Fayez Sarofim & Co’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 | $360K | Sell |
5,185
-800
| -13% | -$55.5K | ﹤0.01% | 259 |
|
|
2025
Q1 | $424K | Sell |
5,985
-1,200
| -17% | -$85.1K | ﹤0.01% | 243 |
|
|
2024
Q4 | $515K | Sell |
7,185
-1,000
| -12% | -$71.7K | ﹤0.01% | 231 |
|
|
2024
Q3 | $692K | Hold |
8,185
| – | – | ﹤0.01% | 199 |
|
|
2024
Q2 | $580K | Buy |
8,185
+2,240
| +38% | +$159K | ﹤0.01% | 202 |
|
|
2024
Q1 | $380K | Buy |
5,945
+9
| +0.2% | +$575 | ﹤0.01% | 238 |
|
|
2023
Q4 | $336K | Sell |
5,936
-51,479
| -90% | -$2.91M | ﹤0.01% | 245 |
|
|
2023
Q3 | $3.29M | Sell |
57,415
-4,183
| -7% | -$240K | 0.01% | 124 |
|
|
2023
Q2 | $4.57M | Sell |
61,598
-14,906
| -19% | -$1.11M | 0.02% | 113 |
|
|
2023
Q1 | $5.9M | Sell |
76,504
-22,368
| -23% | -$1.72M | 0.02% | 102 |
|
|
2022
Q4 | $8.27M | Buy |
98,872
+78
| +0.1% | +$6.52K | 0.03% | 94 |
|
|
2022
Q3 | $7.75M | Buy |
98,794
+13,560
| +16% | +$1.06M | 0.03% | 95 |
|
|
2022
Q2 | $6.6M | Buy |
85,234
+1,075
| +1% | +$83.3K | 0.02% | 103 |
|
|
2022
Q1 | $7.13M | Buy |
84,159
+6,211
| +8% | +$526K | 0.02% | 109 |
|
|
2021
Q4 | $7.28M | Buy |
77,948
+2,515
| +3% | +$235K | 0.02% | 108 |
|
|
2021
Q3 | $5.92M | Sell |
75,433
-2,005
| -3% | -$157K | 0.02% | 110 |
|
|
2021
Q2 | $5.68M | Sell |
77,438
-1,058
| -1% | -$77.5K | 0.02% | 112 |
|
|
2021
Q1 | $5.94M | Sell |
78,496
-25,450
| -24% | -$1.92M | 0.02% | 100 |
|
|
2020
Q4 | $8.02M | Buy |
103,946
+7,782
| +8% | +$600K | 0.03% | 92 |
|
|
2020
Q3 | $6.67M | Buy |
96,164
+5,800
| +6% | +$402K | 0.03% | 95 |
|
|
2020
Q2 | $5.43M | Buy |
90,364
+35,320
| +64% | +$2.12M | 0.03% | 97 |
|
|
2020
Q1 | $3.31M | Buy |
55,044
+2,368
| +4% | +$142K | 0.02% | 108 |
|
|
2019
Q4 | $3.19M | Buy |
52,676
+2,900
| +6% | +$176K | 0.02% | 125 |
|
|
2019
Q3 | $2.9M | Buy |
49,776
+200
| +0.4% | +$11.6K | 0.01% | 120 |
|
|
2019
Q2 | $2.54M | Sell |
49,576
-1,052
| -2% | -$53.9K | 0.01% | 124 |
|
|
2019
Q1 | $2.45M | Buy |
50,628
+2,000
| +4% | +$96.7K | 0.01% | 128 |
|
|
2018
Q4 | $2.11M | Buy |
48,628
+1,200
| +3% | +$52.1K | 0.01% | 124 |
|
|
2018
Q3 | $1.99M | Hold |
47,428
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $1.98M | Sell |
47,428
-5,660
| -11% | -$236K | 0.01% | 128 |
|
|
2018
Q1 | $2.17M | Sell |
53,088
-696
| -1% | -$28.4K | 0.01% | 124 |
|
|
2017
Q4 | $2.1M | Hold |
53,784
| – | – | 0.01% | 124 |
|
|
2017
Q3 | $1.97M | Hold |
53,784
| – | – | 0.01% | 127 |
|
|
2017
Q2 | $1.88M | Sell |
53,784
-800
| -1% | -$28K | 0.01% | 129 |
|
|
2017
Q1 | $1.75M | Sell |
54,584
-8,548
| -14% | -$274K | 0.01% | 131 |
|
|
2016
Q4 | $1.89M | Buy |
63,132
+9,156
| +17% | +$273K | 0.01% | 129 |
|
|
2016
Q3 | $1.65M | Hold |
53,976
| – | – | 0.01% | 136 |
|
|
2016
Q2 | $1.76M | Buy |
53,976
+8,400
| +18% | +$274K | 0.01% | 137 |
|
|
2016
Q1 | $1.35M | Buy |
45,576
+6,148
| +16% | +$182K | 0.01% | 134 |
|
|
2015
Q4 | $1.02M | Hold |
39,428
| – | – | 0.01% | 146 |
|
|
2015
Q3 | $962K | Hold |
39,428
| – | – | 0.01% | 145 |
|
|
2015
Q2 | $966K | Buy |
39,428
+2,400
| +6% | +$58.8K | ﹤0.01% | 144 |
|
|
2015
Q1 | $963K | Sell |
37,028
-760
| -2% | -$19.8K | ﹤0.01% | 142 |
|
|
2014
Q4 | $1M | Sell |
37,788
-40
| -0.1% | -$1.06K | ﹤0.01% | 143 |
|
|
2014
Q3 | $888K | Hold |
37,828
| – | – | ﹤0.01% | 153 |
|
|
2014
Q2 | $969K | Sell |
37,828
-1,400
| -4% | -$35.9K | ﹤0.01% | 151 |
|
|
2014
Q1 | $938K | Sell |
39,228
-3,136
| -7% | -$75K | ﹤0.01% | 150 |
|
|
2013
Q4 | $907K | Buy |
+42,364
| New | +$907K | ﹤0.01% | 154 |
|
|
2013
Q2 | $879K | Buy |
+43,164
| New | +$879K | ﹤0.01% | 143 |
|