Evergreen Capital 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 | $1.39M | Buy |
20,092
+1,012
| +5% | +$70.3K | 0.04% | 310 |
|
2025
Q1 | $1.35M | Sell |
19,080
-4,203
| -18% | -$298K | 0.05% | 293 |
|
2024
Q4 | $1.67M | Buy |
23,283
+351
| +2% | +$25.2K | 0.05% | 279 |
|
2024
Q3 | $1.94M | Buy |
22,932
+175
| +0.8% | +$14.8K | 0.07% | 252 |
|
2024
Q2 | $1.61M | Buy |
22,757
+2,973
| +15% | +$211K | 0.06% | 258 |
|
2024
Q1 | $1.26M | Sell |
19,784
-549
| -3% | -$35.1K | 0.05% | 272 |
|
2023
Q4 | $1.24M | Buy |
20,333
+1,035
| +5% | +$62.9K | 0.05% | 273 |
|
2023
Q3 | $1.11M | Buy |
19,298
+2,291
| +13% | +$131K | 0.05% | 274 |
|
2023
Q2 | $1.26M | Sell |
17,007
-1,884
| -10% | -$140K | 0.05% | 265 |
|
2023
Q1 | $1.46M | Buy |
18,891
+365
| +2% | +$28.1K | 0.07% | 243 |
|
2022
Q4 | $1.55M | Buy |
18,526
+81
| +0.4% | +$6.77K | 0.07% | 239 |
|
2022
Q3 | $1.45M | Buy |
18,445
+3,309
| +22% | +$260K | 0.08% | 227 |
|
2022
Q2 | $1.17M | Buy |
15,136
+716
| +5% | +$55.5K | 0.06% | 239 |
|
2022
Q1 | $1.22M | Buy |
14,420
+228
| +2% | +$19.3K | 0.05% | 262 |
|
2021
Q4 | $1.33M | Buy |
14,192
+1,151
| +9% | +$107K | 0.05% | 256 |
|
2021
Q3 | $1.02M | Buy |
13,041
+2,873
| +28% | +$226K | 0.05% | 276 |
|
2021
Q2 | $745K | Buy |
10,168
+547
| +6% | +$40.1K | 0.04% | 293 |
|
2021
Q1 | $727K | Buy |
9,621
+4,491
| +88% | +$339K | 0.04% | 285 |
|
2020
Q4 | $396K | Buy |
5,130
+70
| +1% | +$5.4K | 0.02% | 310 |
|
2020
Q3 | $351K | Sell |
5,060
-100
| -2% | -$6.94K | 0.02% | 311 |
|
2020
Q2 | $310K | Sell |
5,160
-432
| -8% | -$26K | 0.02% | 304 |
|
2020
Q1 | $336K | Buy |
5,592
+2,168
| +63% | +$130K | 0.03% | 264 |
|
2019
Q4 | $207K | Buy |
+3,424
| New | +$207K | 0.02% | 434 |
|