De Burlo 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 | $312K | Hold |
4,500
| – | – | 0.04% | 74 |
|
|
2025
Q1 | $319K | Hold |
4,500
| – | – | 0.05% | 72 |
|
|
2024
Q4 | $323K | Sell |
4,500
-300
| -6% | -$21.5K | 0.04% | 74 |
|
|
2024
Q3 | $406K | Hold |
4,800
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $340K | Hold |
4,800
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $307K | Hold |
4,800
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $275K | Hold |
4,800
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $275K | Hold |
4,800
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $356K | Hold |
4,800
| – | – | 0.06% | 79 |
|
|
2023
Q1 | $370K | Hold |
4,800
| – | – | 0.07% | 81 |
|
|
2022
Q4 | $401K | Hold |
4,800
| – | – | 0.09% | 68 |
|
|
2022
Q3 | $376K | Buy |
+4,800
| New | +$376K | 0.09% | 72 |
|
|
2022
Q2 | – | Sell |
-4,800
| Closed | -$407K | – | 161 |
|
|
2022
Q1 | $407K | Hold |
4,800
| – | – | 0.08% | 74 |
|
|
2021
Q4 | $448K | Hold |
4,800
| – | – | 0.07% | 84 |
|
|
2021
Q3 | $377K | Hold |
4,800
| – | – | 0.06% | 86 |
|
|
2021
Q2 | $351K | Hold |
4,800
| – | – | 0.06% | 82 |
|
|
2021
Q1 | $363K | Hold |
4,800
| – | – | 0.07% | 81 |
|
|
2020
Q4 | $370K | Hold |
4,800
| – | – | 0.06% | 77 |
|
|
2020
Q3 | $333K | Sell |
4,800
-251,200
| -98% | -$17.4M | 0.06% | 74 |
|
|
2020
Q2 | $15.4M | Hold |
256,000
| – | – | 4.32% | 7 |
|
|
2020
Q1 | $15.4M | Sell |
256,000
-18,000
| -7% | -$1.08M | 4.32% | 7 |
|
|
2019
Q4 | $16.6M | Buy |
274,000
+88,400
| +48% | +$5.35M | 3.35% | 7 |
|
|
2019
Q3 | $10.8M | Buy |
185,600
+180,800
| +3,767% | +$10.5M | 2.43% | 16 |
|
|
2019
Q2 | $246K | Hold |
4,800
| – | – | 0.05% | 80 |
|
|
2019
Q1 | $232K | Hold |
4,800
| – | – | 0.05% | 90 |
|
|
2018
Q4 | $208K | Hold |
4,800
| – | – | 0.05% | 90 |
|
|
2018
Q3 | $201K | Hold |
4,800
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $200K | Buy |
+4,800
| New | +$200K | 0.04% | 106 |
|
|
2017
Q1 | – | Sell |
-102,000
| Closed | -$3.05M | – | 106 |
|
|
2016
Q4 | $3.05M | Sell |
102,000
-9,200
| -8% | -$275K | 0.74% | 47 |
|
|
2016
Q3 | $3.4M | Sell |
111,200
-167,600
| -60% | -$5.12M | 0.94% | 45 |
|
|
2016
Q2 | $9.09M | Buy |
278,800
+98,000
| +54% | +$3.19M | 2.2% | 14 |
|
|
2016
Q1 | $5.35M | Buy |
+180,800
| New | +$5.35M | 1.55% | 24 |
|