ICW Investment 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
Q2 | $1.54M | Buy |
22,134
+812
| +4% | +$56.4K | 0.61% | 68 |
|
2025
Q1 | $1.51M | Buy |
21,322
+337
| +2% | +$23.9K | 0.62% | 67 |
|
2024
Q4 | $1.5M | Buy |
20,985
+655
| +3% | +$47K | 0.63% | 67 |
|
2024
Q3 | $1.72M | Buy |
20,330
+316
| +2% | +$26.7K | 0.72% | 59 |
|
2024
Q2 | $1.42M | Sell |
20,014
-466
| -2% | -$33K | 0.64% | 61 |
|
2024
Q1 | $1.31M | Buy |
20,480
+933
| +5% | +$59.6K | 0.58% | 72 |
|
2023
Q4 | $1.19M | Buy |
19,547
+649
| +3% | +$39.4K | 0.58% | 70 |
|
2023
Q3 | $1.08M | Buy |
18,898
+1,659
| +10% | +$95K | 0.58% | 69 |
|
2023
Q2 | $1.28M | Buy |
17,239
+460
| +3% | +$34.1K | 0.69% | 64 |
|
2023
Q1 | $1.29M | Buy |
16,779
+550
| +3% | +$42.4K | 0.73% | 58 |
|
2022
Q4 | $1.36M | Buy |
16,229
+171
| +1% | +$14.3K | 0.81% | 53 |
|
2022
Q3 | $1.26M | Buy |
16,058
+64
| +0.4% | +$5.02K | 0.85% | 53 |
|
2022
Q2 | $1.24M | Sell |
15,994
-15
| -0.1% | -$1.16K | 0.79% | 55 |
|
2022
Q1 | $1.36M | Buy |
16,009
+16
| +0.1% | +$1.36K | 0.78% | 56 |
|
2021
Q4 | $1.49M | Buy |
15,993
+249
| +2% | +$23.2K | 0.83% | 53 |
|
2021
Q3 | $1.24M | Buy |
15,744
+9
| +0.1% | +$707 | 0.8% | 55 |
|
2021
Q2 | $1.15M | Buy |
15,735
+128
| +0.8% | +$9.38K | 0.75% | 58 |
|
2021
Q1 | $1.18M | Buy |
15,607
+59
| +0.4% | +$4.46K | 0.81% | 57 |
|
2020
Q4 | $1.18M | Sell |
15,548
-496
| -3% | -$37.7K | 0.85% | 51 |
|
2020
Q3 | $1.11M | Buy |
16,044
+112
| +0.7% | +$7.77K | 0.83% | 53 |
|
2020
Q2 | $957K | Sell |
15,932
-64
| -0.4% | -$3.84K | 0.78% | 56 |
|
2020
Q1 | $962K | Buy |
15,996
+516
| +3% | +$31K | 0.91% | 51 |
|
2019
Q4 | $937K | Buy |
+15,480
| New | +$937K | 0.76% | 60 |
|