Ipswich Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
11,508
-440
| -4% | -$30.5K | 0.19% | 98 |
|
|
2025
Q1 | $847K | Sell |
11,948
-595
| -5% | -$42.2K | 0.21% | 96 |
|
|
2024
Q4 | $899K | Sell |
12,543
-3,012
| -19% | -$216K | 0.22% | 94 |
|
|
2024
Q3 | $1.31M | Sell |
15,555
-100
| -0.6% | -$8.45K | 0.3% | 73 |
|
|
2024
Q2 | $1.11M | Sell |
15,655
-100
| -0.6% | -$7.08K | 0.26% | 79 |
|
|
2024
Q1 | $1.01M | Sell |
15,755
-710
| -4% | -$45.4K | 0.24% | 87 |
|
|
2023
Q4 | $1M | Sell |
16,465
-13,642
| -45% | -$829K | 0.25% | 84 |
|
|
2023
Q3 | $1.72M | Sell |
30,107
-3,667
| -11% | -$210K | 0.47% | 57 |
|
|
2023
Q2 | $2.51M | Sell |
33,774
-2,380
| -7% | -$177K | 0.66% | 43 |
|
|
2023
Q1 | $2.79M | Buy |
36,154
+100
| +0.3% | +$7.71K | 0.76% | 41 |
|
|
2022
Q4 | $3.01M | Buy |
36,054
+55
| +0.2% | +$4.6K | 0.86% | 40 |
|
|
2022
Q3 | $2.82M | Sell |
35,999
-1,560
| -4% | -$122K | 0.9% | 38 |
|
|
2022
Q2 | $2.91M | Sell |
37,559
-165
| -0.4% | -$12.8K | 0.84% | 38 |
|
|
2022
Q1 | $3.2M | Buy |
37,724
+415
| +1% | +$35.2K | 0.79% | 42 |
|
|
2021
Q4 | $3.48M | Buy |
37,309
+621
| +2% | +$58K | 0.81% | 41 |
|
|
2021
Q3 | $2.88M | Sell |
36,688
-4,450
| -11% | -$349K | 0.74% | 47 |
|
|
2021
Q2 | $3.02M | Sell |
41,138
-1,642
| -4% | -$120K | 0.77% | 46 |
|
|
2021
Q1 | $3.24M | Buy |
42,780
+29,284
| +217% | +$2.21M | 0.91% | 37 |
|
|
2020
Q4 | $1.04M | Sell |
13,496
-300
| -2% | -$23.1K | 0.31% | 83 |
|
|
2020
Q3 | $957K | Hold |
13,796
| – | – | 0.31% | 75 |
|
|
2020
Q2 | $828K | Sell |
13,796
-800
| -5% | -$48K | 0.29% | 78 |
|
|
2020
Q1 | $878K | Sell |
14,596
-700
| -5% | -$42.1K | 0.35% | 71 |
|
|
2019
Q4 | $926K | Sell |
15,296
-100
| -0.6% | -$6.05K | 0.27% | 86 |
|
|
2019
Q3 | $897K | Buy |
15,396
+1,000
| +7% | +$58.3K | 0.29% | 83 |
|
|
2019
Q2 | $737K | Buy |
14,396
+880
| +7% | +$45.1K | 0.24% | 96 |
|
|
2019
Q1 | $653K | Hold |
13,516
| – | – | 0.21% | 100 |
|
|
2018
Q4 | $587K | Buy |
13,516
+196
| +1% | +$8.51K | 0.22% | 90 |
|
|
2018
Q3 | $558K | Buy |
+13,320
| New | +$558K | 0.19% | 103 |
|
|
2018
Q2 | – | Sell |
-8,300
| Closed | -$339K | – | 126 |
|
|
2018
Q1 | $339K | Sell |
8,300
-100
| -1% | -$4.08K | 0.14% | 114 |
|
|
2017
Q4 | $328K | Hold |
8,400
| – | – | 0.14% | 112 |
|
|
2017
Q3 | $308K | Hold |
8,400
| – | – | 0.14% | 111 |
|
|
2017
Q2 | $294K | Buy |
8,400
+600
| +8% | +$21K | 0.14% | 110 |
|
|
2017
Q1 | $250K | Hold |
7,800
| – | – | 0.11% | 115 |
|
|
2016
Q4 | $233K | Hold |
7,800
| – | – | 0.11% | 117 |
|
|
2016
Q3 | $239K | Hold |
7,800
| – | – | 0.12% | 117 |
|
|
2016
Q2 | $254K | Hold |
7,800
| – | – | 0.13% | 113 |
|
|
2016
Q1 | $232K | Hold |
7,800
| – | – | 0.11% | 112 |
|
|
2015
Q4 | $203K | Buy |
+7,800
| New | +$203K | 0.09% | 133 |
|
|
2014
Q3 | – | Sell |
-8,500
| Closed | -$218K | – | 142 |
|
|
2014
Q2 | $218K | Buy |
+8,500
| New | +$218K | 0.08% | 133 |
|
|
2014
Q1 | – | Sell |
-12,200
| Closed | -$262K | – | 143 |
|
|
2013
Q4 | $262K | Sell |
12,200
-800
| -6% | -$17.2K | 0.11% | 118 |
|
|
2013
Q3 | $260K | Hold |
13,000
| – | – | 0.12% | 115 |
|
|
2013
Q2 | $265K | Buy |
+13,000
| New | +$265K | 0.11% | 119 |
|