Forte Capital’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
7,607
-741
| -9% | -$51.5K | 0.06% | 168 |
|
|
2025
Q1 | $592K | Sell |
8,348
-1,238
| -13% | -$87.4K | 0.07% | 161 |
|
|
2024
Q4 | $687K | Sell |
9,586
-1,075
| -10% | -$83.5K | 0.08% | 138 |
|
|
2024
Q3 | $901K | Sell |
10,661
-1,336
| -11% | -$104K | 0.1% | 125 |
|
|
2024
Q2 | $850K | Hold |
11,997
| – | – | 0.1% | 120 |
|
|
2024
Q1 | $767K | Sell |
11,997
-315
| -3% | -$18.5K | 0.09% | 124 |
|
|
2023
Q4 | $748K | Sell |
12,312
-611
| -5% | -$34.8K | 0.1% | 117 |
|
|
2023
Q3 | $740K | Sell |
12,923
-319
| -2% | -$22.1K | 0.11% | 113 |
|
|
2023
Q2 | $983K | Buy |
13,242
+3
| +0% | +$227 | 0.14% | 97 |
|
|
2023
Q1 | $1.02M | Buy |
13,239
+2
| +0% | +$154 | 0.16% | 100 |
|
|
2022
Q4 | $1.11M | Sell |
13,237
-230
| -2% | -$18.6K | 0.19% | 95 |
|
|
2022
Q3 | $1.06M | Buy |
13,467
+2
| +0% | +$170 | 0.19% | 93 |
|
|
2022
Q2 | $1.04M | Sell |
13,465
-96
| -0.7% | -$7.31K | 0.18% | 96 |
|
|
2022
Q1 | $1.27M | Hold |
13,561
| – | – | 0.16% | 96 |
|
|
2021
Q4 | $1.27M | Sell |
13,561
-699
| -5% | -$60.4K | 0.16% | 96 |
|
|
2021
Q3 | $1.12M | Sell |
14,260
-141
| -1% | -$11.4K | 0.15% | 99 |
|
|
2021
Q2 | $1.05M | Buy |
14,401
+427
| +3% | +$32K | 0.14% | 100 |
|
|
2021
Q1 | $1.06M | Sell |
13,974
-200
| -1% | -$15.6K | 0.16% | 97 |
|
|
2020
Q4 | $1.09M | Sell |
14,174
-630
| -4% | -$47.1K | 0.17% | 90 |
|
|
2020
Q3 | $1.03M | Buy |
14,804
+316
| +2% | +$21.8K | 0.19% | 86 |
|
|
2020
Q2 | $870K | Buy |
+14,488
| New | +$867K | 0.18% | 84 |
|
|
2018
Q1 | – | Sell |
-15,736
| Closed | -$614K | – | 129 |
|
|
2017
Q4 | $614K | Sell |
15,736
-568
| -3% | -$21.9K | 0.18% | 98 |
|
|
2017
Q3 | $597K | Hold |
16,304
| – | – | 0.19% | 96 |
|
|
2017
Q2 | $571K | Buy |
16,304
+1,600
| +11% | +$54.7K | 0.19% | 99 |
|
|
2017
Q1 | $472K | Hold |
14,704
| – | – | 0.16% | 106 |
|
|
2016
Q4 | $439K | Sell |
14,704
-600
| -4% | -$17.9K | 0.16% | 103 |
|
|
2016
Q3 | $468K | Sell |
15,304
-208
| -1% | -$6.55K | 0.18% | 100 |
|
|
2016
Q2 | $506K | Hold |
15,512
| – | – | 0.2% | 96 |
|
|
2016
Q1 | $459K | Hold |
15,512
| – | – | 0.2% | 99 |
|
|
2015
Q4 | $403K | Hold |
15,512
| – | – | 0.17% | 110 |
|
|
2015
Q3 | $378K | Sell |
15,512
-1,000
| -6% | -$25.4K | 0.17% | 111 |
|
|
2015
Q2 | $405K | Buy |
16,512
+468
| +3% | +$11.9K | 0.17% | 116 |
|
|
2015
Q1 | $420K | Sell |
16,044
-800
| -5% | -$21.1K | 0.18% | 113 |
|
|
2014
Q4 | $448K | Hold |
16,844
| – | – | 0.19% | 107 |
|
|
2014
Q3 | $395K | Buy |
+16,844
| New | +$407K | 0.18% | 111 |
|
Other funds holding NEE
