Investment House LLC’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 | $1.48M | Hold |
21,350
| – | – | 0.07% | 126 |
|
2025
Q1 | $1.51M | Hold |
21,350
| – | – | 0.09% | 130 |
|
2024
Q4 | $1.53M | Hold |
21,350
| – | – | 0.08% | 122 |
|
2024
Q3 | $1.8M | Hold |
21,350
| – | – | 0.1% | 116 |
|
2024
Q2 | $1.51M | Hold |
21,350
| – | – | 0.09% | 114 |
|
2024
Q1 | $1.36M | Buy |
21,350
+100
| +0.5% | +$6.39K | 0.08% | 118 |
|
2023
Q4 | $1.29M | Buy |
21,250
+1,325
| +7% | +$80.5K | 0.09% | 110 |
|
2023
Q3 | $1.14M | Buy |
19,925
+75
| +0.4% | +$4.3K | 0.09% | 114 |
|
2023
Q2 | $1.47M | Buy |
19,850
+250
| +1% | +$18.6K | 0.11% | 99 |
|
2023
Q1 | $1.51M | Hold |
19,600
| – | – | 0.12% | 94 |
|
2022
Q4 | $1.64M | Hold |
19,600
| – | – | 0.15% | 79 |
|
2022
Q3 | $1.54M | Hold |
19,600
| – | – | 0.14% | 86 |
|
2022
Q2 | $1.52M | Hold |
19,600
| – | – | 0.13% | 86 |
|
2022
Q1 | $1.66M | Hold |
19,600
| – | – | 0.12% | 90 |
|
2021
Q4 | $1.83M | Hold |
19,600
| – | – | 0.12% | 91 |
|
2021
Q3 | $1.54M | Hold |
19,600
| – | – | 0.11% | 92 |
|
2021
Q2 | $1.44M | Hold |
19,600
| – | – | 0.1% | 107 |
|
2021
Q1 | $1.48M | Sell |
19,600
-400
| -2% | -$30.2K | 0.11% | 95 |
|
2020
Q4 | $1.54M | Hold |
20,000
| – | – | 0.11% | 104 |
|
2020
Q3 | $1.39M | Hold |
20,000
| – | – | 0.11% | 106 |
|
2020
Q2 | $1.2M | Hold |
20,000
| – | – | 0.11% | 104 |
|
2020
Q1 | $1.2M | Sell |
20,000
-6,400
| -24% | -$385K | 0.14% | 94 |
|
2019
Q4 | $1.6M | Hold |
26,400
| – | – | 0.15% | 99 |
|
2019
Q3 | $1.54M | Hold |
26,400
| – | – | 0.16% | 96 |
|
2019
Q2 | $1.35M | Hold |
26,400
| – | – | 0.14% | 97 |
|
2019
Q1 | $1.28M | Hold |
26,400
| – | – | 0.14% | 101 |
|
2018
Q4 | $1.15M | Hold |
26,400
| – | – | 0.14% | 98 |
|
2018
Q3 | $1.11M | Hold |
26,400
| – | – | 0.12% | 106 |
|
2018
Q2 | $1.1M | Buy |
26,400
+400
| +2% | +$16.7K | 0.13% | 102 |
|
2018
Q1 | $1.06M | Hold |
26,000
| – | – | 0.13% | 110 |
|
2017
Q4 | $1.02M | Hold |
26,000
| – | – | 0.12% | 108 |
|
2017
Q3 | $953K | Hold |
26,000
| – | – | 0.12% | 110 |
|
2017
Q2 | $911K | Hold |
26,000
| – | – | 0.12% | 118 |
|
2017
Q1 | $834K | Hold |
26,000
| – | – | 0.12% | 116 |
|
2016
Q4 | $776K | Sell |
26,000
-1,200
| -4% | -$35.8K | 0.12% | 115 |
|
2016
Q3 | $832K | Sell |
27,200
-1,204
| -4% | -$36.8K | 0.13% | 115 |
|
2016
Q2 | $926K | Buy |
28,404
+404
| +1% | +$13.2K | 0.15% | 100 |
|
2016
Q1 | $828K | Sell |
28,000
-1,800
| -6% | -$53.2K | 0.13% | 109 |
|
2015
Q4 | $774K | Hold |
29,800
| – | – | 0.13% | 105 |
|
2015
Q3 | $727K | Hold |
29,800
| – | – | 0.13% | 108 |
|
2015
Q2 | $730K | Hold |
29,800
| – | – | 0.12% | 113 |
|
2015
Q1 | $775K | Hold |
29,800
| – | – | 0.13% | 108 |
|
2014
Q4 | $792K | Hold |
29,800
| – | – | 0.13% | 108 |
|
2014
Q3 | $699K | Hold |
29,800
| – | – | 0.12% | 114 |
|
2014
Q2 | $763K | Hold |
29,800
| – | – | 0.13% | 108 |
|
2014
Q1 | $712K | Sell |
29,800
-900
| -3% | -$21.5K | 0.13% | 111 |
|
2013
Q4 | $657K | Sell |
30,700
-4,000
| -12% | -$85.6K | 0.12% | 112 |
|
2013
Q3 | $695K | Hold |
34,700
| – | – | 0.14% | 99 |
|
2013
Q2 | $707K | Buy |
+34,700
| New | +$707K | 0.15% | 95 |
|