JCIC Asset 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
Q1 | $992 | Buy |
+14
| New | +$992 | ﹤0.01% | 144 |
|
|
2024
Q1 | – | Sell |
-56,580
| Closed | -$3.44M | – | 109 |
|
|
2023
Q4 | $3.44M | Sell |
56,580
-295
| -0.5% | -$17.9K | 1.53% | 25 |
|
|
2023
Q3 | $3.26M | Sell |
56,875
-1,645
| -3% | -$94.2K | 1.65% | 22 |
|
|
2023
Q2 | $4.34M | Sell |
58,520
-4,230
| -7% | -$314K | 1.97% | 20 |
|
|
2023
Q1 | $4.84M | Sell |
62,750
-355
| -0.6% | -$27.4K | 2.25% | 18 |
|
|
2022
Q4 | $5.28M | Sell |
63,105
-1,500
| -2% | -$125K | 2.62% | 16 |
|
|
2022
Q3 | $5.01M | Sell |
64,605
-2,694
| -4% | -$209K | 2.31% | 19 |
|
|
2022
Q2 | $5.21M | Sell |
67,299
-7,341
| -10% | -$569K | 2.81% | 15 |
|
|
2022
Q1 | $6.32M | Sell |
74,640
-1,350
| -2% | -$114K | 1.95% | 19 |
|
|
2021
Q4 | $7.09M | Sell |
75,990
-10
| -0% | -$934 | 2.13% | 15 |
|
|
2021
Q3 | $5.97M | Sell |
76,000
-50
| -0.1% | -$3.93K | 1.96% | 18 |
|
|
2021
Q2 | $6.91M | Sell |
76,050
-1,090
| -1% | -$99K | 1.78% | 20 |
|
|
2021
Q1 | $5.83M | Buy |
77,140
+578
| +0.8% | +$43.7K | 2.05% | 17 |
|
|
2020
Q4 | $5.91M | Buy |
76,562
+2,074
| +3% | +$160K | 2.38% | 14 |
|
|
2020
Q3 | $5.17M | Buy |
74,488
+340
| +0.5% | +$23.6K | 2.39% | 14 |
|
|
2020
Q2 | $4.45M | Buy |
74,148
+1,648
| +2% | +$98.9K | 2.29% | 15 |
|
|
2020
Q1 | $4.36M | Buy |
72,500
+72,168
| +21,737% | +$4.34M | 2.7% | 16 |
|
|
2019
Q4 | $20K | Buy |
332
+160
| +93% | +$9.64K | 0.01% | 83 |
|
|
2019
Q3 | $10K | Hold |
172
| – | – | ﹤0.01% | 89 |
|
|
2019
Q2 | $9K | Hold |
172
| – | – | ﹤0.01% | 87 |
|
|
2019
Q1 | $8K | Hold |
172
| – | – | ﹤0.01% | 100 |
|
|
2018
Q4 | $7K | Hold |
172
| – | – | ﹤0.01% | 88 |
|
|
2018
Q3 | $7K | Hold |
172
| – | – | ﹤0.01% | 92 |
|
|
2018
Q2 | $7K | Hold |
172
| – | – | ﹤0.01% | 75 |
|
|
2018
Q1 | $7K | Buy |
+172
| New | +$7K | ﹤0.01% | 75 |
|
|
2014
Q2 | – | Sell |
-668,100
| Closed | -$16M | – | 85 |
|
|
2014
Q1 | $16M | Sell |
668,100
-22,680
| -3% | -$542K | 2.92% | 15 |
|
|
2013
Q4 | $14.8M | Buy |
690,780
+56,160
| +9% | +$1.2M | 2.86% | 14 |
|
|
2013
Q3 | $12.7M | Sell |
634,620
-7,500
| -1% | -$150K | 2.28% | 17 |
|
|
2013
Q2 | $13.1M | Buy |
+642,120
| New | +$13.1M | 2.55% | 17 |
|