Horan Securities’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
4,609
+697
| +18% | +$48.4K | 0.11% | 107 |
|
|
2025
Q1 | $277K | Sell |
3,912
-211
| -5% | -$14.9K | 0.1% | 101 |
|
|
2024
Q4 | $296K | Sell |
4,123
-23
| -0.6% | -$1.79K | 0.11% | 98 |
|
|
2024
Q3 | $350K | Sell |
4,146
-558
| -12% | -$43.5K | 0.14% | 88 |
|
|
2024
Q2 | $333K | Buy |
4,704
+3
| +0.1% | +$213 | 0.14% | 75 |
|
|
2024
Q1 | $300K | Buy |
4,701
+24
| +0.5% | +$1.41K | 0.14% | 76 |
|
|
2023
Q4 | $284K | Buy |
+4,677
| New | +$267K | 0.14% | 79 |
|
|
2023
Q3 | – | Sell |
-728
| Closed | -$54K | – | 453 |
|
|
2023
Q2 | $54K | Buy |
728
+18
| +3% | +$1.36K | 0.02% | 228 |
|
|
2023
Q1 | $54.7K | Buy |
710
+131
| +23% | +$10.1K | 0.03% | 209 |
|
|
2022
Q4 | $48.4K | Buy |
579
+107
| +23% | +$8.64K | 0.03% | 205 |
|
|
2022
Q3 | $37K | Hold |
472
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $37K | Hold |
472
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $40K | Hold |
472
| – | – | 0.02% | 199 |
|
|
2021
Q4 | $44K | Buy |
+472
| New | +$40.8K | 0.03% | 182 |
|
|
2021
Q2 | $30K | Hold |
412
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $31K | Sell |
412
-177
| -30% | -$13.8K | 0.03% | 185 |
|
|
2020
Q4 | $45K | Buy |
589
+93
| +19% | +$6.96K | 0.04% | 132 |
|
|
2020
Q3 | $34K | Sell |
496
-184
| -27% | -$12.7K | 0.03% | 132 |
|
|
2020
Q2 | $41K | Sell |
680
-8
| -1% | -$479 | 0.05% | 84 |
|
|
2020
Q1 | $41K | Buy |
+688
| New | +$43.2K | 0.06% | 74 |
|
|
2019
Q4 | – | Sell |
-688
| Closed | -$40K | – | 159 |
|
|
2019
Q3 | $40K | Buy |
688
+188
| +38% | +$10.2K | 0.04% | 82 |
|
|
2019
Q2 | $26K | Sell |
500
-200
| -29% | -$9.84K | 0.03% | 108 |
|
|
2019
Q1 | $34K | Hold |
700
| – | – | 0.04% | 90 |
|
|
2018
Q4 | $30K | Hold |
700
| – | – | 0.04% | 92 |
|
|
2018
Q3 | $30K | Hold |
700
| – | – | 0.03% | 76 |
|
|
2018
Q2 | $30K | Hold |
700
| – | – | 0.03% | 78 |
|
|
2018
Q1 | $28K | Sell |
700
-700
| -50% | -$27K | 0.02% | 67 |
|
|
2017
Q4 | $53K | Buy |
+1,400
| New | +$54.1K | 0.05% | 55 |
|
Other funds holding NEE
