Klingenstein Fields & Co’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 | $10.1M | Sell |
144,858
-11,889
| -8% | -$825K | 0.4% | 62 |
|
|
2025
Q1 | $11.1M | Buy |
156,747
+1,236
| +0.8% | +$87.6K | 0.47% | 60 |
|
|
2024
Q4 | $11.1M | Buy |
155,511
+120
| +0.1% | +$8.6K | 0.45% | 63 |
|
|
2024
Q3 | $13.1M | Buy |
155,391
+2,957
| +2% | +$250K | 0.52% | 58 |
|
|
2024
Q2 | $10.8M | Buy |
152,434
+139,328
| +1,063% | +$9.87M | 0.45% | 65 |
|
|
2024
Q1 | $838K | Sell |
13,106
-58
| -0.4% | -$3.71K | 0.03% | 99 |
|
|
2023
Q4 | $800K | Sell |
13,164
-16
| -0.1% | -$972 | 0.04% | 101 |
|
|
2023
Q3 | $755K | Buy |
13,180
+424
| +3% | +$24.3K | 0.04% | 101 |
|
|
2023
Q2 | $946K | Buy |
12,756
+16
| +0.1% | +$1.19K | 0.04% | 92 |
|
|
2023
Q1 | $982K | Buy |
12,740
+366
| +3% | +$28.2K | 0.05% | 93 |
|
|
2022
Q4 | $1.03M | Buy |
12,374
+964
| +8% | +$80.6K | 0.05% | 93 |
|
|
2022
Q3 | $895K | Sell |
11,410
-183
| -2% | -$14.4K | 0.05% | 92 |
|
|
2022
Q2 | $898K | Hold |
11,593
| – | – | 0.05% | 97 |
|
|
2022
Q1 | $982K | Sell |
11,593
-740
| -6% | -$62.7K | 0.04% | 104 |
|
|
2021
Q4 | $1.15M | Sell |
12,333
-1,400
| -10% | -$131K | 0.05% | 102 |
|
|
2021
Q3 | $1.08M | Buy |
13,733
+915
| +7% | +$71.8K | 0.05% | 103 |
|
|
2021
Q2 | $939K | Buy |
12,818
+56
| +0.4% | +$4.1K | 0.04% | 109 |
|
|
2021
Q1 | $965K | Buy |
12,762
+383
| +3% | +$29K | 0.04% | 103 |
|
|
2020
Q4 | $955K | Buy |
12,379
+367
| +3% | +$28.3K | 0.04% | 106 |
|
|
2020
Q3 | $834K | Sell |
12,012
-88
| -0.7% | -$6.11K | 0.04% | 114 |
|
|
2020
Q2 | $727K | Sell |
12,100
-4,212
| -26% | -$253K | 0.04% | 114 |
|
|
2020
Q1 | $981K | Hold |
16,312
| – | – | 0.06% | 107 |
|
|
2019
Q4 | $988K | Buy |
16,312
+212
| +1% | +$12.8K | 0.05% | 110 |
|
|
2019
Q3 | $938K | Sell |
16,100
-1,200
| -7% | -$69.9K | 0.05% | 115 |
|
|
2019
Q2 | $886K | Hold |
17,300
| – | – | 0.05% | 117 |
|
|
2019
Q1 | $836K | Sell |
17,300
-2,328
| -12% | -$112K | 0.04% | 122 |
|
|
2018
Q4 | $853K | Sell |
19,628
-784
| -4% | -$34.1K | 0.04% | 128 |
|
|
2018
Q3 | $855K | Hold |
20,412
| – | – | 0.03% | 129 |
|
|
2018
Q2 | $852K | Hold |
20,412
| – | – | 0.03% | 133 |
|
|
2018
Q1 | $833K | Sell |
20,412
-560
| -3% | -$22.9K | 0.03% | 135 |
|
|
2017
Q4 | $819K | Sell |
20,972
-2,400
| -10% | -$93.7K | 0.03% | 137 |
|
|
2017
Q3 | $856K | Hold |
23,372
| – | – | 0.03% | 132 |
|
|
2017
Q2 | $819K | Buy |
23,372
+784
| +3% | +$27.5K | 0.03% | 138 |
|
|
2017
Q1 | $725K | Hold |
22,588
| – | – | 0.03% | 141 |
|
|
2016
Q4 | $675K | Hold |
22,588
| – | – | 0.03% | 146 |
|
|
2016
Q3 | $691K | Hold |
22,588
| – | – | 0.03% | 138 |
|
|
2016
Q2 | $736K | Buy |
22,588
+560
| +3% | +$18.2K | 0.03% | 130 |
|
|
2016
Q1 | $652K | Buy |
22,028
+1,300
| +6% | +$38.5K | 0.03% | 138 |
|
|
2015
Q4 | $538K | Hold |
20,728
| – | – | 0.03% | 140 |
|
|
2015
Q3 | $506K | Hold |
20,728
| – | – | 0.03% | 142 |
|
|
2015
Q2 | $508K | Hold |
20,728
| – | – | 0.02% | 151 |
|
|
2015
Q1 | $539K | Hold |
20,728
| – | – | 0.02% | 155 |
|
|
2014
Q4 | $551K | Hold |
20,728
| – | – | 0.02% | 148 |
|
|
2014
Q3 | $486K | Hold |
20,728
| – | – | 0.02% | 161 |
|
|
2014
Q2 | $531K | Buy |
20,728
+2,000
| +11% | +$51.2K | 0.02% | 162 |
|
|
2014
Q1 | $448K | Sell |
18,728
-19,200
| -51% | -$459K | 0.02% | 174 |
|
|
2013
Q4 | $812K | Hold |
37,928
| – | – | 0.03% | 166 |
|
|
2013
Q3 | $760K | Hold |
37,928
| – | – | 0.03% | 170 |
|
|
2013
Q2 | $773K | Buy |
+37,928
| New | +$773K | 0.03% | 177 |
|