Harvey Investment Company’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 | $238K | Hold |
3,432
| – | – | 0.03% | 97 |
|
|
2025
Q1 | $243K | Hold |
3,432
| – | – | 0.03% | 98 |
|
|
2024
Q4 | $246K | Hold |
3,432
| – | – | 0.03% | 96 |
|
|
2024
Q3 | $290K | Hold |
3,432
| – | – | 0.03% | 89 |
|
|
2024
Q2 | $243K | Hold |
3,432
| – | – | 0.03% | 90 |
|
|
2024
Q1 | $219K | Hold |
3,432
| – | – | 0.02% | 93 |
|
|
2023
Q4 | $208K | Buy |
+3,432
| New | +$208K | 0.03% | 91 |
|
|
2023
Q3 | – | Sell |
-3,432
| Closed | -$255K | – | 93 |
|
|
2023
Q2 | $255K | Sell |
3,432
-100
| -3% | -$7.43K | 0.03% | 86 |
|
|
2023
Q1 | $272K | Hold |
3,532
| – | – | 0.03% | 85 |
|
|
2022
Q4 | $295K | Hold |
3,532
| – | – | 0.04% | 82 |
|
|
2022
Q3 | $277K | Hold |
3,532
| – | – | 0.04% | 82 |
|
|
2022
Q2 | $274K | Hold |
3,532
| – | – | 0.04% | 83 |
|
|
2022
Q1 | $299K | Hold |
3,532
| – | – | 0.04% | 84 |
|
|
2021
Q4 | $330K | Hold |
3,532
| – | – | 0.04% | 84 |
|
|
2021
Q3 | $277K | Sell |
3,532
-200
| -5% | -$15.7K | 0.04% | 84 |
|
|
2021
Q2 | $273K | Hold |
3,732
| – | – | 0.04% | 84 |
|
|
2021
Q1 | $282K | Hold |
3,732
| – | – | 0.04% | 82 |
|
|
2020
Q4 | $288K | Hold |
3,732
| – | – | 0.04% | 80 |
|
|
2020
Q3 | $259K | Hold |
3,732
| – | – | 0.04% | 81 |
|
|
2020
Q2 | $224K | Hold |
3,732
| – | – | 0.04% | 83 |
|
|
2020
Q1 | $224K | Hold |
3,732
| – | – | 0.04% | 81 |
|
|
2019
Q4 | $226K | Hold |
3,732
| – | – | 0.03% | 82 |
|
|
2019
Q3 | $217K | Buy |
+3,732
| New | +$217K | 0.04% | 85 |
|
|
2019
Q2 | – | Sell |
-6,292
| Closed | -$304K | – | 87 |
|
|
2019
Q1 | $304K | Sell |
6,292
-640
| -9% | -$30.9K | 0.05% | 71 |
|
|
2018
Q4 | $301K | Buy |
+6,932
| New | +$301K | 0.06% | 71 |
|