IEQ Capital’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 | $4.86M | Buy |
70,023
+33,618
| +92% | +$2.33M | 0.03% | 429 |
|
|
2025
Q1 | $2.58M | Sell |
36,405
-33,202
| -48% | -$2.35M | 0.02% | 517 |
|
|
2024
Q4 | $4.99M | Sell |
69,607
-15,600
| -18% | -$1.12M | 0.05% | 269 |
|
|
2024
Q3 | $7.2M | Buy |
85,207
+11,005
| +15% | +$930K | 0.09% | 155 |
|
|
2024
Q2 | $5.25M | Buy |
74,202
+15,948
| +27% | +$1.13M | 0.07% | 178 |
|
|
2024
Q1 | $3.72M | Buy |
58,254
+3,939
| +7% | +$252K | 0.05% | 226 |
|
|
2023
Q4 | $3.3M | Buy |
54,315
+1,708
| +3% | +$104K | 0.05% | 208 |
|
|
2023
Q3 | $3.01M | Sell |
52,607
-19,365
| -27% | -$1.11M | 0.06% | 193 |
|
|
2023
Q2 | $5.34M | Buy |
71,972
+4,483
| +7% | +$333K | 0.11% | 127 |
|
|
2023
Q1 | $5.2M | Sell |
67,489
-15,937
| -19% | -$1.23M | 0.12% | 120 |
|
|
2022
Q4 | $6.97M | Buy |
83,426
+7,008
| +9% | +$586K | 0.2% | 91 |
|
|
2022
Q3 | $5.99M | Buy |
76,418
+37,184
| +95% | +$2.92M | 0.16% | 99 |
|
|
2022
Q2 | $3.04M | Sell |
39,234
-5,016
| -11% | -$389K | 0.09% | 151 |
|
|
2022
Q1 | $3.75M | Sell |
44,250
-496
| -1% | -$42K | 0.09% | 138 |
|
|
2021
Q4 | $4.18M | Buy |
44,746
+4,273
| +11% | +$399K | 0.1% | 118 |
|
|
2021
Q3 | $3.18M | Buy |
40,473
+4,162
| +11% | +$327K | 0.08% | 136 |
|
|
2021
Q2 | $2.66M | Buy |
36,311
+6,743
| +23% | +$494K | 0.08% | 144 |
|
|
2021
Q1 | $2.24M | Sell |
29,568
-116
| -0.4% | -$8.77K | 0.09% | 128 |
|
|
2020
Q4 | $2.29M | Buy |
29,684
+3,496
| +13% | +$270K | 0.1% | 116 |
|
|
2020
Q3 | $1.82M | Buy |
26,188
+2,744
| +12% | +$190K | 0.1% | 117 |
|
|
2020
Q2 | $1.41M | Sell |
23,444
-3,972
| -14% | -$239K | 0.09% | 127 |
|
|
2020
Q1 | $1.65M | Buy |
27,416
+4,408
| +19% | +$265K | 0.13% | 102 |
|
|
2019
Q4 | $1.39M | Buy |
+23,008
| New | +$1.39M | 0.12% | 120 |
|