Freestone Capital Holdings’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 | $8.8M | Sell |
126,799
-47,038
| -27% | -$3.27M | 0.3% | 61 |
|
|
2025
Q1 | $12.3M | Buy |
173,837
+14,230
| +9% | +$1.01M | 0.46% | 44 |
|
|
2024
Q4 | $11.4M | Buy |
159,607
+4,171
| +3% | +$299K | 0.4% | 48 |
|
|
2024
Q3 | $13.1M | Sell |
155,436
-4,917
| -3% | -$416K | 0.45% | 42 |
|
|
2024
Q2 | $11.4M | Sell |
160,353
-722
| -0.4% | -$51.1K | 0.41% | 48 |
|
|
2024
Q1 | $10.3M | Buy |
161,075
+29,260
| +22% | +$1.87M | 0.38% | 51 |
|
|
2023
Q4 | $8.01M | Sell |
131,815
-23,148
| -15% | -$1.41M | 0.36% | 56 |
|
|
2023
Q3 | $8.88M | Buy |
154,963
+11,195
| +8% | +$641K | 0.47% | 49 |
|
|
2023
Q2 | $10.7M | Buy |
143,768
+12,353
| +9% | +$917K | 0.43% | 45 |
|
|
2023
Q1 | $10.1M | Sell |
131,415
-5,222
| -4% | -$403K | 0.45% | 39 |
|
|
2022
Q4 | $11.4M | Buy |
136,637
+441
| +0.3% | +$36.9K | 0.52% | 31 |
|
|
2022
Q3 | $10.7M | Sell |
136,196
-11,606
| -8% | -$910K | 0.48% | 28 |
|
|
2022
Q2 | $11.4M | Sell |
147,802
-14,262
| -9% | -$1.1M | 0.44% | 35 |
|
|
2022
Q1 | $13.7M | Buy |
162,064
+9,205
| +6% | +$780K | 0.55% | 35 |
|
|
2021
Q4 | $14.3M | Buy |
152,859
+6,752
| +5% | +$630K | 0.6% | 36 |
|
|
2021
Q3 | $11.5M | Buy |
146,107
+32,167
| +28% | +$2.53M | 0.58% | 40 |
|
|
2021
Q2 | $8.35M | Buy |
113,940
+4,833
| +4% | +$354K | 0.42% | 56 |
|
|
2021
Q1 | $8.25M | Buy |
109,107
+7,498
| +7% | +$567K | 0.45% | 55 |
|
|
2020
Q4 | $7.84M | Sell |
101,609
-9,875
| -9% | -$762K | 0.46% | 48 |
|
|
2020
Q3 | $7.74M | Buy |
111,484
+32,216
| +41% | +$2.24M | 0.5% | 42 |
|
|
2020
Q2 | $4.76K | Buy |
79,268
+52,352
| +195% | +$3.14K | 0.06% | 78 |
|
|
2020
Q1 | $1.62K | Sell |
26,916
-46,940
| -64% | -$2.82K | 0.04% | 152 |
|
|
2019
Q4 | $4.47K | Buy |
73,856
+45,280
| +158% | +$2.74K | 0.09% | 85 |
|
|
2019
Q3 | $1.66K | Buy |
28,576
+18,664
| +188% | +$1.09K | 0.04% | 195 |
|
|
2019
Q2 | $508 | Buy |
9,912
+4,440
| +81% | +$228 | 0.01% | 289 |
|
|
2019
Q1 | $264K | Buy |
+5,472
| New | +$264K | 0.02% | 318 |
|
|
2013
Q4 | – | Sell |
-19,132
| Closed | -$336K | – | 335 |
|
|
2013
Q3 | $336K | Buy |
+19,132
| New | +$336K | 0.06% | 258 |
|