Jackson Grant Investment Advisers’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 | $113K | Hold |
1,626
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $115K | Hold |
1,626
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $117K | Sell |
1,626
-284
| -15% | -$20.4K | 0.04% | 134 |
|
|
2024
Q3 | $161K | Sell |
1,910
-3,873
| -67% | -$327K | 0.06% | 118 |
|
|
2024
Q2 | $410K | Hold |
5,783
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $370K | Sell |
5,783
-190
| -3% | -$12.1K | 0.15% | 73 |
|
|
2023
Q4 | $363K | Sell |
5,973
-232
| -4% | -$14.1K | 0.16% | 74 |
|
|
2023
Q3 | $356K | Sell |
6,205
-80
| -1% | -$4.58K | 0.17% | 71 |
|
|
2023
Q2 | $466K | Buy |
6,285
+1
| +0% | +$74 | 0.22% | 65 |
|
|
2023
Q1 | $484K | Buy |
6,284
+81
| +1% | +$6.24K | 0.23% | 61 |
|
|
2022
Q4 | $519K | Buy |
6,203
+1
| +0% | +$84 | 0.25% | 59 |
|
|
2022
Q3 | $486K | Buy |
6,202
+1
| +0% | +$78 | 0.25% | 58 |
|
|
2022
Q2 | $480K | Buy |
6,201
+1
| +0% | +$77 | 0.24% | 60 |
|
|
2022
Q1 | $525K | Buy |
6,200
+1
| +0% | +$85 | 0.22% | 58 |
|
|
2021
Q4 | $579K | Buy |
6,199
+1
| +0% | +$93 | 0.3% | 47 |
|
|
2021
Q3 | $487K | Hold |
6,198
| – | – | 0.22% | 61 |
|
|
2021
Q2 | $454K | Buy |
6,198
+33
| +0.5% | +$2.42K | 0.2% | 66 |
|
|
2021
Q1 | $466K | Buy |
6,165
+393
| +7% | +$29.7K | 0.21% | 63 |
|
|
2020
Q4 | $445K | Hold |
5,772
| – | – | 0.23% | 55 |
|
|
2020
Q3 | $401K | Hold |
5,772
| – | – | 0.24% | 54 |
|
|
2020
Q2 | $347K | Hold |
5,772
| – | – | 0.22% | 58 |
|
|
2020
Q1 | $347K | Buy |
5,772
+12
| +0.2% | +$721 | 0.26% | 54 |
|
|
2019
Q4 | $349K | Buy |
5,760
+8
| +0.1% | +$485 | 0.19% | 65 |
|
|
2019
Q3 | $335K | Buy |
5,752
+8
| +0.1% | +$466 | 0.19% | 63 |
|
|
2019
Q2 | $294K | Buy |
5,744
+8
| +0.1% | +$409 | 0.17% | 68 |
|
|
2019
Q1 | $277K | Buy |
5,736
+12
| +0.2% | +$579 | 0.17% | 67 |
|
|
2018
Q4 | $249K | Buy |
5,724
+96
| +2% | +$4.18K | 0.18% | 68 |
|
|
2018
Q3 | $236K | Buy |
5,628
+8
| +0.1% | +$335 | 0.15% | 77 |
|
|
2018
Q2 | $235K | Buy |
5,620
+12
| +0.2% | +$502 | 0.16% | 74 |
|
|
2018
Q1 | $229K | Buy |
5,608
+8
| +0.1% | +$327 | 0.16% | 75 |
|
|
2017
Q4 | $219K | Buy |
5,600
+1,276
| +30% | +$49.9K | 0.15% | 77 |
|
|
2017
Q3 | $158K | Hold |
4,324
| – | – | 0.11% | 86 |
|
|
2017
Q2 | $151K | Hold |
4,324
| – | – | 0.12% | 82 |
|
|
2017
Q1 | $139K | Hold |
4,324
| – | – | 0.11% | 84 |
|
|
2016
Q4 | $129K | Buy |
4,324
+4
| +0.1% | +$119 | 0.11% | 80 |
|
|
2016
Q3 | $132K | Hold |
4,320
| – | – | 0.11% | 74 |
|
|
2016
Q2 | $141K | Buy |
4,320
+284
| +7% | +$9.27K | 0.12% | 66 |
|
|
2016
Q1 | $119K | Hold |
4,036
| – | – | 0.11% | 71 |
|
|
2015
Q4 | $105K | Buy |
+4,036
| New | +$105K | 0.1% | 76 |
|