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