DIP
DT Investment Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
16,465
| – | – | 0.1% | 79 |
|
|
2025
Q1 | $1.17M | Sell |
16,465
-2,757
| -14% | -$195K | 0.11% | 80 |
|
|
2024
Q4 | $1.38M | Hold |
19,222
| – | – | 0.12% | 76 |
|
|
2024
Q3 | $1.62M | Buy |
19,222
+178
| +0.9% | +$15K | 0.13% | 73 |
|
|
2024
Q2 | $1.35M | Sell |
19,044
-450
| -2% | -$31.9K | 0.12% | 75 |
|
|
2024
Q1 | $1.25M | Sell |
19,494
-17,207
| -47% | -$1.1M | 0.13% | 74 |
|
|
2023
Q4 | $2.18M | Sell |
36,701
-200
| -0.5% | -$11.9K | 0.24% | 52 |
|
|
2023
Q3 | $2.11M | Buy |
36,901
+17,407
| +89% | +$997K | 0.26% | 49 |
|
|
2023
Q2 | $1.41M | Sell |
19,494
-570
| -3% | -$41.1K | 0.16% | 58 |
|
|
2023
Q1 | $1.54M | Buy |
20,064
+1,140
| +6% | +$87.6K | 0.19% | 52 |
|
|
2022
Q4 | $1.58M | Buy |
18,924
+14,980
| +380% | +$1.25M | 0.21% | 53 |
|
|
2022
Q3 | $309K | Sell |
3,944
-3,664
| -48% | -$287K | 0.05% | 105 |
|
|
2022
Q2 | $589K | Hold |
7,608
| – | – | 0.09% | 100 |
|
|
2022
Q1 | $644K | Sell |
7,608
-6,751
| -47% | -$571K | 0.08% | 104 |
|
|
2021
Q4 | $1.34M | Sell |
14,359
-2,775
| -16% | -$259K | 0.17% | 63 |
|
|
2021
Q3 | $1.35M | Buy |
17,134
+5,860
| +52% | +$460K | 0.18% | 63 |
|
|
2021
Q2 | $826K | Buy |
11,274
+1,327
| +13% | +$97.2K | 0.11% | 87 |
|
|
2021
Q1 | $752K | Buy |
9,947
+197
| +2% | +$14.9K | 0.11% | 88 |
|
|
2020
Q4 | $752K | Buy |
+9,750
| New | +$752K | 0.12% | 74 |
|
|
2017
Q4 | – | Sell |
-1,421
| Closed | -$208K | – | 96 |
|
|
2017
Q3 | $208K | Buy |
+1,421
| New | +$208K | 0.03% | 85 |
|