% | 48 |
|
|
2022
Q4 | $4.55M | Sell |
54,382
-3,288
| -6% | -$275K | 0.97% | 40 |
|
|
2022
Q3 | $4.52M | Buy |
57,670
+905
| +2% | +$71K | 0.98% | 38 |
|
|
2022
Q2 | $4.4M | Buy |
56,765
+4
| +0% | +$310 | 0.93% | 41 |
|
|
2022
Q1 | $4.81M | Sell |
56,761
-293
| -0.5% | -$24.8K | 0.8% | 54 |
|
|
2021
Q4 | $5.33M | Sell |
57,054
-181
| -0.3% | -$16.9K | 0.85% | 45 |
|
|
2021
Q3 | $4.49M | Buy |
57,235
+111
| +0.2% | +$8.72K | 0.78% | 46 |
|
|
2021
Q2 | $4.19M | Buy |
57,124
+30
| +0.1% | +$2.2K | 0.72% | 54 |
|
|
2021
Q1 | $4.32M | Sell |
57,094
-3,537
| -6% | -$267K | 0.79% | 54 |
|
|
2020
Q4 | $4.68M | Buy |
60,631
+2,559
| +4% | +$197K | 0.85% | 46 |
|
|
2020
Q3 | $4.03M | Buy |
58,072
+13,800
| +31% | +$958K | 0.85% | 46 |
|
|
2020
Q2 | $2.66M | Buy |
44,272
+6,128
| +16% | +$368K | 0.79% | 45 |
|
|
2020
Q1 | $2.3M | Sell |
38,144
-2,448
| -6% | -$147K | 0.87% | 44 |
|
|
2019
Q4 | $2.46M | Buy |
40,592
+32
| +0.1% | +$1.94K | 0.71% | 52 |
|
|
2019
Q3 | $2.36M | Sell |
40,560
-3,180
| -7% | -$185K | 0.74% | 53 |
|
|
2019
Q2 | $2.24M | Sell |
43,740
-5,396
| -11% | -$276K | 0.69% | 57 |
|
|
2019
Q1 | $2.38M | Buy |
49,136
+468
| +1% | +$22.6K | 0.69% | 57 |
|
|
2018
Q4 | $2.12M | Buy |
48,668
+744
| +2% | +$32.3K | 0.7% | 57 |
|
|
2018
Q3 | $2.01M | Buy |
47,924
+248
| +0.5% | +$10.4K | 0.57% | 71 |
|
|
2018
Q2 | $1.99M | Buy |
47,676
+2,680
| +6% | +$112K | 0.61% | 65 |
|
|
2018
Q1 | $1.84M | Buy |
+44,996
| New | +$1.84M | 0.58% | 64 |
|