Equitable Holdings’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 | $4.27M | Buy |
61,579
+8,218
| +15% | +$570K | 0.04% | 366 |
|
2025
Q1 | $3.78M | Buy |
53,361
+3,421
| +7% | +$243K | 0.04% | 348 |
|
2024
Q4 | $3.58M | Buy |
49,940
+1,072
| +2% | +$76.9K | 0.03% | 340 |
|
2024
Q3 | $4.13M | Buy |
48,868
+732
| +2% | +$61.9K | 0.04% | 315 |
|
2024
Q2 | $3.41M | Buy |
48,136
+7,968
| +20% | +$564K | 0.04% | 341 |
|
2024
Q1 | $2.57M | Buy |
40,168
+192
| +0.5% | +$12.3K | 0.03% | 379 |
|
2023
Q4 | $2.43M | Buy |
39,976
+410
| +1% | +$24.9K | 0.03% | 363 |
|
2023
Q3 | $2.27M | Buy |
39,566
+1,683
| +4% | +$96.4K | 0.03% | 331 |
|
2023
Q2 | $2.81M | Buy |
37,883
+6,860
| +22% | +$509K | 0.04% | 281 |
|
2023
Q1 | $2.39M | Buy |
31,023
+3,282
| +12% | +$253K | 0.04% | 290 |
|
2022
Q4 | $2.32M | Buy |
27,741
+196
| +0.7% | +$16.4K | 0.04% | 277 |
|
2022
Q3 | $2.16M | Buy |
27,545
+769
| +3% | +$60.3K | 0.04% | 256 |
|
2022
Q2 | $2.07M | Buy |
26,776
+656
| +3% | +$50.8K | 0.04% | 260 |
|
2022
Q1 | $2.21M | Buy |
26,120
+1,839
| +8% | +$156K | 0.04% | 270 |
|
2021
Q4 | $2.27M | Buy |
24,281
+1,404
| +6% | +$131K | 0.04% | 259 |
|
2021
Q3 | $1.8M | Sell |
22,877
-174
| -0.8% | -$13.7K | 0.03% | 280 |
|
2021
Q2 | $1.69M | Buy |
23,051
+1,880
| +9% | +$138K | 0.03% | 280 |
|
2021
Q1 | $1.6M | Buy |
21,171
+6,891
| +48% | +$521K | 0.03% | 277 |
|
2020
Q4 | $1.1M | Buy |
14,280
+348
| +2% | +$26.9K | 0.03% | 311 |
|
2020
Q3 | $967K | Buy |
13,932
+112
| +0.8% | +$7.77K | 0.02% | 308 |
|
2020
Q2 | $830K | Buy |
13,820
+2,784
| +25% | +$167K | 0.02% | 324 |
|
2020
Q1 | $664K | Buy |
11,036
+1,960
| +22% | +$118K | 0.02% | 326 |
|
2019
Q4 | $549K | Buy |
+9,076
| New | +$549K | 0.02% | 383 |
|