Holderness Investments 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 | $763K | Hold |
10,985
| – | – | 0.16% | 124 |
|
|
2025
Q1 | $779K | Buy |
10,985
+50
| +0.5% | +$3.55K | 0.18% | 122 |
|
|
2024
Q4 | $784K | Sell |
10,935
-21
| -0.2% | -$1.51K | 0.17% | 119 |
|
|
2024
Q3 | $926K | Sell |
10,956
-420
| -4% | -$35.5K | 0.2% | 107 |
|
|
2024
Q2 | $806K | Hold |
11,376
| – | – | 0.19% | 114 |
|
|
2024
Q1 | $727K | Hold |
11,376
| – | – | 0.18% | 126 |
|
|
2023
Q4 | $691K | Buy |
11,376
+6,617
| +139% | +$402K | 0.19% | 120 |
|
|
2023
Q3 | $273K | Buy |
4,759
+220
| +5% | +$12.6K | 0.11% | 159 |
|
|
2023
Q2 | $337K | Buy |
4,539
+68
| +2% | +$5.05K | 0.12% | 149 |
|
|
2023
Q1 | $345K | Buy |
4,471
+51
| +1% | +$3.93K | 0.14% | 140 |
|
|
2022
Q4 | $370K | Hold |
4,420
| – | – | 0.16% | 130 |
|
|
2022
Q3 | $347K | Hold |
4,420
| – | – | 0.16% | 134 |
|
|
2022
Q2 | $342K | Hold |
4,420
| – | – | 0.14% | 145 |
|
|
2022
Q1 | $374K | Buy |
4,420
+20
| +0.5% | +$1.69K | 0.12% | 156 |
|
|
2021
Q4 | $411K | Hold |
4,400
| – | – | 0.12% | 162 |
|
|
2021
Q3 | $345K | Sell |
4,400
-100
| -2% | -$7.84K | 0.11% | 164 |
|
|
2021
Q2 | $330K | Hold |
4,500
| – | – | 0.11% | 167 |
|
|
2021
Q1 | $340K | Hold |
4,500
| – | – | 0.12% | 156 |
|
|
2020
Q4 | $347K | Sell |
4,500
-176
| -4% | -$13.6K | 0.13% | 139 |
|
|
2020
Q3 | $324K | Buy |
4,676
+760
| +19% | +$52.7K | 0.13% | 136 |
|
|
2020
Q2 | $235K | Buy |
+3,916
| New | +$235K | 0.1% | 157 |
|