Jay A. Fishman Ltd’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 | $2.21M | Sell |
31,835
-2,875
| -8% | -$200K | 0.21% | 36 |
|
|
2025
Q1 | $2.46M | Sell |
34,710
-2,809
| -7% | -$199K | 0.27% | 37 |
|
|
2024
Q4 | $2.69M | Sell |
37,519
-3,010
| -7% | -$216K | 0.25% | 35 |
|
|
2024
Q3 | $3.43M | Buy |
40,529
+414
| +1% | +$35K | 0.34% | 32 |
|
|
2024
Q2 | $2.84M | Buy |
40,115
+900
| +2% | +$63.7K | 0.3% | 33 |
|
|
2024
Q1 | $2.51M | Sell |
39,215
-11,425
| -23% | -$730K | 0.28% | 33 |
|
|
2023
Q4 | $3.08M | Sell |
50,640
-11,825
| -19% | -$718K | 0.35% | 29 |
|
|
2023
Q3 | $3.58M | Sell |
62,465
-2,600
| -4% | -$149K | 0.45% | 28 |
|
|
2023
Q2 | $4.83M | Sell |
65,065
-4,800
| -7% | -$356K | 0.58% | 26 |
|
|
2023
Q1 | $5.39M | Buy |
69,865
+75
| +0.1% | +$5.78K | 0.69% | 25 |
|
|
2022
Q4 | $5.83M | Buy |
69,790
+12,200
| +21% | +$1.02M | 0.82% | 23 |
|
|
2022
Q3 | $4.52M | Buy |
57,590
+7,000
| +14% | +$549K | 0.65% | 25 |
|
|
2022
Q2 | $3.92M | Buy |
50,590
+9,050
| +22% | +$701K | 0.53% | 27 |
|
|
2022
Q1 | $3.52M | Buy |
41,540
+10,650
| +34% | +$902K | 0.39% | 31 |
|
|
2021
Q4 | $2.88M | Hold |
30,890
| – | – | 0.31% | 35 |
|
|
2021
Q3 | $2.43M | Sell |
30,890
-550
| -2% | -$43.2K | 0.3% | 38 |
|
|
2021
Q2 | $2.3M | Hold |
31,440
| – | – | 0.28% | 40 |
|
|
2021
Q1 | $2.38M | Buy |
31,440
+800
| +3% | +$60.5K | 0.32% | 37 |
|
|
2020
Q4 | $2.36M | Hold |
30,640
| – | – | 0.33% | 37 |
|
|
2020
Q3 | $2.13M | Buy |
30,640
+420
| +1% | +$29.1K | 0.34% | 36 |
|
|
2020
Q2 | $1.81M | Buy |
30,220
+1,520
| +5% | +$91.3K | 0.32% | 36 |
|
|
2020
Q1 | $1.73M | Sell |
28,700
-1,700
| -6% | -$102K | 0.38% | 36 |
|
|
2019
Q4 | $1.84M | Buy |
30,400
+280
| +0.9% | +$17K | 0.32% | 39 |
|
|
2019
Q3 | $1.75M | Hold |
30,120
| – | – | 0.33% | 36 |
|
|
2019
Q2 | $1.54M | Sell |
30,120
-600
| -2% | -$30.7K | 0.29% | 39 |
|
|
2019
Q1 | $1.48M | Sell |
30,720
-400
| -1% | -$19.3K | 0.28% | 42 |
|
|
2018
Q4 | $1.35M | Sell |
31,120
-120
| -0.4% | -$5.22K | 0.29% | 41 |
|
|
2018
Q3 | $1.31M | Hold |
31,240
| – | – | 0.23% | 45 |
|
|
2018
Q2 | $1.3M | Sell |
31,240
-80
| -0.3% | -$3.34K | 0.24% | 46 |
|
|
2018
Q1 | $1.28M | Sell |
31,320
-11,200
| -26% | -$457K | 0.24% | 49 |
|
|
2017
Q4 | $1.66M | Buy |
42,520
+1,252
| +3% | +$48.9K | 0.31% | 43 |
|
|
2017
Q3 | $1.51M | Buy |
41,268
+1,248
| +3% | +$45.7K | 0.31% | 43 |
|
|
2017
Q2 | $1.4M | Buy |
40,020
+700
| +2% | +$24.5K | 0.3% | 42 |
|
|
2017
Q1 | $1.26M | Sell |
39,320
-300
| -0.8% | -$9.63K | 0.28% | 45 |
|
|
2016
Q4 | $1.18M | Buy |
39,620
+2,940
| +8% | +$87.8K | 0.29% | 50 |
|
|
2016
Q3 | $1.12M | Sell |
36,680
-1,400
| -4% | -$42.8K | 0.28% | 47 |
|
|
2016
Q2 | $1.24M | Buy |
38,080
+6,240
| +20% | +$203K | 0.31% | 46 |
|
|
2016
Q1 | $942K | Hold |
31,840
| – | – | 0.25% | 52 |
|
|
2015
Q4 | $827K | Buy |
31,840
+240
| +0.8% | +$6.23K | 0.2% | 57 |
|
|
2015
Q3 | $771K | Buy |
31,600
+1,800
| +6% | +$43.9K | 0.18% | 58 |
|
|
2015
Q2 | $730K | Hold |
29,800
| – | – | 0.15% | 64 |
|
|
2015
Q1 | $775K | Sell |
29,800
-800
| -3% | -$20.8K | 0.16% | 64 |
|
|
2014
Q4 | $813K | Sell |
30,600
-1,600
| -5% | -$42.5K | 0.18% | 62 |
|
|
2014
Q3 | $756K | Hold |
32,200
| – | – | 0.17% | 63 |
|
|
2014
Q2 | $825K | Hold |
32,200
| – | – | 0.18% | 64 |
|
|
2014
Q1 | $770K | Hold |
32,200
| – | – | 0.17% | 65 |
|
|
2013
Q4 | $689K | Hold |
32,200
| – | – | 0.15% | 68 |
|
|
2013
Q3 | $645K | Buy |
32,200
+400
| +1% | +$8.02K | 0.16% | 68 |
|
|
2013
Q2 | $648K | Buy |
+31,800
| New | +$648K | 0.17% | 67 |
|