Inscription 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 | $382K | Sell |
5,500
-3,810
| -41% | -$265K | 0.06% | 287 |
|
|
2025
Q1 | $595K | Buy |
+9,310
| New | +$595K | 0.1% | 153 |
|
|
2024
Q3 | $505K | Sell |
5,974
-3,361
| -36% | -$284K | 0.08% | 186 |
|
|
2024
Q2 | $661K | Buy |
9,335
+25
| +0.3% | +$1.77K | 0.11% | 144 |
|
|
2024
Q1 | $595K | Sell |
9,310
-458
| -5% | -$29.3K | 0.1% | 153 |
|
|
2023
Q4 | $593K | Buy |
9,768
+84
| +0.9% | +$5.1K | 0.16% | 100 |
|
|
2023
Q3 | $555K | Buy |
9,684
+129
| +1% | +$7.39K | 0.18% | 90 |
|
|
2023
Q2 | $709K | Sell |
9,555
-3,111
| -25% | -$231K | 0.22% | 78 |
|
|
2023
Q1 | $976K | Buy |
12,666
+497
| +4% | +$38.3K | 0.26% | 72 |
|
|
2022
Q4 | $1.02M | Hold |
12,169
| – | – | 0.35% | 67 |
|
|
2022
Q3 | $954K | Sell |
12,169
-24,000
| -66% | -$1.88M | 0.27% | 64 |
|
|
2022
Q2 | $2.8M | Buy |
36,169
+24,180
| +202% | +$1.87M | 0.51% | 46 |
|
|
2022
Q1 | $1.02M | Sell |
11,989
-1,046
| -8% | -$88.6K | 0.29% | 73 |
|
|
2021
Q4 | $1.22M | Buy |
13,035
+852
| +7% | +$79.5K | 0.33% | 70 |
|
|
2021
Q3 | $957K | Sell |
12,183
-10,359
| -46% | -$814K | 0.3% | 75 |
|
|
2021
Q2 | $1.65M | Buy |
22,542
+9,870
| +78% | +$723K | 0.19% | 101 |
|
|
2021
Q1 | $958K | Sell |
12,672
-204
| -2% | -$15.4K | 0.33% | 76 |
|
|
2020
Q4 | $993K | Sell |
12,876
-3,984
| -24% | -$307K | 0.38% | 66 |
|
|
2020
Q3 | $1.17M | Buy |
16,860
+260
| +2% | +$18K | 0.52% | 52 |
|
|
2020
Q2 | $997K | Buy |
16,600
+756
| +5% | +$45.4K | 0.55% | 53 |
|
|
2020
Q1 | $953K | Sell |
15,844
-64
| -0.4% | -$3.85K | 0.63% | 45 |
|
|
2019
Q4 | $963K | Sell |
15,908
-204
| -1% | -$12.3K | 0.43% | 64 |
|
|
2019
Q3 | $938K | Buy |
16,112
+3,936
| +32% | +$229K | 0.52% | 55 |
|
|
2019
Q2 | $633K | Buy |
12,176
+44
| +0.4% | +$2.29K | 0.47% | 48 |
|
|
2019
Q1 | $586K | Sell |
12,132
-732
| -6% | -$35.4K | 0.31% | 59 |
|
|
2018
Q4 | $559K | Buy |
+12,864
| New | +$559K | 0.31% | 55 |
|