Howe & Rusling’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 | $17.6M | Buy |
253,184
+114,580
| +83% | +$7.95M | 1.3% | 19 |
|
|
2025
Q1 | $9.83M | Buy |
138,604
+37,030
| +36% | +$2.63M | 0.83% | 38 |
|
|
2024
Q4 | $7.28M | Buy |
101,574
+1,926
| +2% | +$138K | 0.63% | 51 |
|
|
2024
Q3 | $8.42M | Buy |
99,648
+594
| +0.6% | +$50.2K | 0.72% | 40 |
|
|
2024
Q2 | $7.01M | Buy |
99,054
+39,226
| +66% | +$2.78M | 0.64% | 52 |
|
|
2024
Q1 | $3.82M | Sell |
59,828
-28,310
| -32% | -$1.81M | 0.37% | 80 |
|
|
2023
Q4 | $5.35M | Sell |
88,138
-26,713
| -23% | -$1.62M | 0.57% | 62 |
|
|
2023
Q3 | $6.58M | Sell |
114,851
-33,783
| -23% | -$1.94M | 0.78% | 44 |
|
|
2023
Q2 | $11M | Sell |
148,634
-1,083
| -0.7% | -$80.4K | 1.23% | 25 |
|
|
2023
Q1 | $11.5M | Buy |
149,717
+4,686
| +3% | +$361K | 1.37% | 21 |
|
|
2022
Q4 | $12.1M | Sell |
145,031
-3,432
| -2% | -$287K | 1.52% | 20 |
|
|
2022
Q3 | $11.6M | Buy |
148,463
+4,323
| +3% | +$339K | 1.55% | 20 |
|
|
2022
Q2 | $11.2M | Buy |
144,140
+2,703
| +2% | +$209K | 1.42% | 21 |
|
|
2022
Q1 | $12M | Buy |
141,437
+17,997
| +15% | +$1.52M | 1.38% | 20 |
|
|
2021
Q4 | $11.5M | Buy |
123,440
+4,991
| +4% | +$466K | 1.35% | 21 |
|
|
2021
Q3 | $9.3M | Buy |
118,449
+114,604
| +2,981% | +$9M | 1.17% | 26 |
|
|
2021
Q2 | $282K | Buy |
3,845
+153
| +4% | +$11.2K | 0.04% | 155 |
|
|
2021
Q1 | $279K | Hold |
3,692
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $285K | Buy |
3,692
+460
| +14% | +$35.5K | 0.04% | 137 |
|
|
2020
Q3 | $224K | Sell |
3,232
-272
| -8% | -$18.9K | 0.04% | 140 |
|
|
2020
Q2 | $210K | Sell |
3,504
-144
| -4% | -$8.63K | 0.04% | 137 |
|
|
2020
Q1 | $219K | Buy |
3,648
+80
| +2% | +$4.8K | 0.05% | 134 |
|
|
2019
Q4 | $216K | Sell |
3,568
-4
| -0.1% | -$242 | 0.04% | 180 |
|
|
2019
Q3 | $208K | Sell |
3,572
-760
| -18% | -$44.3K | 0.04% | 188 |
|
|
2019
Q2 | $222K | Sell |
4,332
-1,000
| -19% | -$51.2K | 0.04% | 180 |
|
|
2019
Q1 | $258K | Buy |
5,332
+404
| +8% | +$19.5K | 0.04% | 164 |
|
|
2018
Q4 | $214K | Sell |
4,928
-340
| -6% | -$14.8K | 0.05% | 156 |
|
|
2018
Q3 | $221K | Buy |
5,268
+1,660
| +46% | +$69.6K | 0.04% | 150 |
|
|
2018
Q2 | $151K | Buy |
3,608
+1,492
| +71% | +$62.4K | 0.03% | 170 |
|
|
2018
Q1 | $86K | Buy |
2,116
+1,316
| +165% | +$53.5K | 0.02% | 223 |
|
|
2017
Q4 | $31K | Hold |
800
| – | – | 0.01% | 341 |
|
|
2017
Q3 | $29K | Hold |
800
| – | – | 0.01% | 346 |
|
|
2017
Q2 | $28K | Sell |
800
-684
| -46% | -$23.9K | 0.01% | 332 |
|
|
2017
Q1 | $48K | Hold |
1,484
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $44K | Hold |
1,484
| – | – | 0.01% | 277 |
|
|
2016
Q3 | $45K | Buy |
1,484
+464
| +45% | +$14.1K | 0.01% | 264 |
|
|
2016
Q2 | $33K | Buy |
1,020
+220
| +28% | +$7.12K | 0.01% | 275 |
|
|
2016
Q1 | $24K | Hold |
800
| – | – | 0.01% | 381 |
|
|
2015
Q4 | $21K | Sell |
800
-96
| -11% | -$2.52K | ﹤0.01% | 376 |
|
|
2015
Q3 | $22K | Hold |
896
| – | – | 0.01% | 376 |
|
|
2015
Q2 | $22K | Hold |
896
| – | – | ﹤0.01% | 395 |
|
|
2015
Q1 | $23K | Sell |
896
-196
| -18% | -$5.03K | 0.01% | 376 |
|
|
2014
Q4 | $29K | Hold |
1,092
| – | – | 0.01% | 342 |
|
|
2014
Q3 | $26K | Hold |
1,092
| – | – | 0.01% | 354 |
|
|
2014
Q2 | $28K | Hold |
1,092
| – | – | 0.01% | 348 |
|
|
2014
Q1 | $26K | Hold |
1,092
| – | – | 0.01% | 417 |
|
|
2013
Q4 | $23K | Buy |
1,092
+316
| +41% | +$6.66K | 0.01% | 377 |
|
|
2013
Q3 | $15K | Sell |
776
-996
| -56% | -$19.3K | 0.01% | 524 |
|
|
2013
Q2 | $36K | Buy |
+1,772
| New | +$36K | 0.01% | 392 |
|