Horan Capital Advisors’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
Q1 | $3.25M | Sell |
45,855
-126
| -0.3% | -$8.93K | 1.1% | 32 |
|
|
2024
Q4 | $3.3M | Sell |
45,981
-436
| -0.9% | -$31.3K | 1.11% | 27 |
|
|
2024
Q3 | $3.92M | Sell |
46,417
-83
| -0.2% | -$7.02K | 1.3% | 25 |
|
|
2024
Q2 | $3.29M | Sell |
46,500
-526
| -1% | -$37.2K | 1.16% | 29 |
|
|
2024
Q1 | $3.01M | Sell |
47,026
-844
| -2% | -$53.9K | 1.07% | 37 |
|
|
2023
Q4 | $2.91M | Buy |
47,870
+40,883
| +585% | +$2.48M | 1.07% | 35 |
|
|
2023
Q3 | $400K | Buy |
6,987
+1,921
| +38% | +$110K | 0.16% | 80 |
|
|
2023
Q2 | $376K | Sell |
5,066
-52
| -1% | -$3.86K | 0.15% | 81 |
|
|
2023
Q1 | $394K | Buy |
5,118
+1,052
| +26% | +$81.1K | 0.16% | 77 |
|
|
2022
Q4 | $340K | Hold |
4,066
| – | – | 0.15% | 77 |
|
|
2022
Q3 | $319K | Hold |
4,066
| – | – | 0.15% | 74 |
|
|
2022
Q2 | $315K | Hold |
4,066
| – | – | 0.15% | 73 |
|
|
2022
Q1 | $344K | Buy |
4,066
+206
| +5% | +$17.4K | 0.14% | 76 |
|
|
2021
Q4 | $360K | Hold |
3,860
| – | – | 0.14% | 75 |
|
|
2021
Q3 | $303K | Hold |
3,860
| – | – | 0.13% | 79 |
|
|
2021
Q2 | $283K | Sell |
3,860
-100
| -3% | -$7.33K | 0.13% | 79 |
|
|
2021
Q1 | $299K | Sell |
3,960
-77
| -2% | -$5.81K | 0.14% | 73 |
|
|
2020
Q4 | $311K | Buy |
4,037
+809
| +25% | +$62.3K | 0.16% | 66 |
|
|
2020
Q3 | $224K | Buy |
+3,228
| New | +$224K | 0.13% | 78 |
|
|
2020
Q2 | – | Sell |
-3,328
| Closed | -$200K | – | 78 |
|
|
2020
Q1 | $200K | Buy |
3,328
+168
| +5% | +$10.1K | 0.16% | 68 |
|
|
2019
Q4 | $191K | Hold |
3,160
| – | – | 0.11% | 74 |
|
|
2019
Q3 | $184K | Buy |
+3,160
| New | +$184K | 0.11% | 72 |
|
|
2019
Q2 | – | Sell |
-3,160
| Closed | -$153K | – | 187 |
|
|
2019
Q1 | $153K | Buy |
+3,160
| New | +$153K | 0.1% | 76 |
|
|
2017
Q4 | – | Sell |
-3,660
| Closed | -$134K | – | 199 |
|
|
2017
Q3 | $134K | Buy |
+3,660
| New | +$134K | 0.08% | 88 |
|