Elgethun Capital Management’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 | $215K | Hold |
3,094
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $219K | Hold |
3,094
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $222K | Hold |
3,094
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $262K | Hold |
3,094
| – | – | 0.06% | 109 |
|
|
2024
Q2 | $219K | Sell |
3,094
-43
| -1% | -$3.05K | 0.06% | 116 |
|
|
2024
Q1 | $199K | Hold |
3,137
| – | – | 0.05% | 124 |
|
|
2023
Q4 | $191K | Hold |
3,137
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $173K | Sell |
3,137
-446
| -12% | -$24.6K | 0.05% | 116 |
|
|
2023
Q2 | $266K | Buy |
3,583
+446
| +14% | +$33.1K | 0.08% | 99 |
|
|
2023
Q1 | $239K | Hold |
3,137
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $260K | Buy |
3,137
+16
| +0.5% | +$1.33K | 0.09% | 96 |
|
|
2022
Q3 | $245K | Buy |
3,121
+15
| +0.5% | +$1.18K | 0.1% | 94 |
|
|
2022
Q2 | $240K | Buy |
3,106
+18
| +0.6% | +$1.39K | 0.09% | 94 |
|
|
2022
Q1 | $262K | Buy |
3,088
+16
| +0.5% | +$1.36K | 0.09% | 95 |
|
|
2021
Q4 | $280K | Buy |
3,072
+13
| +0.4% | +$1.19K | 0.1% | 93 |
|
|
2021
Q3 | $240K | Buy |
3,059
+14
| +0.5% | +$1.1K | 0.08% | 94 |
|
|
2021
Q2 | $223K | Buy |
3,045
+16
| +0.5% | +$1.17K | 0.08% | 96 |
|
|
2021
Q1 | $229K | Buy |
3,029
+15
| +0.5% | +$1.13K | 0.09% | 92 |
|
|
2020
Q4 | $233K | Buy |
3,014
+14
| +0.5% | +$1.08K | 0.1% | 88 |
|
|
2020
Q3 | $208K | Hold |
3,000
| – | – | 0.11% | 83 |
|
|
2020
Q2 | $180K | Hold |
3,000
| – | – | 0.1% | 85 |
|
|
2020
Q1 | $180K | Buy |
+3,000
| New | +$180K | 0.1% | 87 |
|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$90K | – | 168 |
|
|
2016
Q4 | $90K | Buy |
+3,000
| New | +$90K | 0.07% | 110 |
|