Kathmere Capital 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
Q2 | $480K | Buy |
6,911
+197
| +3% | +$13.7K | 0.04% | 286 |
|
|
2025
Q1 | $476K | Buy |
6,714
+1,096
| +20% | +$77.7K | 0.04% | 254 |
|
|
2024
Q4 | $403K | Buy |
5,618
+538
| +11% | +$38.6K | 0.04% | 267 |
|
|
2024
Q3 | $429K | Buy |
+5,080
| New | +$429K | 0.04% | 225 |
|
|
2023
Q3 | – | Sell |
-3,315
| Closed | -$246K | – | 274 |
|
|
2023
Q2 | $246K | Sell |
3,315
-39
| -1% | -$2.89K | 0.04% | 197 |
|
|
2023
Q1 | $259K | Sell |
3,354
-325
| -9% | -$25.1K | 0.04% | 169 |
|
|
2022
Q4 | $308K | Buy |
3,679
+225
| +7% | +$18.8K | 0.05% | 141 |
|
|
2022
Q3 | $271K | Buy |
3,454
+19
| +0.6% | +$1.49K | 0.05% | 131 |
|
|
2022
Q2 | $266K | Buy |
3,435
+34
| +1% | +$2.63K | 0.05% | 138 |
|
|
2022
Q1 | $288K | Buy |
3,401
+717
| +27% | +$60.7K | 0.05% | 135 |
|
|
2021
Q4 | $251K | Sell |
2,684
-571
| -18% | -$53.4K | 0.04% | 121 |
|
|
2021
Q3 | $256K | Buy |
+3,255
| New | +$256K | 0.05% | 126 |
|
|
2021
Q2 | – | Sell |
-2,684
| Closed | -$203K | – | 133 |
|
|
2021
Q1 | $203K | Hold |
2,684
| – | – | 0.04% | 131 |
|
|
2020
Q4 | $207K | Buy |
2,684
+84
| +3% | +$6.48K | 0.04% | 124 |
|
|
2020
Q3 | $180K | Sell |
2,600
-1,364
| -34% | -$94.4K | 0.04% | 121 |
|
|
2020
Q2 | $238K | Hold |
3,964
| – | – | 0.07% | 96 |
|
|
2020
Q1 | $238K | Hold |
3,964
| – | – | 0.09% | 70 |
|
|
2019
Q4 | $240K | Buy |
+3,964
| New | +$240K | 0.09% | 94 |
|