HeadInvest LLC’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 | $963K | Sell |
13,869
-7,747
| -36% | -$538K | 0.21% | 91 |
|
|
2025
Q1 | $1.53M | Sell |
21,616
-150
| -0.7% | -$10.6K | 0.3% | 73 |
|
|
2024
Q4 | $1.56M | Buy |
21,766
+75
| +0.3% | +$5.38K | 0.29% | 73 |
|
|
2024
Q3 | $1.83M | Sell |
21,691
-32
| -0.1% | -$2.71K | 0.34% | 68 |
|
|
2024
Q2 | $1.54M | Buy |
21,723
+379
| +2% | +$26.8K | 0.3% | 70 |
|
|
2024
Q1 | $1.36M | Sell |
21,344
-5,715
| -21% | -$365K | 0.27% | 77 |
|
|
2023
Q4 | $1.64M | Buy |
27,059
+3,678
| +16% | +$223K | 0.34% | 66 |
|
|
2023
Q3 | $1.22M | Sell |
23,381
-152
| -0.6% | -$7.93K | 0.26% | 74 |
|
|
2023
Q2 | $1.62M | Sell |
23,533
-254
| -1% | -$17.5K | 0.35% | 65 |
|
|
2023
Q1 | $1.83M | Buy |
23,787
+4
| +0% | +$308 | 0.4% | 55 |
|
|
2022
Q4 | $1.99M | Sell |
23,783
-316
| -1% | -$26.4K | 0.45% | 55 |
|
|
2022
Q3 | $1.89M | Buy |
24,099
+645
| +3% | +$50.6K | 0.45% | 55 |
|
|
2022
Q2 | $1.82M | Buy |
23,454
+545
| +2% | +$42.2K | 0.4% | 58 |
|
|
2022
Q1 | $1.94M | Buy |
22,909
+629
| +3% | +$53.3K | 0.37% | 61 |
|
|
2021
Q4 | $2.08M | Buy |
22,280
+280
| +1% | +$26.1K | 0.37% | 58 |
|
|
2021
Q3 | $1.73M | Sell |
22,000
-436
| -2% | -$34.2K | 0.33% | 63 |
|
|
2021
Q2 | $1.64M | Sell |
22,436
-126
| -0.6% | -$9.23K | 0.31% | 63 |
|
|
2021
Q1 | $1.71M | Sell |
22,562
-279
| -1% | -$21.1K | 0.35% | 56 |
|
|
2020
Q4 | $1.76M | Buy |
22,841
+2,681
| +13% | +$207K | 0.37% | 56 |
|
|
2020
Q3 | $1.4M | Sell |
20,160
-2,968
| -13% | -$206K | 0.4% | 52 |
|
|
2020
Q2 | $1.39M | Buy |
23,128
+5,084
| +28% | +$305K | 0.44% | 51 |
|
|
2020
Q1 | $1.09M | Buy |
18,044
+400
| +2% | +$24.1K | 0.41% | 50 |
|
|
2019
Q4 | $1.07M | Buy |
17,644
+120
| +0.7% | +$7.26K | 0.31% | 65 |
|
|
2019
Q3 | $1.02M | Buy |
17,524
+2,280
| +15% | +$133K | 0.31% | 65 |
|
|
2019
Q2 | $781K | Hold |
15,244
| – | – | 0.22% | 73 |
|
|
2019
Q1 | $737K | Sell |
15,244
-15,248
| -50% | -$737K | 0.21% | 79 |
|
|
2018
Q4 | $1.33M | Buy |
30,492
+15,248
| +100% | +$663K | 0.21% | 78 |
|
|
2018
Q3 | $639K | Sell |
15,244
-1,000
| -6% | -$41.9K | 0.18% | 84 |
|
|
2018
Q2 | $678K | Sell |
16,244
-1,200
| -7% | -$50.1K | 0.21% | 81 |
|
|
2018
Q1 | $712K | Hold |
17,444
| – | – | 0.23% | 74 |
|
|
2017
Q4 | $681K | Hold |
17,444
| – | – | 0.21% | 82 |
|
|
2017
Q3 | $676K | Hold |
17,444
| – | – | 0.21% | 81 |
|
|
2017
Q2 | $611K | Hold |
17,444
| – | – | 0.2% | 81 |
|
|
2017
Q1 | $560K | Buy |
17,444
+3,200
| +22% | +$103K | 0.19% | 83 |
|
|
2016
Q4 | $425K | Buy |
14,244
+400
| +3% | +$11.9K | 0.16% | 91 |
|
|
2016
Q3 | $425K | Sell |
13,844
-1,312
| -9% | -$40.3K | 0.15% | 93 |
|
|
2016
Q2 | $494K | Hold |
15,156
| – | – | 0.19% | 74 |
|
|
2016
Q1 | $448K | Buy |
15,156
+1,000
| +7% | +$29.6K | 0.18% | 79 |
|
|
2015
Q4 | $368K | Sell |
14,156
-884
| -6% | -$23K | 0.15% | 84 |
|
|
2015
Q3 | $367K | Buy |
15,040
+884
| +6% | +$21.6K | 0.15% | 84 |
|
|
2015
Q2 | $347K | Hold |
14,156
| – | – | 0.13% | 94 |
|
|
2015
Q1 | $368K | Buy |
14,156
+44
| +0.3% | +$1.14K | 0.13% | 90 |
|
|
2014
Q4 | $375K | Buy |
14,112
+44
| +0.3% | +$1.17K | 0.15% | 82 |
|
|
2014
Q3 | $352K | Buy |
14,068
+1,244
| +10% | +$31.1K | 0.14% | 87 |
|
|
2014
Q2 | $329K | Buy |
12,824
+44
| +0.3% | +$1.13K | 0.13% | 86 |
|
|
2014
Q1 | $305K | Sell |
12,780
-752
| -6% | -$17.9K | 0.13% | 83 |
|
|
2013
Q4 | $290K | Buy |
13,532
+44
| +0.3% | +$943 | 0.12% | 83 |
|
|
2013
Q3 | $270K | Buy |
13,488
+52
| +0.4% | +$1.04K | 0.12% | 87 |
|
|
2013
Q2 | $274K | Buy |
+13,436
| New | +$274K | 0.12% | 91 |
|