JIR
James Investment Research’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
19,492
-15,251
| -44% | -$1.06M | 0.16% | 129 |
|
|
2025
Q1 | $2.46M | Sell |
34,743
-12,342
| -26% | -$875K | 0.31% | 83 |
|
|
2024
Q4 | $3.38M | Sell |
47,085
-487
| -1% | -$34.9K | 0.4% | 71 |
|
|
2024
Q3 | $4.02M | Sell |
47,572
-762
| -2% | -$64.4K | 0.46% | 61 |
|
|
2024
Q2 | $3.42M | Sell |
48,334
-203
| -0.4% | -$14.4K | 0.41% | 71 |
|
|
2024
Q1 | $3.1M | Buy |
48,537
+219
| +0.5% | +$14K | 0.37% | 84 |
|
|
2023
Q4 | $2.93M | Sell |
48,318
-5,023
| -9% | -$305K | 0.37% | 81 |
|
|
2023
Q3 | $3.06M | Sell |
53,341
-937
| -2% | -$53.7K | 0.4% | 76 |
|
|
2023
Q2 | $4.03M | Sell |
54,278
-4,720
| -8% | -$350K | 0.51% | 64 |
|
|
2023
Q1 | $4.55M | Sell |
58,998
-16,561
| -22% | -$1.28M | 0.6% | 53 |
|
|
2022
Q4 | $6.32M | Sell |
75,559
-2,770
| -4% | -$232K | 0.88% | 33 |
|
|
2022
Q3 | $6.14M | Buy |
78,329
+10,136
| +15% | +$795K | 0.88% | 31 |
|
|
2022
Q2 | $5.28M | Sell |
68,193
-3,431
| -5% | -$266K | 0.71% | 42 |
|
|
2022
Q1 | $6.07M | Sell |
71,624
-6,502
| -8% | -$551K | 0.64% | 49 |
|
|
2021
Q4 | $7.29M | Buy |
78,126
+3,577
| +5% | +$334K | 0.67% | 48 |
|
|
2021
Q3 | $5.85M | Buy |
74,549
+2,866
| +4% | +$225K | 0.54% | 59 |
|
|
2021
Q2 | $5.25M | Buy |
71,683
+3,479
| +5% | +$255K | 0.45% | 70 |
|
|
2021
Q1 | $5.16M | Buy |
68,204
+14,488
| +27% | +$1.1M | 0.47% | 72 |
|
|
2020
Q4 | $4.14M | Buy |
53,716
+53,489
| +23,563% | +$4.13M | 0.37% | 84 |
|
|
2020
Q3 | $63K | Buy |
227
+197
| +657% | +$54.7K | 0.01% | 312 |
|
|
2020
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 414 |
|
|
2020
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $7K | Hold |
30
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $6K | Sell |
30
-150
| -83% | -$30K | ﹤0.01% | 768 |
|
|
2018
Q4 | $31K | Sell |
180
-35
| -16% | -$6.03K | ﹤0.01% | 673 |
|
|
2018
Q3 | $36K | Hold |
215
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $36K | Sell |
215
-75
| -26% | -$12.6K | ﹤0.01% | 706 |
|
|
2018
Q1 | $47K | Hold |
290
| – | – | ﹤0.01% | 673 |
|
|
2017
Q4 | $45K | Sell |
290
-260
| -47% | -$40.3K | ﹤0.01% | 662 |
|
|
2017
Q3 | $81K | Hold |
550
| – | – | ﹤0.01% | 592 |
|
|
2017
Q2 | $77K | Hold |
550
| – | – | ﹤0.01% | 567 |
|
|
2017
Q1 | $71K | Sell |
550
-523
| -49% | -$67.5K | ﹤0.01% | 508 |
|
|
2016
Q4 | $128K | Hold |
1,073
| – | – | ﹤0.01% | 346 |
|
|
2016
Q3 | $131K | Buy |
1,073
+344
| +47% | +$42K | ﹤0.01% | 345 |
|
|
2016
Q2 | $95K | Buy |
729
+19
| +3% | +$2.48K | ﹤0.01% | 328 |
|
|
2016
Q1 | $84K | Hold |
710
| – | – | ﹤0.01% | 316 |
|
|
2015
Q4 | $74K | Hold |
710
| – | – | ﹤0.01% | 329 |
|
|
2015
Q3 | $69K | Sell |
710
-150
| -17% | -$14.6K | ﹤0.01% | 325 |
|
|
2015
Q2 | $84K | Sell |
860
-100
| -10% | -$9.77K | ﹤0.01% | 335 |
|
|
2015
Q1 | $100K | Sell |
960
-160
| -14% | -$16.7K | ﹤0.01% | 347 |
|
|
2014
Q4 | $119K | Sell |
1,120
-300
| -21% | -$31.9K | ﹤0.01% | 336 |
|
|
2014
Q3 | $133K | Sell |
1,420
-100
| -7% | -$9.37K | ﹤0.01% | 338 |
|
|
2014
Q2 | $156K | Hold |
1,520
| – | – | 0.01% | 326 |
|
|
2014
Q1 | $145K | Sell |
1,520
-240
| -14% | -$22.9K | ﹤0.01% | 337 |
|
|
2013
Q4 | $151K | Buy |
1,760
+1,500
| +577% | +$129K | ﹤0.01% | 323 |
|
|
2013
Q3 | $21K | Hold |
260
| – | – | ﹤0.01% | 424 |
|
|
2013
Q2 | $21K | Buy |
+260
| New | +$21K | ﹤0.01% | 413 |
|