D'Orazio & Associates’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 | $207K | Sell |
2,982
-768
| -20% | -$53.3K | 0.03% | 248 |
|
|
2025
Q1 | $266K | Buy |
3,750
+308
| +9% | +$21.8K | 0.04% | 176 |
|
|
2024
Q4 | $247K | Buy |
3,442
+1,072
| +45% | +$76.9K | 0.04% | 180 |
|
|
2024
Q3 | $200K | Buy |
+2,370
| New | +$200K | 0.03% | 220 |
|
|
2021
Q4 | – | Sell |
-1,088
| Closed | -$85K | – | 485 |
|
|
2021
Q3 | $85K | Buy |
1,088
+288
| +36% | +$22.5K | 0.02% | 147 |
|
|
2021
Q2 | $59K | Hold |
800
| – | – | 0.02% | 158 |
|
|
2021
Q1 | $60K | Hold |
800
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $62K | Hold |
800
| – | – | 0.02% | 137 |
|
|
2020
Q3 | $56K | Hold |
800
| – | – | 0.02% | 137 |
|
|
2020
Q2 | $48K | Hold |
800
| – | – | 0.02% | 144 |
|
|
2020
Q1 | $48K | Sell |
800
-1,800
| -69% | -$108K | 0.02% | 126 |
|
|
2019
Q4 | $157K | Hold |
2,600
| – | – | 0.05% | 83 |
|
|
2019
Q3 | $151K | Hold |
2,600
| – | – | 0.05% | 80 |
|
|
2019
Q2 | $133K | Hold |
2,600
| – | – | 0.04% | 86 |
|
|
2019
Q1 | $126K | Hold |
2,600
| – | – | 0.04% | 87 |
|
|
2018
Q4 | $113K | Hold |
2,600
| – | – | 0.04% | 80 |
|
|
2018
Q3 | $109K | Hold |
2,600
| – | – | 0.04% | 80 |
|
|
2018
Q2 | $109K | Hold |
2,600
| – | – | 0.04% | 74 |
|
|
2018
Q1 | $106K | Sell |
2,600
-292
| -10% | -$11.9K | 0.04% | 75 |
|
|
2017
Q4 | $113K | Buy |
+2,892
| New | +$113K | 0.04% | 80 |
|
|
2017
Q3 | – | Sell |
-2,600
| Closed | -$91K | – | 305 |
|
|
2017
Q2 | $91K | Buy |
+2,600
| New | +$91K | 0.04% | 84 |
|
|
2015
Q4 | – | Sell |
-196
| Closed | -$5K | – | 295 |
|
|
2015
Q3 | $5K | Buy |
+196
| New | +$5K | ﹤0.01% | 242 |
|
|
2015
Q2 | – | Sell |
-2,600
| Closed | -$68K | – | 257 |
|
|
2015
Q1 | $68K | Hold |
2,600
| – | – | 0.05% | 75 |
|
|
2014
Q4 | $69K | Hold |
2,600
| – | – | 0.05% | 67 |
|
|
2014
Q3 | $61K | Hold |
2,600
| – | – | 0.04% | 73 |
|
|
2014
Q2 | $67K | Hold |
2,600
| – | – | 0.05% | 67 |
|
|
2014
Q1 | $62K | Hold |
2,600
| – | – | 0.05% | 68 |
|
|
2013
Q4 | $56K | Buy |
+2,600
| New | +$56K | 0.05% | 64 |
|