EPIQ Partners’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 | $1.62M | Hold |
23,400
| – | – | 0.83% | 34 |
|
|
2025
Q1 | $1.66M | Hold |
23,400
| – | – | 0.88% | 34 |
|
|
2024
Q4 | $1.68M | Sell |
23,400
-800
| -3% | -$57.4K | 0.91% | 32 |
|
|
2024
Q3 | $2.05M | Buy |
24,200
+200
| +0.8% | +$16.9K | 1.13% | 27 |
|
|
2024
Q2 | $1.7M | Hold |
24,000
| – | – | 1.15% | 29 |
|
|
2024
Q1 | $1.53M | Hold |
24,000
| – | – | 1.02% | 31 |
|
|
2023
Q4 | $1.46M | Hold |
24,000
| – | – | 1.05% | 32 |
|
|
2023
Q3 | $1.37M | Hold |
24,000
| – | – | 1.04% | 31 |
|
|
2023
Q2 | $1.78M | Sell |
24,000
-432
| -2% | -$32.1K | 1.21% | 29 |
|
|
2023
Q1 | $1.88M | Sell |
24,432
-100
| -0.4% | -$7.71K | 1.3% | 29 |
|
|
2022
Q4 | $2.05M | Sell |
24,532
-1,600
| -6% | -$134K | 1.36% | 31 |
|
|
2022
Q3 | $2.05M | Hold |
26,132
| – | – | 1.27% | 32 |
|
|
2022
Q2 | $2.02M | Sell |
26,132
-92
| -0.4% | -$7.13K | 1.24% | 34 |
|
|
2022
Q1 | $2.22M | Hold |
26,224
| – | – | 1.19% | 35 |
|
|
2021
Q4 | $2.45M | Hold |
26,224
| – | – | 1.3% | 30 |
|
|
2021
Q3 | $2.06M | Hold |
26,224
| – | – | 0.95% | 40 |
|
|
2021
Q2 | $1.92M | Hold |
26,224
| – | – | 0.96% | 37 |
|
|
2021
Q1 | $1.98M | Hold |
26,224
| – | – | 1.13% | 33 |
|
|
2020
Q4 | $2.02M | Hold |
26,224
| – | – | 1.41% | 29 |
|
|
2020
Q3 | $1.95M | Sell |
26,224
-840
| -3% | -$62.5K | 1.47% | 25 |
|
|
2020
Q2 | $1.63M | Sell |
27,064
-800
| -3% | -$48K | 1.48% | 28 |
|
|
2020
Q1 | $1.68M | Buy |
27,864
+432
| +2% | +$26K | 1.85% | 20 |
|
|
2019
Q4 | $1.66M | Buy |
+27,432
| New | +$1.66M | 1.69% | 27 |
|