Essex Financial Services’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 | $3.05M | Sell |
43,874
-396
| -0.9% | -$27.5K | 0.2% | 115 |
|
|
2025
Q1 | $3.14M | Buy |
44,270
+242
| +0.5% | +$17.2K | 0.23% | 100 |
|
|
2024
Q4 | $3.16M | Sell |
44,028
-792
| -2% | -$56.8K | 0.22% | 101 |
|
|
2024
Q3 | $3.75M | Sell |
44,820
-345
| -0.8% | -$28.9K | 0.27% | 84 |
|
|
2024
Q2 | $3.5M | Buy |
45,165
+18,584
| +70% | +$1.44M | 0.26% | 86 |
|
|
2024
Q1 | $1.7M | Buy |
26,581
+1,130
| +4% | +$72.2K | 0.16% | 135 |
|
|
2023
Q4 | $1.55M | Sell |
25,451
-510
| -2% | -$31K | 0.16% | 131 |
|
|
2023
Q3 | $1.49M | Buy |
25,961
+323
| +1% | +$18.5K | 0.17% | 126 |
|
|
2023
Q2 | $1.9M | Buy |
25,638
+156
| +0.6% | +$11.6K | 0.22% | 101 |
|
|
2023
Q1 | $1.96M | Buy |
25,482
+1,471
| +6% | +$113K | 0.21% | 110 |
|
|
2022
Q4 | $2.01M | Sell |
24,011
-359
| -1% | -$30K | 0.21% | 102 |
|
|
2022
Q3 | $1.91M | Buy |
24,370
+310
| +1% | +$24.3K | 0.23% | 100 |
|
|
2022
Q2 | $1.86M | Sell |
24,060
-855
| -3% | -$66.2K | 0.21% | 109 |
|
|
2022
Q1 | $2.11M | Buy |
24,915
+627
| +3% | +$53.1K | 0.2% | 111 |
|
|
2021
Q4 | $2.27M | Sell |
24,288
-535
| -2% | -$50K | 0.22% | 96 |
|
|
2021
Q3 | $1.95M | Buy |
24,823
+11,892
| +92% | +$934K | 0.22% | 104 |
|
|
2021
Q2 | $978K | Hold |
12,931
| – | – | 0.14% | 153 |
|
|
2021
Q1 | $978K | Sell |
12,931
-5,321
| -29% | -$402K | 0.18% | 130 |
|
|
2020
Q4 | $1.41M | Buy |
18,252
+396
| +2% | +$30.5K | 0.28% | 88 |
|
|
2020
Q3 | $1.24M | Buy |
17,856
+2,088
| +13% | +$145K | 0.3% | 79 |
|
|
2020
Q2 | $947K | Sell |
15,768
-888
| -5% | -$53.3K | 0.29% | 85 |
|
|
2020
Q1 | $1M | Buy |
16,656
+600
| +4% | +$36.1K | 0.36% | 73 |
|
|
2019
Q4 | $972K | Sell |
16,056
-76
| -0.5% | -$4.6K | 0.27% | 89 |
|
|
2019
Q3 | $940K | Buy |
16,132
+556
| +4% | +$32.4K | 0.3% | 85 |
|
|
2019
Q2 | $798K | Buy |
15,576
+840
| +6% | +$43K | 0.24% | 91 |
|
|
2019
Q1 | $712K | Sell |
14,736
-624
| -4% | -$30.2K | 0.22% | 96 |
|
|
2018
Q4 | $667K | Sell |
15,360
-1,632
| -10% | -$70.9K | 0.2% | 104 |
|
|
2018
Q3 | $712K | Buy |
16,992
+400
| +2% | +$16.8K | 0.16% | 124 |
|
|
2018
Q2 | $693K | Buy |
16,592
+1,000
| +6% | +$41.8K | 0.17% | 123 |
|
|
2018
Q1 | $637K | Sell |
15,592
-1,108
| -7% | -$45.3K | 0.12% | 170 |
|
|
2017
Q4 | $652K | Sell |
16,700
-404
| -2% | -$15.8K | 0.16% | 130 |
|
|
2017
Q3 | $627K | Buy |
17,104
+1,176
| +7% | +$43.1K | 0.15% | 134 |
|
|
2017
Q2 | $558K | Sell |
15,928
-8,600
| -35% | -$301K | 0.12% | 173 |
|
|
2017
Q1 | $787K | Buy |
24,528
+692
| +3% | +$22.2K | 0.18% | 124 |
|
|
2016
Q4 | $712K | Sell |
23,836
-2,016
| -8% | -$60.2K | 0.15% | 138 |
|
|
2016
Q3 | $791K | Sell |
25,852
-236
| -0.9% | -$7.22K | 0.19% | 123 |
|
|
2016
Q2 | $850K | Buy |
26,088
+892
| +4% | +$29.1K | 0.21% | 111 |
|
|
2016
Q1 | $745K | Sell |
25,196
-1,020
| -4% | -$30.2K | 0.18% | 124 |
|
|
2015
Q4 | $681K | Hold |
26,216
| – | – | 0.16% | 141 |
|
|
2015
Q3 | $639K | Buy |
26,216
+3,876
| +17% | +$94.5K | 0.17% | 139 |
|
|
2015
Q2 | $548K | Sell |
22,340
-4
| -0% | -$98 | 0.14% | 167 |
|
|
2015
Q1 | $581K | Sell |
22,344
-184
| -0.8% | -$4.78K | 0.15% | 159 |
|
|
2014
Q4 | $599K | Sell |
22,528
-4
| -0% | -$106 | 0.16% | 154 |
|
|
2014
Q3 | $529K | Buy |
22,532
+600
| +3% | +$14.1K | 0.16% | 151 |
|
|
2014
Q2 | $562K | Sell |
21,932
-2,012
| -8% | -$51.6K | 0.17% | 143 |
|
|
2014
Q1 | $572K | Buy |
23,944
+6,000
| +33% | +$143K | 0.19% | 127 |
|
|
2013
Q4 | $384K | Sell |
17,944
-832
| -4% | -$17.8K | 0.13% | 165 |
|
|
2013
Q3 | $376 | Buy |
18,776
+2,264
| +14% | +$45 | 0.12% | 160 |
|
|
2013
Q2 | $336K | Buy |
+16,512
| New | +$336K | 0.12% | 174 |
|