Douglas Lane & 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 | $584K | Buy |
8,411
+474
| +6% | +$32.9K | 0.01% | 173 |
|
|
2025
Q1 | $563K | Buy |
7,937
+347
| +5% | +$24.6K | 0.01% | 176 |
|
|
2024
Q4 | $544K | Sell |
7,590
-38
| -0.5% | -$2.72K | 0.01% | 179 |
|
|
2024
Q3 | $645K | Buy |
7,628
+96
| +1% | +$8.12K | 0.01% | 175 |
|
|
2024
Q2 | $533K | Sell |
7,532
-306
| -4% | -$21.7K | 0.01% | 179 |
|
|
2024
Q1 | $501K | Buy |
7,838
+150
| +2% | +$9.59K | 0.01% | 181 |
|
|
2023
Q4 | $467K | Sell |
7,688
-3,178
| -29% | -$193K | 0.01% | 184 |
|
|
2023
Q3 | $623K | Buy |
10,866
+1,551
| +17% | +$88.9K | 0.01% | 161 |
|
|
2023
Q2 | $691K | Buy |
9,315
+588
| +7% | +$43.6K | 0.01% | 163 |
|
|
2023
Q1 | $673K | Buy |
8,727
+190
| +2% | +$14.6K | 0.01% | 165 |
|
|
2022
Q4 | $714K | Buy |
8,537
+1,366
| +19% | +$114K | 0.01% | 161 |
|
|
2022
Q3 | $562K | Buy |
7,171
+109
| +2% | +$8.54K | 0.01% | 164 |
|
|
2022
Q2 | $547K | Sell |
7,062
-624
| -8% | -$48.3K | 0.01% | 168 |
|
|
2022
Q1 | $651K | Sell |
7,686
-1,044
| -12% | -$88.4K | 0.01% | 170 |
|
|
2021
Q4 | $815K | Buy |
8,730
+2,123
| +32% | +$198K | 0.01% | 159 |
|
|
2021
Q3 | $519K | Sell |
6,607
-20
| -0.3% | -$1.57K | 0.01% | 171 |
|
|
2021
Q2 | $486K | Buy |
6,627
+2,285
| +53% | +$168K | 0.01% | 172 |
|
|
2021
Q1 | $328K | Sell |
4,342
-431
| -9% | -$32.6K | 0.01% | 181 |
|
|
2020
Q4 | $368K | Buy |
4,773
+277
| +6% | +$21.4K | 0.01% | 171 |
|
|
2020
Q3 | $312K | Buy |
4,496
+776
| +21% | +$53.9K | 0.01% | 175 |
|
|
2020
Q2 | $223K | Buy |
3,720
+364
| +11% | +$21.8K | ﹤0.01% | 193 |
|
|
2020
Q1 | $202K | Sell |
3,356
-252
| -7% | -$15.2K | 0.01% | 189 |
|
|
2019
Q4 | $218K | Sell |
3,608
-200
| -5% | -$12.1K | ﹤0.01% | 197 |
|
|
2019
Q3 | $222K | Buy |
+3,808
| New | +$222K | ﹤0.01% | 199 |
|
|
2016
Q4 | – | Sell |
-9,416
| Closed | -$288K | – | 212 |
|
|
2016
Q3 | $288K | Sell |
9,416
-1,692
| -15% | -$51.8K | 0.01% | 189 |
|
|
2016
Q2 | $362K | Sell |
11,108
-3,904
| -26% | -$127K | 0.01% | 186 |
|
|
2016
Q1 | $444K | Buy |
+15,012
| New | +$444K | 0.01% | 178 |
|