Freedom Investment Management’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
Q3 | – | Sell |
-11,357
| Closed | -$788K | – | 482 |
|
|
2025
Q2 | $788K | Sell |
11,357
-533
| -4% | -$37K | 0.06% | 310 |
|
|
2025
Q1 | $843K | Sell |
11,890
-2,826
| -19% | -$199K | 0.07% | 286 |
|
|
2024
Q4 | $1.05M | Buy |
14,716
+3,071
| +26% | +$239K | 0.09% | 215 |
|
|
2024
Q3 | $984K | Sell |
11,645
-791
| -6% | -$61.7K | 0.08% | 246 |
|
|
2024
Q2 | $881K | Buy |
12,436
+768
| +7% | +$54.5K | 0.07% | 273 |
|
|
2024
Q1 | $746K | Sell |
11,668
-41
| -0.4% | -$2.4K | 0.06% | 328 |
|
|
2023
Q4 | $711K | Sell |
11,709
-293
| -2% | -$16.7K | 0.06% | 353 |
|
|
2023
Q3 | $688K | Sell |
12,002
-5,640
| -32% | -$390K | 0.08% | 296 |
|
|
2023
Q2 | $1.31M | Buy |
17,642
+1,791
| +11% | +$136K | 0.15% | 176 |
|
|
2023
Q1 | $1.22M | Sell |
15,851
-9,315
| -37% | -$716K | 0.14% | 193 |
|
|
2022
Q4 | $2.1M | Sell |
25,166
-828
| -3% | -$66.9K | 0.24% | 103 |
|
|
2022
Q3 | $2.04M | Buy |
25,994
+168
| +0.7% | +$14.3K | 0.24% | 100 |
|
|
2022
Q2 | $2M | Buy |
25,826
+125
| +0.5% | +$9.52K | 0.21% | 114 |
|
|
2022
Q1 | $2.18M | Buy |
25,701
+4,595
| +22% | +$368K | 0.2% | 125 |
|
|
2021
Q4 | $1.97M | Sell |
21,106
-1,974
| -9% | -$171K | 0.14% | 183 |
|
|
2021
Q3 | $1.81M | Buy |
23,080
+4,333
| +23% | +$349K | 0.14% | 196 |
|
|
2021
Q2 | $1.37M | Buy |
18,747
+1,409
| +8% | +$106K | 0.1% | 244 |
|
|
2021
Q1 | $1.31M | Buy |
17,338
+513
| +3% | +$40K | 0.1% | 237 |
|
|
2020
Q4 | $1.3M | Sell |
16,825
-999
| -6% | -$74.7K | 0.14% | 151 |
|
|
2020
Q3 | $1.24M | Buy |
17,824
+2,552
| +17% | +$176K | 0.13% | 151 |
|
|
2020
Q2 | $917K | Buy |
15,272
+4,588
| +43% | +$275K | 0.1% | 176 |
|
|
2020
Q1 | $720K | Buy |
10,684
+460
| +4% | +$28.9K | 0.06% | 248 |
|
|
2019
Q4 | $619K | Sell |
10,224
-396
| -4% | -$23.1K | 0.05% | 299 |
|
|
2019
Q3 | $619K | Sell |
10,620
-792
| -7% | -$42.9K | 0.05% | 308 |
|
|
2019
Q2 | $584K | Sell |
11,412
-1,384
| -11% | -$68.1K | 0.05% | 320 |
|
|
2019
Q1 | $618K | Buy |
12,796
+604
| +5% | +$27.6K | 0.05% | 331 |
|
|
2018
Q4 | $530K | Sell |
12,192
-1,360
| -10% | -$59.5K | 0.04% | 407 |
|
|
2018
Q3 | $576K | Sell |
13,552
-112
| -0.8% | -$4.77K | 0.04% | 478 |
|
|
2018
Q2 | $571K | Sell |
13,664
-67,084
| -83% | -$2.71M | 0.03% | 493 |
|
|
2018
Q1 | $3.3M | Sell |
80,748
-244
| -0.3% | -$9.41K | 0.17% | 90 |
|
|
2017
Q4 | $3.16M | Buy |
80,992
+3,760
| +5% | +$145K | 0.16% | 82 |
|
|
2017
Q3 | $2.83M | Buy |
77,232
+4,868
| +7% | +$178K | 0.16% | 80 |
|
|
2017
Q2 | $2.54M | Buy |
72,364
+41,392
| +134% | +$1.41M | 0.14% | 84 |
|
|
2017
Q1 | $994K | Buy |
30,972
+2,488
| +9% | +$78.2K | 0.06% | 292 |
|
|
2016
Q4 | $851K | Sell |
28,484
-2,040
| -7% | -$61K | 0.05% | 297 |
|
|
2016
Q3 | $933K | Sell |
30,524
-1,380
| -4% | -$43.5K | 0.06% | 258 |
|
|
2016
Q2 | $1.04M | Buy |
31,904
+4,688
| +17% | +$141K | 0.07% | 210 |
|
|
2016
Q1 | $805K | Buy |
27,216
+6,008
| +28% | +$169K | 0.06% | 260 |
|
|
2015
Q4 | $551K | Sell |
21,208
-15,024
| -41% | -$380K | 0.04% | 376 |
|
|
2015
Q3 | $234K | Buy |
36,232
+16,176
| +81% | +$411K | 0.02% | 564 |
|
|
2015
Q2 | $492K | Sell |
20,056
-1,068
| -5% | -$27.1K | 0.05% | 351 |
|
|
2015
Q1 | $549K | Buy |
21,124
+552
| +3% | +$14.6K | 0.06% | 273 |
|
|
2014
Q4 | $547K | Buy |
20,572
+2,052
| +11% | +$51.8K | 0.07% | 260 |
|
|
2014
Q3 | $435K | Buy |
18,520
+904
| +5% | +$21.8K | 0.08% | 263 |
|
|
2014
Q2 | $451K | Buy |
17,616
+1,760
| +11% | +$42.8K | 0.08% | 259 |
|
|
2014
Q1 | $379K | Sell |
15,856
-568
| -3% | -$12.9K | 0.08% | 251 |
|
|
2013
Q4 | $352K | Sell |
16,424
-848
| -5% | -$17.9K | 0.09% | 246 |
|
|
2013
Q3 | $346K | Sell |
17,272
-2,196
| -11% | -$45.3K | 0.1% | 183 |
|
|
2013
Q2 | $397K | Buy |
+19,468
| New | +$386K | 0.14% | 132 |
|
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