Excalibur 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 | $668K | Buy |
9,618
+421
| +5% | +$29.2K | 0.25% | 95 |
|
|
2025
Q1 | $652K | Buy |
9,197
+154
| +2% | +$10.9K | 0.26% | 88 |
|
|
2024
Q4 | $648K | Buy |
9,043
+2,213
| +32% | +$159K | 0.26% | 92 |
|
|
2024
Q3 | $577K | Buy |
6,830
+71
| +1% | +$6K | 0.22% | 96 |
|
|
2024
Q2 | $479K | Buy |
6,759
+1,016
| +18% | +$71.9K | 0.2% | 101 |
|
|
2024
Q1 | $367K | Buy |
+5,743
| New | +$367K | 0.16% | 115 |
|
|
2023
Q3 | – | Sell |
-4,160
| Closed | -$309K | – | 159 |
|
|
2023
Q2 | $309K | Hold |
4,160
| – | – | 0.16% | 119 |
|
|
2023
Q1 | $321K | Hold |
4,160
| – | – | 0.17% | 118 |
|
|
2022
Q4 | $348K | Sell |
4,160
-50
| -1% | -$4.18K | 0.18% | 108 |
|
|
2022
Q3 | $330K | Sell |
4,210
-2,290
| -35% | -$180K | 0.18% | 108 |
|
|
2022
Q2 | $503K | Sell |
6,500
-2,202
| -25% | -$170K | 0.26% | 89 |
|
|
2022
Q1 | $737K | Sell |
8,702
-1,379
| -14% | -$117K | 0.32% | 78 |
|
|
2021
Q4 | $941K | Hold |
10,081
| – | – | 0.38% | 71 |
|
|
2021
Q3 | $792K | Buy |
10,081
+69
| +0.7% | +$5.42K | 0.35% | 74 |
|
|
2021
Q2 | $734K | Buy |
10,012
+422
| +4% | +$30.9K | 0.33% | 71 |
|
|
2021
Q1 | $725K | Sell |
9,590
-20
| -0.2% | -$1.51K | 0.36% | 70 |
|
|
2020
Q4 | $741K | Buy |
9,610
+50
| +0.5% | +$3.86K | 0.4% | 62 |
|
|
2020
Q3 | $663K | Buy |
+9,560
| New | +$663K | 0.4% | 60 |
|