F.L. Putnam 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 | $26M | Buy |
375,128
+864
| +0.2% | +$60K | 0.45% | 47 |
|
|
2025
Q1 | $26.5M | Sell |
374,264
-3,613
| -1% | -$256K | 0.5% | 44 |
|
|
2024
Q4 | $27.1M | Sell |
377,877
-40,198
| -10% | -$2.88M | 0.5% | 45 |
|
|
2024
Q3 | $35.3M | Buy |
418,075
+32,008
| +8% | +$2.7M | 0.63% | 32 |
|
|
2024
Q2 | $27.3M | Sell |
386,067
-38,280
| -9% | -$2.71M | 0.51% | 38 |
|
|
2024
Q1 | $27.1M | Sell |
424,347
-21,284
| -5% | -$1.36M | 0.58% | 38 |
|
|
2023
Q4 | $27.1M | Buy |
445,631
+6,721
| +2% | +$408K | 0.64% | 33 |
|
|
2023
Q3 | $25.1M | Sell |
438,910
-25,130
| -5% | -$1.44M | 0.7% | 33 |
|
|
2023
Q2 | $34.4M | Buy |
464,040
+61,592
| +15% | +$4.57M | 0.94% | 25 |
|
|
2023
Q1 | $31M | Buy |
402,448
+11,787
| +3% | +$909K | 1.01% | 25 |
|
|
2022
Q4 | $32.7M | Sell |
390,661
-4,280
| -1% | -$358K | 1.19% | 20 |
|
|
2022
Q3 | $31M | Buy |
394,941
+45,654
| +13% | +$3.58M | 1.2% | 19 |
|
|
2022
Q2 | $27.1M | Buy |
349,287
+4,888
| +1% | +$379K | 0.99% | 27 |
|
|
2022
Q1 | $29.2M | Buy |
344,399
+5,949
| +2% | +$504K | 0.93% | 30 |
|
|
2021
Q4 | $31.6M | Buy |
338,450
+11,978
| +4% | +$1.12M | 0.97% | 32 |
|
|
2021
Q3 | $25.6M | Buy |
326,472
+17,019
| +5% | +$1.34M | 0.87% | 35 |
|
|
2021
Q2 | $22.7M | Buy |
309,453
+5,145
| +2% | +$377K | 0.78% | 36 |
|
|
2021
Q1 | $23M | Buy |
304,308
+36,361
| +14% | +$2.75M | 1.01% | 29 |
|
|
2020
Q4 | $20.7M | Buy |
267,947
+19,459
| +8% | +$1.5M | 0.97% | 29 |
|
|
2020
Q3 | $17.2M | Buy |
248,488
+23,332
| +10% | +$1.62M | 0.94% | 33 |
|
|
2020
Q2 | $13.5M | Buy |
225,156
+9,216
| +4% | +$553K | 0.8% | 39 |
|
|
2020
Q1 | $13M | Buy |
215,940
+4,400
| +2% | +$265K | 0.99% | 26 |
|
|
2019
Q4 | $12.8M | Buy |
211,540
+1,720
| +0.8% | +$104K | 0.79% | 40 |
|
|
2019
Q3 | $12.2M | Buy |
209,820
+4,212
| +2% | +$245K | 0.86% | 33 |
|
|
2019
Q2 | $10.5M | Buy |
205,608
+2,232
| +1% | +$114K | 0.85% | 38 |
|
|
2019
Q1 | $9.83M | Buy |
203,376
+60
| +0% | +$2.9K | 0.83% | 39 |
|
|
2018
Q4 | $8.84M | Buy |
203,316
+34,168
| +20% | +$1.48M | 0.96% | 33 |
|
|
2018
Q3 | $7.09M | Sell |
169,148
-3,504
| -2% | -$147K | 0.65% | 55 |
|
|
2018
Q2 | $7.21M | Sell |
172,652
-38,780
| -18% | -$1.62M | 0.7% | 51 |
|
|
2018
Q1 | $8.63M | Sell |
211,432
-128,932
| -38% | -$5.26M | 0.79% | 44 |
|
|
2017
Q4 | $13.3M | Sell |
340,364
-10,620
| -3% | -$415K | 1.22% | 25 |
|
|
2017
Q3 | $12.9M | Buy |
+350,984
| New | +$12.9M | 1.23% | 28 |
|
|
2017
Q1 | $6.5M | Buy |
202,508
+20,604
| +11% | +$661K | 0.68% | 49 |
|
|
2016
Q4 | $5.43M | Sell |
181,904
-11,656
| -6% | -$348K | 0.62% | 53 |
|
|
2016
Q3 | $5.92M | Sell |
193,560
-10,112
| -5% | -$309K | 0.67% | 50 |
|
|
2016
Q2 | $6.64M | Buy |
203,672
+5,368
| +3% | +$175K | 0.79% | 45 |
|
|
2016
Q1 | $5.87M | Sell |
198,304
-4,264
| -2% | -$126K | 0.7% | 50 |
|
|
2015
Q4 | $5.26M | Buy |
202,568
+34,332
| +20% | +$892K | 0.62% | 58 |
|
|
2015
Q3 | $4.1M | Sell |
168,236
-1,556
| -0.9% | -$37.9K | 0.51% | 62 |
|
|
2015
Q2 | $4.16M | Sell |
169,792
-8,804
| -5% | -$216K | 0.46% | 63 |
|
|
2015
Q1 | $4.65M | Buy |
178,596
+1,808
| +1% | +$47K | 0.52% | 63 |
|
|
2014
Q4 | $4.7M | Sell |
176,788
-4,420
| -2% | -$117K | 0.55% | 61 |
|
|
2014
Q3 | $4.25M | Buy |
181,208
+1,100
| +0.6% | +$25.8K | 0.5% | 65 |
|
|
2014
Q2 | $4.61M | Buy |
180,108
+33,168
| +23% | +$850K | 0.53% | 63 |
|
|
2014
Q1 | $3.51M | Sell |
146,940
-600
| -0.4% | -$14.3K | 0.42% | 73 |
|
|
2013
Q4 | $3.16M | Sell |
147,540
-22,500
| -13% | -$482K | 0.38% | 83 |
|
|
2013
Q3 | $3.41M | Sell |
170,040
-8,152
| -5% | -$163K | 0.45% | 75 |
|
|
2013
Q2 | $3.63M | Buy |
+178,192
| New | +$3.63M | 0.52% | 71 |
|