Institutional & Family Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.5M | Buy |
77,622
+41
| +0.1% | +$2.9K | 0.84% | 26 |
|
|
2024
Q1 | $4.96M | Buy |
77,581
+17,391
| +29% | +$1.11M | 0.79% | 34 |
|
|
2023
Q4 | $3.66M | Buy |
60,190
+203
| +0.3% | +$12.3K | 0.6% | 59 |
|
|
2023
Q3 | $3.44M | Buy |
59,987
+548
| +0.9% | +$31.4K | 0.56% | 63 |
|
|
2023
Q2 | $4.41M | Buy |
59,439
+458
| +0.8% | +$34K | 0.72% | 49 |
|
|
2023
Q1 | $4.55M | Buy |
58,981
+1,536
| +3% | +$118K | 0.75% | 48 |
|
|
2022
Q4 | $4.8M | Buy |
57,445
+457
| +0.8% | +$38.2K | 0.8% | 35 |
|
|
2022
Q3 | $4.47M | Buy |
56,988
+899
| +2% | +$70.5K | 0.79% | 34 |
|
|
2022
Q2 | $4.35M | Buy |
56,089
+2,355
| +4% | +$182K | 0.75% | 32 |
|
|
2022
Q1 | $4.55M | Buy |
53,734
+767
| +1% | +$65K | 0.71% | 31 |
|
|
2021
Q4 | $4.95M | Sell |
52,967
-6,186
| -10% | -$578K | 0.77% | 24 |
|
|
2021
Q3 | $4.65M | Sell |
59,153
-193
| -0.3% | -$15.2K | 0.74% | 23 |
|
|
2021
Q2 | $4.35M | Buy |
59,346
+14,138
| +31% | +$1.04M | 0.72% | 33 |
|
|
2021
Q1 | $3.42M | Sell |
45,208
-1,814
| -4% | -$137K | 0.66% | 40 |
|
|
2020
Q4 | $3.63M | Sell |
47,022
-2,650
| -5% | -$204K | 0.76% | 29 |
|
|
2020
Q3 | $3.45M | Sell |
49,672
-9,672
| -16% | -$671K | 0.8% | 27 |
|
|
2020
Q2 | $3.56M | Sell |
59,344
-3,532
| -6% | -$212K | 0.74% | 37 |
|
|
2020
Q1 | $3.78M | Buy |
62,876
+2,200
| +4% | +$132K | 0.87% | 22 |
|
|
2019
Q4 | $3.67M | Sell |
60,676
-11,252
| -16% | -$681K | 0.78% | 35 |
|
|
2019
Q3 | $4.19M | Sell |
71,928
-3,200
| -4% | -$186K | 0.92% | 23 |
|
|
2019
Q2 | $3.85M | Sell |
75,128
-1,368
| -2% | -$70.1K | 0.83% | 32 |
|
|
2019
Q1 | $3.7M | Sell |
76,496
-268
| -0.3% | -$13K | 0.78% | 35 |
|
|
2018
Q4 | $3.34M | Sell |
76,764
-16,744
| -18% | -$728K | 0.75% | 35 |
|
|
2018
Q3 | $3.92M | Buy |
93,508
+8,096
| +9% | +$339K | 0.77% | 35 |
|
|
2018
Q2 | $3.57M | Sell |
85,412
-3,032
| -3% | -$127K | 0.74% | 37 |
|
|
2018
Q1 | $3.61M | Sell |
88,444
-18,848
| -18% | -$770K | 0.76% | 35 |
|
|
2017
Q4 | $4.19M | Sell |
107,292
-624
| -0.6% | -$24.4K | 0.8% | 56 |
|
|
2017
Q3 | $3.95M | Sell |
107,916
-3,444
| -3% | -$126K | 0.79% | 41 |
|
|
2017
Q2 | $3.9M | Sell |
111,360
-5,576
| -5% | -$195K | 0.96% | 32 |
|
|
2017
Q1 | $3.75M | Buy |
116,936
+3,552
| +3% | +$114K | 1.17% | 34 |
|
|
2016
Q4 | $3.39M | Buy |
113,384
+3,088
| +3% | +$92.2K | 1.07% | 48 |
|
|
2016
Q3 | $3.37M | Buy |
110,296
+7,752
| +8% | +$237K | 1.12% | 44 |
|
|
2016
Q2 | $3.34M | Buy |
102,544
+2,896
| +3% | +$94.4K | 1.16% | 30 |
|
|
2016
Q1 | $2.59M | Sell |
99,648
-244
| -0.2% | -$6.34K | 0.97% | 46 |
|
|
2015
Q4 | $2.59M | Buy |
+99,892
| New | +$2.59M | 0.97% | 46 |
|