JT Stratford LLC’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 | $1.91M | Buy |
27,479
+3,900
| +17% | +$271K | 0.29% | 76 |
|
|
2025
Q1 | $1.67M | Buy |
23,579
+8,137
| +53% | +$577K | 0.3% | 84 |
|
|
2024
Q4 | $1.11M | Buy |
15,442
+13,007
| +534% | +$932K | 0.18% | 131 |
|
|
2024
Q3 | $206K | Buy |
+2,435
| New | +$206K | 0.04% | 274 |
|
|
2024
Q1 | – | Sell |
-4,367
| Closed | -$265K | – | 275 |
|
|
2023
Q4 | $265K | Sell |
4,367
-782
| -15% | -$47.5K | 0.06% | 217 |
|
|
2023
Q3 | $295K | Sell |
5,149
-62
| -1% | -$3.55K | 0.08% | 200 |
|
|
2023
Q2 | $387K | Sell |
5,211
-356
| -6% | -$26.4K | 0.1% | 178 |
|
|
2023
Q1 | $429K | Buy |
5,567
+1,412
| +34% | +$109K | 0.12% | 170 |
|
|
2022
Q4 | $347K | Buy |
4,155
+1,380
| +50% | +$115K | 0.11% | 175 |
|
|
2022
Q3 | $218K | Hold |
2,775
| – | – | 0.08% | 180 |
|
|
2022
Q2 | $215K | Sell |
2,775
-330
| -11% | -$25.6K | 0.07% | 196 |
|
|
2022
Q1 | $263K | Sell |
3,105
-303
| -9% | -$25.7K | 0.08% | 176 |
|
|
2021
Q4 | $318K | Buy |
3,408
+260
| +8% | +$24.3K | 0.09% | 170 |
|
|
2021
Q3 | $247K | Buy |
3,148
+50
| +2% | +$3.92K | 0.08% | 189 |
|
|
2021
Q2 | $227K | Sell |
3,098
-980
| -24% | -$71.8K | 0.07% | 193 |
|
|
2021
Q1 | $308K | Sell |
4,078
-1,141
| -22% | -$86.2K | 0.11% | 157 |
|
|
2020
Q4 | $403K | Sell |
5,219
-97
| -2% | -$7.49K | 0.15% | 118 |
|
|
2020
Q3 | $369K | Sell |
5,316
-1,988
| -27% | -$138K | 0.16% | 109 |
|
|
2020
Q2 | $439K | Buy |
7,304
+2,288
| +46% | +$138K | 0.23% | 102 |
|
|
2020
Q1 | $302K | Sell |
5,016
-2,056
| -29% | -$124K | 0.18% | 89 |
|
|
2019
Q4 | $428K | Sell |
7,072
-368
| -5% | -$22.3K | 0.2% | 95 |
|
|
2019
Q3 | $433K | Sell |
7,440
-560
| -7% | -$32.6K | 0.24% | 99 |
|
|
2019
Q2 | $410K | Buy |
8,000
+400
| +5% | +$20.5K | 0.23% | 89 |
|
|
2019
Q1 | $367K | Buy |
+7,600
| New | +$367K | 0.21% | 85 |
|