Exchange 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 | $775K | Buy |
11,170
+99
| +0.9% | +$6.87K | 0.12% | 145 |
|
|
2025
Q1 | $785K | Hold |
11,071
| – | – | 0.13% | 140 |
|
|
2024
Q4 | $794K | Sell |
11,071
-160
| -1% | -$11.5K | 0.13% | 137 |
|
|
2024
Q3 | $949K | Hold |
11,231
| – | – | 0.15% | 129 |
|
|
2024
Q2 | $795K | Sell |
11,231
-275
| -2% | -$19.5K | 0.13% | 139 |
|
|
2024
Q1 | $735K | Sell |
11,506
-345
| -3% | -$22K | 0.12% | 141 |
|
|
2023
Q4 | $720K | Sell |
11,851
-124
| -1% | -$7.53K | 0.13% | 132 |
|
|
2023
Q3 | $686K | Hold |
11,975
| – | – | 0.13% | 133 |
|
|
2023
Q2 | $889K | Sell |
11,975
-92
| -0.8% | -$6.83K | 0.17% | 118 |
|
|
2023
Q1 | $930K | Buy |
12,067
+400
| +3% | +$30.8K | 0.19% | 111 |
|
|
2022
Q4 | $975K | Hold |
11,667
| – | – | 0.21% | 106 |
|
|
2022
Q3 | $915K | Sell |
11,667
-220
| -2% | -$17.3K | 0.21% | 111 |
|
|
2022
Q2 | $921K | Sell |
11,887
-100
| -0.8% | -$7.75K | 0.2% | 114 |
|
|
2022
Q1 | $1.02M | Buy |
11,987
+34
| +0.3% | +$2.88K | 0.19% | 116 |
|
|
2021
Q4 | $1.12M | Buy |
11,953
+33
| +0.3% | +$3.08K | 0.2% | 114 |
|
|
2021
Q3 | $936K | Hold |
11,920
| – | – | 0.18% | 120 |
|
|
2021
Q2 | $873K | Sell |
11,920
-168
| -1% | -$12.3K | 0.17% | 120 |
|
|
2021
Q1 | $914K | Sell |
12,088
-368
| -3% | -$27.8K | 0.19% | 114 |
|
|
2020
Q4 | $961K | Sell |
12,456
-252
| -2% | -$19.4K | 0.21% | 111 |
|
|
2020
Q3 | $882K | Sell |
12,708
-424
| -3% | -$29.4K | 0.22% | 107 |
|
|
2020
Q2 | $788K | Hold |
13,132
| – | – | 0.22% | 104 |
|
|
2020
Q1 | $790K | Sell |
13,132
-932
| -7% | -$56.1K | 0.26% | 95 |
|
|
2019
Q4 | $851K | Sell |
14,064
-488
| -3% | -$29.5K | 0.22% | 98 |
|
|
2019
Q3 | $848K | Buy |
14,552
+68
| +0.5% | +$3.96K | 0.22% | 100 |
|
|
2019
Q2 | $742K | Sell |
14,484
-188
| -1% | -$9.63K | 0.2% | 103 |
|
|
2019
Q1 | $709K | Sell |
14,672
-1,472
| -9% | -$71.1K | 0.2% | 104 |
|
|
2018
Q4 | $702K | Hold |
16,144
| – | – | 0.23% | 102 |
|
|
2018
Q3 | $676K | Sell |
16,144
-844
| -5% | -$35.3K | 0.2% | 104 |
|
|
2018
Q2 | $709K | Buy |
16,988
+1,276
| +8% | +$53.3K | 0.21% | 102 |
|
|
2018
Q1 | $642K | Sell |
15,712
-4,760
| -23% | -$194K | 0.2% | 102 |
|
|
2017
Q4 | $799K | Sell |
20,472
-7,044
| -26% | -$275K | 0.25% | 93 |
|
|
2017
Q3 | $1.01M | Sell |
27,516
-1,564
| -5% | -$57.3K | 0.33% | 71 |
|
|
2017
Q2 | $1.02M | Sell |
29,080
-15,308
| -34% | -$536K | 0.34% | 70 |
|
|
2017
Q1 | $1.43M | Sell |
44,388
-9,060
| -17% | -$291K | 0.52% | 48 |
|
|
2016
Q4 | $1.6M | Sell |
53,448
-1,016
| -2% | -$30.3K | 0.61% | 47 |
|
|
2016
Q3 | $1.67M | Buy |
54,464
+788
| +1% | +$24.1K | 0.65% | 49 |
|
|
2016
Q2 | $1.75M | Buy |
53,676
+6,092
| +13% | +$199K | 0.71% | 49 |
|
|
2016
Q1 | $1.41M | Sell |
47,584
-2,452
| -5% | -$72.6K | 0.61% | 48 |
|
|
2015
Q4 | $1.3M | Buy |
50,036
+160
| +0.3% | +$4.16K | 0.55% | 51 |
|
|
2015
Q3 | $1.22M | Buy |
49,876
+3,116
| +7% | +$76K | 0.56% | 51 |
|
|
2015
Q2 | $1.15M | Buy |
46,760
+680
| +1% | +$16.7K | 0.47% | 58 |
|
|
2015
Q1 | $1.2M | Buy |
46,080
+45,552
| +8,627% | +$1.19M | 0.49% | 58 |
|
|
2014
Q4 | $15K | Buy |
+528
| New | +$15K | 0.01% | 150 |
|