Isthmus Partners’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 | $449K | Sell |
6,470
-200
| -3% | -$13.9K | 0.05% | 146 |
|
|
2025
Q1 | $473K | Sell |
6,670
-100
| -1% | -$7.09K | 0.06% | 143 |
|
|
2024
Q4 | $485K | Sell |
6,770
-75
| -1% | -$5.38K | 0.06% | 146 |
|
|
2024
Q3 | $579K | Hold |
6,845
| – | – | 0.07% | 127 |
|
|
2024
Q2 | $485K | Sell |
6,845
-75
| -1% | -$5.31K | 0.06% | 135 |
|
|
2024
Q1 | $442K | Sell |
6,920
-500
| -7% | -$32K | 0.05% | 147 |
|
|
2023
Q4 | $451K | Hold |
7,420
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $425K | Sell |
7,420
-32
| -0.4% | -$1.83K | 0.06% | 141 |
|
|
2023
Q2 | $553K | Buy |
7,452
+32
| +0.4% | +$2.37K | 0.08% | 128 |
|
|
2023
Q1 | $572K | Sell |
7,420
-667
| -8% | -$51.4K | 0.08% | 125 |
|
|
2022
Q4 | $676K | Hold |
8,087
| – | – | 0.1% | 121 |
|
|
2022
Q3 | $634K | Hold |
8,087
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $626K | Hold |
8,087
| – | – | 0.12% | 119 |
|
|
2022
Q1 | $685K | Sell |
8,087
-100
| -1% | -$8.47K | 0.11% | 120 |
|
|
2021
Q4 | $764K | Sell |
8,187
-5,909
| -42% | -$551K | 0.13% | 119 |
|
|
2021
Q3 | $1.11M | Hold |
14,096
| – | – | 0.2% | 103 |
|
|
2021
Q2 | $1.03M | Hold |
14,096
| – | – | 0.18% | 107 |
|
|
2021
Q1 | $1.07M | Sell |
14,096
-900
| -6% | -$68.1K | 0.2% | 104 |
|
|
2020
Q4 | $1.16M | Hold |
14,996
| – | – | 0.23% | 97 |
|
|
2020
Q3 | $1.04M | Hold |
14,996
| – | – | 0.24% | 82 |
|
|
2020
Q2 | $900K | Sell |
14,996
-200
| -1% | -$12K | 0.22% | 91 |
|
|
2020
Q1 | $914K | Sell |
15,196
-400
| -3% | -$24.1K | 0.28% | 67 |
|
|
2019
Q4 | $944K | Sell |
15,596
-1,380
| -8% | -$83.5K | 0.21% | 96 |
|
|
2019
Q3 | $989K | Hold |
16,976
| – | – | 0.23% | 92 |
|
|
2019
Q2 | $869K | Hold |
16,976
| – | – | 0.21% | 98 |
|
|
2019
Q1 | $820K | Sell |
16,976
-860
| -5% | -$41.5K | 0.2% | 98 |
|
|
2018
Q4 | $775K | Buy |
17,836
+2,000
| +13% | +$86.9K | 0.23% | 95 |
|
|
2018
Q3 | $664K | Buy |
15,836
+1,640
| +12% | +$68.8K | 0.17% | 101 |
|
|
2018
Q2 | $593K | Hold |
14,196
| – | – | 0.15% | 104 |
|
|
2018
Q1 | $580K | Hold |
14,196
| – | – | 0.16% | 103 |
|
|
2017
Q4 | $554K | Sell |
14,196
-200
| -1% | -$7.81K | 0.15% | 105 |
|
|
2017
Q3 | $527K | Hold |
14,396
| – | – | 0.15% | 102 |
|
|
2017
Q2 | $504K | Hold |
14,396
| – | – | 0.15% | 105 |
|
|
2017
Q1 | $462K | Sell |
14,396
-2,000
| -12% | -$64.2K | 0.14% | 104 |
|
|
2016
Q4 | $490K | Hold |
16,396
| – | – | 0.15% | 104 |
|
|
2016
Q3 | $504K | Sell |
16,396
-400
| -2% | -$12.3K | 0.16% | 103 |
|
|
2016
Q2 | $548K | Sell |
16,796
-4,400
| -21% | -$144K | 0.18% | 93 |
|
|
2016
Q1 | $627K | Hold |
21,196
| – | – | 0.21% | 85 |
|
|
2015
Q4 | $551K | Hold |
21,196
| – | – | 0.19% | 95 |
|
|
2015
Q3 | $517K | Hold |
21,196
| – | – | 0.19% | 85 |
|
|
2015
Q2 | $519K | Hold |
21,196
| – | – | 0.17% | 96 |
|
|
2015
Q1 | $551K | Hold |
21,196
| – | – | 0.19% | 85 |
|
|
2014
Q4 | $563K | Buy |
+21,196
| New | +$563K | 0.19% | 80 |
|