EP
Edgestream Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
69,893
+24,654
| +54% | +$1.71M | 0.13% | 302 |
|
|
2025
Q1 | $3.21M | Sell |
45,239
-61,970
| -58% | -$4.39M | 0.11% | 356 |
|
|
2024
Q4 | $7.69M | Buy |
107,209
+16,946
| +19% | +$1.21M | 0.33% | 44 |
|
|
2024
Q3 | $7.63M | Buy |
90,263
+71,890
| +391% | +$6.08M | 0.34% | 37 |
|
|
2024
Q2 | $1.3M | Buy |
18,373
+15,233
| +485% | +$1.08M | 0.06% | 458 |
|
|
2024
Q1 | $201K | Sell |
3,140
-69,852
| -96% | -$4.46M | 0.01% | 781 |
|
|
2023
Q4 | $4.43M | Sell |
72,992
-13,401
| -16% | -$814K | 0.32% | 46 |
|
|
2023
Q3 | $4.95M | Buy |
86,393
+62,231
| +258% | +$3.57M | 0.39% | 23 |
|
|
2023
Q2 | $1.79M | Sell |
24,162
-58,141
| -71% | -$4.31M | 0.16% | 210 |
|
|
2023
Q1 | $6.34M | Buy |
82,303
+76,019
| +1,210% | +$5.86M | 0.7% | 15 |
|
|
2022
Q4 | $525K | Sell |
6,284
-104,675
| -94% | -$8.75M | 0.06% | 358 |
|
|
2022
Q3 | $8.7M | Buy |
110,959
+96,093
| +646% | +$7.53M | 0.67% | 27 |
|
|
2022
Q2 | $1.15M | Sell |
14,866
-21,897
| -60% | -$1.7M | 0.09% | 294 |
|
|
2022
Q1 | $3.11M | Sell |
36,763
-207,583
| -85% | -$17.6M | 0.25% | 136 |
|
|
2021
Q4 | $22.8M | Sell |
244,346
-131,640
| -35% | -$12.3M | 1.42% | 6 |
|
|
2021
Q3 | $29.5M | Buy |
375,986
+129,772
| +53% | +$10.2M | 1.82% | 1 |
|
|
2021
Q2 | $18M | Buy |
246,214
+160,394
| +187% | +$11.8M | 1.06% | 7 |
|
|
2021
Q1 | $6.49M | Buy |
85,820
+34,522
| +67% | +$2.61M | 0.36% | 103 |
|
|
2020
Q4 | $3.96M | Buy |
+51,298
| New | +$3.96M | 0.2% | 156 |
|
|
2019
Q3 | – | Sell |
-34,336
| Closed | -$7.03M | – | 295 |
|
|
2019
Q2 | $7.03M | Buy |
34,336
+31,949
| +1,338% | +$6.55M | 0.79% | 45 |
|
|
2019
Q1 | $461K | Sell |
2,387
-15,193
| -86% | -$2.93M | 0.07% | 172 |
|
|
2018
Q4 | $3.06M | Sell |
17,580
-8,809
| -33% | -$1.53M | 0.54% | 65 |
|
|
2018
Q3 | $4.42M | Buy |
+26,389
| New | +$4.42M | 0.75% | 39 |
|
|
2018
Q2 | – | Sell |
-3,208
| Closed | -$524K | – | 283 |
|
|
2018
Q1 | $524K | Sell |
3,208
-4,753
| -60% | -$776K | 0.1% | 177 |
|
|
2017
Q4 | $1.24M | Sell |
7,961
-29,107
| -79% | -$4.54M | 1.49% | 18 |
|
|
2017
Q3 | $5.43M | Buy |
37,068
+3,310
| +10% | +$485K | 2.89% | 7 |
|
|
2017
Q2 | $4.73M | Sell |
33,758
-384
| -1% | -$53.8K | 1.78% | 12 |
|
|
2017
Q1 | $4.38M | Buy |
34,142
+27,289
| +398% | +$3.5M | 1.93% | 13 |
|
|
2016
Q4 | $819K | Sell |
6,853
-14,075
| -67% | -$1.68M | 1.7% | 14 |
|
|
2016
Q3 | $2.56M | Buy |
+20,928
| New | +$2.56M | 1.41% | 21 |
|