EIP
Epoch 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 | $70.6M | Sell |
1,016,473
-63,928
| -6% | -$4.44M | 0.37% | 106 |
|
|
2025
Q1 | $76.6M | Sell |
1,080,401
-19,524
| -2% | -$1.38M | 0.4% | 96 |
|
|
2024
Q4 | $78.9M | Sell |
1,099,925
-165,156
| -13% | -$11.8M | 0.38% | 93 |
|
|
2024
Q3 | $107M | Sell |
1,265,081
-21,482
| -2% | -$1.82M | 0.48% | 69 |
|
|
2024
Q2 | $91.1M | Sell |
1,286,563
-3,412
| -0.3% | -$242K | 0.42% | 80 |
|
|
2024
Q1 | $82.4M | Sell |
1,289,975
-182,121
| -12% | -$11.6M | 0.37% | 102 |
|
|
2023
Q4 | $89.4M | Buy |
1,472,096
+57,215
| +4% | +$3.48M | 0.41% | 75 |
|
|
2023
Q3 | $81.1M | Sell |
1,414,881
-489,253
| -26% | -$28M | 0.52% | 55 |
|
|
2023
Q2 | $141M | Sell |
1,904,134
-432,396
| -19% | -$32.1M | 0.82% | 27 |
|
|
2023
Q1 | $180M | Sell |
2,336,530
-2,494
| -0.1% | -$192K | 1.07% | 15 |
|
|
2022
Q4 | $196M | Sell |
2,339,024
-39,270
| -2% | -$3.28M | 1.17% | 11 |
|
|
2022
Q3 | $186M | Buy |
2,378,294
+95,257
| +4% | +$7.47M | 1.22% | 7 |
|
|
2022
Q2 | $177M | Buy |
2,283,037
+412,302
| +22% | +$31.9M | 1.04% | 14 |
|
|
2022
Q1 | $158M | Buy |
1,870,735
+77,572
| +4% | +$6.57M | 0.78% | 30 |
|
|
2021
Q4 | $167M | Sell |
1,793,163
-91,054
| -5% | -$8.5M | 0.85% | 25 |
|
|
2021
Q3 | $148M | Sell |
1,884,217
-118,859
| -6% | -$9.33M | 0.82% | 29 |
|
|
2021
Q2 | $147M | Buy |
2,003,076
+917,457
| +85% | +$67.2M | 0.79% | 34 |
|
|
2021
Q1 | $82.1M | Buy |
1,085,619
+133,005
| +14% | +$10.1M | 0.38% | 97 |
|
|
2020
Q4 | $73.5M | Buy |
+952,614
| New | +$73.5M | 0.34% | 108 |
|
|
2018
Q1 | – | Sell |
-3,799
| Closed | -$593K | – | 322 |
|
|
2017
Q4 | $593K | Sell |
3,799
-1,262,490
| -100% | -$197M | ﹤0.01% | 292 |
|
|
2017
Q3 | $186M | Buy |
1,266,289
+34,799
| +3% | +$5.1M | 0.62% | 54 |
|
|
2017
Q2 | $173M | Sell |
1,231,490
-43,429
| -3% | -$6.09M | 0.58% | 65 |
|
|
2017
Q1 | $164M | Sell |
1,274,919
-153,969
| -11% | -$19.8M | 0.55% | 71 |
|
|
2016
Q4 | $171M | Sell |
1,428,888
-69,240
| -5% | -$8.27M | 0.64% | 63 |
|
|
2016
Q3 | $183M | Buy |
1,498,128
+287,720
| +24% | +$35.2M | 0.68% | 54 |
|
|
2016
Q2 | $158M | Buy |
+1,210,408
| New | +$158M | 0.59% | 62 |
|