Investment Partners’s NextEra Energy, Inc. NEE Stock Holding History

Investment Partners’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Sell	3,495 -363	-9%	-$25.2K	0.09%	143
2025 Q1	$274K	Buy	3,858 +482	+14%	+$34.2K	0.11%	134
2024 Q4	$242K	Buy	3,376 +159	+5%	+$11.4K	0.1%	137
2024 Q3	$272K	Sell	3,217 -1,761	-35%	-$149K	0.11%	130
2024 Q2	$352K	Buy	4,978 +15	+0.3%	+$1.06K	0.16%	111
2024 Q1	$317K	Sell	4,963 -1,658	-25%	-$106K	0.14%	119
2023 Q4	$402K	Buy	6,621 +1,561	+31%	+$94.8K	0.2%	100
2023 Q3	$290K	Sell	5,060 -416	-8%	-$23.8K	0.15%	111
2023 Q2	$406K	Sell	5,476 -280	-5%	-$20.8K	0.21%	99
2023 Q1	$444K	Buy	5,756 +17	+0.3%	+$1.31K	0.23%	94
2022 Q4	$480K	Sell	5,739 -26,820	-82%	-$2.24M	0.25%	90
2022 Q3	$2.55M	Buy	32,559 +22,520	+224%	+$1.77M	0.76%	33
2022 Q2	$778K	Buy	10,039 +39	+0.4%	+$3.02K	0.38%	69
2022 Q1	$847K	Buy	10,000 +36	+0.4%	+$3.05K	0.36%	66
2021 Q4	$930K	Sell	9,964 -493	-5%	-$46K	0.38%	60
2021 Q3	$821K	Buy	10,457 +33	+0.3%	+$2.59K	0.37%	65
2021 Q2	$764K	Buy	10,424 +38	+0.4%	+$2.79K	0.35%	64
2021 Q1	$785K	Buy	10,386 +37	+0.4%	+$2.8K	0.38%	61
2020 Q4	$798K	Buy	10,349 +33	+0.3%	+$2.55K	0.42%	59
2020 Q3	$716K	Buy	10,316 +36	+0.4%	+$2.5K	0.43%	58
2020 Q2	$617K	Sell	10,280 -160	-2%	-$9.6K	0.36%	67
2020 Q1	$628K	Buy	10,440 +44	+0.4%	+$2.65K	0.45%	58
2019 Q4	$629K	Sell	10,396 -196	-2%	-$11.9K	0.42%	66
2019 Q3	$617K	Buy	10,592 +436	+4%	+$25.4K	0.45%	64
2019 Q2	$520K	Sell	10,156 -324	-3%	-$16.6K	0.37%	72
2019 Q1	$506K	Sell	10,480 -284	-3%	-$13.7K	0.37%	69
2018 Q4	$468K	Buy	+10,764	New	+$468K	0.39%	69
2018 Q3	–	Sell	-7,852	Closed	-$328K	–	151
2018 Q2	$328K	Buy	7,852 +52	+0.7%	+$2.17K	0.24%	86
2018 Q1	$319K	Buy	7,800 +292	+4%	+$11.9K	0.24%	94
2017 Q4	$293K	Buy	+7,508	New	+$293K	0.22%	109
2016 Q4	–	Sell	-21,360	Closed	-$653K	–	151
2016 Q3	$653K	Buy	+21,360	New	+$653K	0.37%	79
2016 Q2	–	Sell	-21,008	Closed	-$546K	–	145
2016 Q1	$546K	Buy	+21,008	New	+$546K	0.36%	80