Hennion & Walsh Asset Management’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 | $4.03M | Buy |
58,006
+17,712
| +44% | +$1.23M | 0.16% | 148 |
|
|
2025
Q1 | $2.86M | Buy |
40,294
+19,937
| +98% | +$1.41M | 0.13% | 204 |
|
|
2024
Q4 | $1.46M | Buy |
20,357
+12,339
| +154% | +$885K | 0.07% | 368 |
|
|
2024
Q3 | $678K | Sell |
8,018
-5,728
| -42% | -$484K | 0.03% | 545 |
|
|
2024
Q2 | $973K | Sell |
13,746
-11,557
| -46% | -$818K | 0.05% | 426 |
|
|
2024
Q1 | $1.62M | Sell |
25,303
-6,724
| -21% | -$430K | 0.09% | 302 |
|
|
2023
Q4 | $1.95M | Sell |
32,027
-16,196
| -34% | -$984K | 0.11% | 244 |
|
|
2023
Q3 | $2.76M | Sell |
48,223
-870
| -2% | -$49.8K | 0.18% | 151 |
|
|
2023
Q2 | $3.64M | Sell |
49,093
-6,845
| -12% | -$508K | 0.22% | 114 |
|
|
2023
Q1 | $4.31M | Sell |
55,938
-3,910
| -7% | -$301K | 0.26% | 93 |
|
|
2022
Q4 | $5M | Buy |
59,848
+1,000
| +2% | +$83.6K | 0.31% | 77 |
|
|
2022
Q3 | $4.61M | Sell |
58,848
-14,370
| -20% | -$1.13M | 0.3% | 76 |
|
|
2022
Q2 | $5.67M | Buy |
73,218
+4,947
| +7% | +$383K | 0.35% | 68 |
|
|
2022
Q1 | $5.78M | Sell |
68,271
-3,034
| -4% | -$257K | 0.31% | 81 |
|
|
2021
Q4 | $6.66M | Buy |
71,305
+3,440
| +5% | +$321K | 0.33% | 81 |
|
|
2021
Q3 | $5.33M | Sell |
67,865
-14,407
| -18% | -$1.13M | 0.28% | 94 |
|
|
2021
Q2 | $6.03M | Sell |
82,272
-3,373
| -4% | -$247K | 0.32% | 71 |
|
|
2021
Q1 | $6.48M | Buy |
+85,645
| New | +$6.48M | 0.39% | 58 |
|