Laffer Tengler Investments’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 | $4.02M | Sell |
57,854
-9,646
| -14% | -$670K | 0.72% | 42 |
|
|
2025
Q1 | $4.79M | Buy |
67,500
+5,928
| +10% | +$420K | 1.02% | 35 |
|
|
2024
Q4 | $4.41M | Buy |
61,572
+17,453
| +40% | +$1.25M | 0.87% | 38 |
|
|
2024
Q3 | $3.73M | Buy |
44,119
+39,718
| +902% | +$3.36M | 0.76% | 43 |
|
|
2024
Q2 | $312K | Buy |
4,401
+149
| +4% | +$10.6K | 0.07% | 141 |
|
|
2024
Q1 | $272K | Buy |
4,252
+2,052
| +93% | +$131K | 0.07% | 131 |
|
|
2023
Q4 | $134K | Hold |
2,200
| – | – | 0.04% | 170 |
|
|
2023
Q3 | $126K | Hold |
2,200
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $163K | Sell |
2,200
-9,571
| -81% | -$710K | 0.04% | 218 |
|
|
2023
Q1 | $907K | Buy |
11,771
+536
| +5% | +$41.3K | 0.25% | 106 |
|
|
2022
Q4 | $939K | Buy |
11,235
+290
| +3% | +$24.2K | 0.27% | 103 |
|
|
2022
Q3 | $858K | Buy |
10,945
+334
| +3% | +$26.2K | 0.32% | 96 |
|
|
2022
Q2 | $822K | Sell |
10,611
-290
| -3% | -$22.5K | 0.29% | 101 |
|
|
2022
Q1 | $923K | Buy |
10,901
+8,701
| +396% | +$737K | 0.28% | 109 |
|
|
2021
Q4 | $205K | Hold |
2,200
| – | – | 0.06% | 197 |
|
|
2021
Q3 | $173K | Buy |
+2,200
| New | +$173K | 0.05% | 230 |
|
|
2021
Q2 | – | Sell |
-2,200
| Closed | -$166K | – | 369 |
|
|
2021
Q1 | $166K | Hold |
2,200
| – | – | 0.06% | 173 |
|
|
2020
Q4 | $167K | Sell |
2,200
-1,264
| -36% | -$96K | 0.07% | 165 |
|
|
2020
Q3 | $240K | Sell |
3,464
-2,912
| -46% | -$202K | 0.12% | 125 |
|
|
2020
Q2 | $383K | Buy |
6,376
+2,124
| +50% | +$128K | 0.22% | 94 |
|
|
2020
Q1 | $256K | Sell |
4,252
-380
| -8% | -$22.9K | 0.2% | 87 |
|
|
2019
Q4 | $280K | Sell |
4,632
-3,404
| -42% | -$206K | 0.19% | 103 |
|
|
2019
Q3 | $468K | Sell |
8,036
-12
| -0.1% | -$699 | 0.4% | 64 |
|
|
2019
Q2 | $412K | Buy |
8,048
+300
| +4% | +$15.4K | 0.35% | 70 |
|
|
2019
Q1 | $374K | Sell |
7,748
-2,056
| -21% | -$99.4K | 0.1% | 163 |
|
|
2018
Q4 | $426K | Buy |
9,804
+28
| +0.3% | +$1.22K | 0.13% | 158 |
|
|
2018
Q3 | $410K | Sell |
9,776
-992
| -9% | -$41.6K | 0.1% | 169 |
|
|
2018
Q2 | $450K | Sell |
10,768
-324
| -3% | -$13.5K | 0.11% | 168 |
|
|
2018
Q1 | $453K | Buy |
11,092
+32
| +0.3% | +$1.31K | 0.11% | 167 |
|
|
2017
Q4 | $432K | Sell |
11,060
-1,776
| -14% | -$69.3K | 0.11% | 183 |
|
|
2017
Q3 | $470K | Sell |
12,836
-588
| -4% | -$21.5K | 0.12% | 180 |
|
|
2017
Q2 | $470K | Sell |
13,424
-48
| -0.4% | -$1.68K | 0.12% | 185 |
|
|
2017
Q1 | $432K | Sell |
13,472
-4,884
| -27% | -$157K | 0.11% | 187 |
|
|
2016
Q4 | $548K | Sell |
18,356
-55,352
| -75% | -$1.65M | 0.15% | 183 |
|
|
2016
Q3 | $2.25M | Buy |
73,708
+24
| +0% | +$734 | 0.63% | 50 |
|
|
2016
Q2 | $2.4M | Buy |
73,684
+56,628
| +332% | +$1.85M | 0.68% | 44 |
|
|
2016
Q1 | $505K | Buy |
+17,056
| New | +$505K | 0.14% | 180 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1.3B | – | 189 |
|
|
2015
Q3 | – | Sell |
-76,296
| Closed | -$1.87M | – | 152 |
|
|
2015
Q2 | $1.87M | Sell |
76,296
-478,212
| -86% | -$11.7M | 0.45% | 80 |
|
|
2015
Q1 | $14.4M | Buy |
+554,508
| New | +$14.4M | 2.02% | 7 |
|
|
2014
Q4 | – | Sell |
-512,196
| Closed | -$12M | – | 7 |
|
|
2014
Q3 | $12M | Buy |
512,196
+65,364
| +15% | +$1.53M | 1.78% | 12 |
|
|
2014
Q2 | $11.4M | Buy |
446,832
+29,252
| +7% | +$749K | 1.76% | 5 |
|
|
2014
Q1 | $9.98M | Buy |
417,580
+7,660
| +2% | +$183K | 1.61% | 6 |
|
|
2013
Q4 | $8.77M | Buy |
+409,920
| New | +$8.77M | 1.45% | 13 |
|
|
2013
Q3 | – | Sell |
-469,592
| Closed | -$9.57M | – | 10 |
|
|
2013
Q2 | $9.57M | Buy |
+469,592
| New | +$9.57M | 1.87% | 2 |
|