Essex Investment 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 | $5.52M | Sell |
79,535
-26,656
| -25% | -$1.85M | 1% | 25 |
|
|
2025
Q1 | $7.53M | Sell |
106,191
-12,000
| -10% | -$851K | 1.57% | 5 |
|
|
2024
Q4 | $8.47M | Buy |
118,191
+7,090
| +6% | +$508K | 1.52% | 9 |
|
|
2024
Q3 | $9.39M | Sell |
111,101
-10,878
| -9% | -$920K | 1.64% | 5 |
|
|
2024
Q2 | $8.64M | Sell |
121,979
-12,655
| -9% | -$896K | 1.62% | 5 |
|
|
2024
Q1 | $8.6M | Buy |
134,634
+40,265
| +43% | +$2.57M | 1.7% | 4 |
|
|
2023
Q4 | $5.73M | Buy |
94,369
+19,614
| +26% | +$1.19M | 1.13% | 17 |
|
|
2023
Q3 | $4.28M | Buy |
74,755
+74,220
| +13,873% | +$4.25M | 0.7% | 32 |
|
|
2023
Q2 | $39.7K | Hold |
535
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $41.2K | Hold |
535
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $45K | Sell |
535
-205
| -28% | -$17.2K | 0.01% | 320 |
|
|
2022
Q3 | $58K | Hold |
740
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $57K | Hold |
740
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $63K | Hold |
740
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $69K | Hold |
740
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $58K | Sell |
740
-308
| -29% | -$24.1K | 0.01% | 348 |
|
|
2021
Q2 | $77K | Hold |
1,048
| – | – | 0.01% | 346 |
|
|
2021
Q1 | $79K | Hold |
1,048
| – | – | 0.01% | 360 |
|
|
2020
Q4 | $81K | Hold |
1,048
| – | – | 0.01% | 379 |
|
|
2020
Q3 | $73K | Buy |
+1,048
| New | +$73K | 0.01% | 377 |
|