Loomis, Sayles & Company’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 | $223K | Sell |
3,210
-632
| -16% | -$43.9K | ﹤0.01% | 521 |
|
|
2025
Q1 | $272K | Buy |
3,842
+1,040
| +37% | +$73.6K | ﹤0.01% | 512 |
|
|
2024
Q4 | $201K | Buy |
2,802
+46
| +2% | +$3.3K | ﹤0.01% | 523 |
|
|
2024
Q3 | $233K | Buy |
2,756
+199
| +8% | +$16.8K | ﹤0.01% | 509 |
|
|
2024
Q2 | $181K | Buy |
2,557
+22
| +0.9% | +$1.56K | ﹤0.01% | 529 |
|
|
2024
Q1 | $162K | Buy |
2,535
+105
| +4% | +$6.71K | ﹤0.01% | 525 |
|
|
2023
Q4 | $148K | Sell |
2,430
-7,594
| -76% | -$463K | ﹤0.01% | 513 |
|
|
2023
Q3 | $574K | Sell |
10,024
-254
| -2% | -$14.5K | ﹤0.01% | 464 |
|
|
2023
Q2 | $762K | Sell |
10,278
-48,574
| -83% | -$3.6M | ﹤0.01% | 460 |
|
|
2023
Q1 | $4.54M | Buy |
58,852
+918
| +2% | +$70.8K | 0.01% | 405 |
|
|
2022
Q4 | $4.84M | Buy |
57,934
+1,681
| +3% | +$141K | 0.01% | 375 |
|
|
2022
Q3 | $4.41M | Sell |
56,253
-249,143
| -82% | -$19.5M | 0.01% | 369 |
|
|
2022
Q2 | $23.7M | Sell |
305,396
-168,964
| -36% | -$13.1M | 0.04% | 214 |
|
|
2022
Q1 | $40.2M | Buy |
474,360
+9,397
| +2% | +$796K | 0.05% | 169 |
|
|
2021
Q4 | $43.4M | Sell |
464,963
-115,921
| -20% | -$10.8M | 0.05% | 177 |
|
|
2021
Q3 | $45.6M | Buy |
580,884
+22,668
| +4% | +$1.78M | 0.06% | 166 |
|
|
2021
Q2 | $40.9M | Sell |
558,216
-40,382
| -7% | -$2.96M | 0.05% | 203 |
|
|
2021
Q1 | $45.3M | Buy |
598,598
+462,369
| +339% | +$35M | 0.06% | 167 |
|
|
2020
Q4 | $10.5M | Buy |
136,229
+135,897
| +40,933% | +$10.5M | 0.01% | 368 |
|
|
2020
Q3 | $23K | Sell |
332
-284
| -46% | -$19.7K | ﹤0.01% | 614 |
|
|
2020
Q2 | $37K | Sell |
616
-152
| -20% | -$9.13K | ﹤0.01% | 548 |
|
|
2020
Q1 | $46K | Buy |
768
+364
| +90% | +$21.8K | ﹤0.01% | 559 |
|
|
2019
Q4 | $24K | Sell |
404
-1,940
| -83% | -$115K | ﹤0.01% | 685 |
|
|
2019
Q3 | $137K | Buy |
+2,344
| New | +$137K | ﹤0.01% | 529 |
|
|
2019
Q1 | – | Sell |
-59,320
| Closed | -$2.58M | – | 843 |
|
|
2018
Q4 | $2.58M | Sell |
59,320
-224,744
| -79% | -$9.77M | 0.01% | 465 |
|
|
2018
Q3 | $11.9M | Sell |
284,064
-581,608
| -67% | -$24.4M | 0.02% | 334 |
|
|
2018
Q2 | $36.1M | Sell |
865,672
-344,020
| -28% | -$14.4M | 0.07% | 125 |
|
|
2018
Q1 | $49.4M | Sell |
1,209,692
-92,356
| -7% | -$3.77M | 0.1% | 89 |
|
|
2017
Q4 | $50.8M | Sell |
1,302,048
-449,992
| -26% | -$17.6M | 0.11% | 88 |
|
|
2017
Q3 | $64.2M | Sell |
1,752,040
-318,884
| -15% | -$11.7M | 0.14% | 73 |
|
|
2017
Q2 | $72.5M | Sell |
2,070,924
-2,836
| -0.1% | -$99.4K | 0.17% | 63 |
|
|
2017
Q1 | $66.6M | Sell |
2,073,760
-98,316
| -5% | -$3.16M | 0.17% | 73 |
|
|
2016
Q4 | $64.9M | Sell |
2,172,076
-359,120
| -14% | -$10.7M | 0.16% | 82 |
|
|
2016
Q3 | $77.4M | Sell |
2,531,196
-95,960
| -4% | -$2.93M | 0.2% | 61 |
|
|
2016
Q2 | $85.6M | Sell |
2,627,156
-190,300
| -7% | -$6.2M | 0.23% | 53 |
|
|
2016
Q1 | $83.4M | Sell |
2,817,456
-575,888
| -17% | -$17M | 0.24% | 58 |
|
|
2015
Q4 | $88.1M | Sell |
3,393,344
-170,460
| -5% | -$4.43M | 0.25% | 59 |
|
|
2015
Q3 | $86.9M | Buy |
3,563,804
+703,428
| +25% | +$17.2M | 0.26% | 56 |
|
|
2015
Q2 | $70.1M | Sell |
2,860,376
-86,828
| -3% | -$2.13M | 0.19% | 85 |
|
|
2015
Q1 | $76.7M | Buy |
2,947,204
+110,044
| +4% | +$2.86M | 0.21% | 85 |
|
|
2014
Q4 | $75.4M | Sell |
2,837,160
-584,652
| -17% | -$15.5M | 0.21% | 97 |
|
|
2014
Q3 | $80.3M | Sell |
3,421,812
-286,320
| -8% | -$6.72M | 0.24% | 89 |
|
|
2014
Q2 | $95M | Sell |
3,708,132
-704,620
| -16% | -$18.1M | 0.27% | 80 |
|
|
2014
Q1 | $105M | Buy |
4,412,752
+30,084
| +0.7% | +$719K | 0.3% | 80 |
|
|
2013
Q4 | $93.8M | Buy |
4,382,668
+313,032
| +8% | +$6.7M | 0.28% | 88 |
|
|
2013
Q3 | $81.6M | Sell |
4,069,636
-352,372
| -8% | -$7.06M | 0.26% | 98 |
|
|
2013
Q2 | $90.1K | Buy |
+4,422,008
| New | +$90.1K | 0.32% | 60 |
|