Franklin Street Advisors’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 | $845K | Hold |
12,176
| – | – | 0.05% | 89 |
|
|
2025
Q1 | $863K | Buy |
12,176
+10
| +0.1% | +$709 | 0.06% | 88 |
|
|
2024
Q4 | $872K | Sell |
12,166
-269
| -2% | -$19.3K | 0.06% | 91 |
|
|
2024
Q3 | $1.05M | Buy |
12,435
+386
| +3% | +$32.6K | 0.07% | 80 |
|
|
2024
Q2 | $853K | Buy |
12,049
+983
| +9% | +$69.6K | 0.06% | 86 |
|
|
2024
Q1 | $707K | Sell |
11,066
-460
| -4% | -$29.4K | 0.05% | 86 |
|
|
2023
Q4 | $700K | Sell |
11,526
-120
| -1% | -$7.29K | 0.06% | 85 |
|
|
2023
Q3 | $667K | Buy |
11,646
+680
| +6% | +$38.9K | 0.06% | 83 |
|
|
2023
Q2 | $814K | Sell |
10,966
-645
| -6% | -$47.9K | 0.07% | 82 |
|
|
2023
Q1 | $895K | Sell |
11,611
-3,653
| -24% | -$282K | 0.08% | 77 |
|
|
2022
Q4 | $1.28M | Sell |
15,264
-735
| -5% | -$61.4K | 0.12% | 71 |
|
|
2022
Q3 | $1.26M | Sell |
15,999
-60
| -0.4% | -$4.71K | 0.13% | 73 |
|
|
2022
Q2 | $1.24M | Sell |
16,059
-1,007
| -6% | -$78K | 0.12% | 75 |
|
|
2022
Q1 | $1.45M | Sell |
17,066
-53
| -0.3% | -$4.49K | 0.12% | 72 |
|
|
2021
Q4 | $1.6M | Buy |
17,119
+1,407
| +9% | +$131K | 0.12% | 70 |
|
|
2021
Q3 | $1.23M | Buy |
15,712
+818
| +5% | +$64.2K | 0.1% | 69 |
|
|
2021
Q2 | $1.09M | Sell |
14,894
-2,251
| -13% | -$165K | 0.09% | 77 |
|
|
2021
Q1 | $1.3M | Buy |
17,145
+44
| +0.3% | +$3.33K | 0.12% | 72 |
|
|
2020
Q4 | $1.32M | Sell |
17,101
-267
| -2% | -$20.6K | 0.13% | 70 |
|
|
2020
Q3 | $1.21M | Sell |
17,368
-380
| -2% | -$26.4K | 0.13% | 70 |
|
|
2020
Q2 | $1.07M | Sell |
17,748
-8,460
| -32% | -$508K | 0.13% | 71 |
|
|
2020
Q1 | $1.58M | Sell |
26,208
-676
| -3% | -$40.7K | 0.23% | 63 |
|
|
2019
Q4 | $1.63M | Sell |
26,884
-4
| -0% | -$242 | 0.19% | 70 |
|
|
2019
Q3 | $1.57M | Buy |
26,888
+10,660
| +66% | +$621K | 0.2% | 72 |
|
|
2019
Q2 | $831K | Buy |
16,228
+2,800
| +21% | +$143K | 0.11% | 85 |
|
|
2019
Q1 | $649K | Sell |
13,428
-3,228
| -19% | -$156K | 0.09% | 91 |
|
|
2018
Q4 | $724K | Buy |
16,656
+3,228
| +24% | +$140K | 0.11% | 87 |
|
|
2018
Q3 | $563K | Sell |
13,428
-1,804
| -12% | -$75.6K | 0.08% | 95 |
|
|
2018
Q2 | $636K | Buy |
15,232
+7,652
| +101% | +$320K | 0.09% | 89 |
|
|
2018
Q1 | $310K | Buy |
+7,580
| New | +$310K | 0.05% | 127 |
|