MAI 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 | $12.4M | Buy |
178,197
+168
| +0.1% | +$11.7K | 0.09% | 198 |
|
|
2025
Q1 | $12.6M | Sell |
178,029
-3,520
| -2% | -$250K | 0.1% | 187 |
|
|
2024
Q4 | $13M | Buy |
181,549
+9,891
| +6% | +$709K | 0.1% | 177 |
|
|
2024
Q3 | $14.5M | Sell |
171,658
-13,884
| -7% | -$1.17M | 0.14% | 123 |
|
|
2024
Q2 | $13.1M | Buy |
185,542
+50
| +0% | +$3.54K | 0.13% | 127 |
|
|
2024
Q1 | $11.9M | Sell |
185,492
-10,901
| -6% | -$697K | 0.12% | 136 |
|
|
2023
Q4 | $11.9M | Sell |
196,393
-322,668
| -62% | -$19.6M | 0.16% | 121 |
|
|
2023
Q3 | $29.7M | Buy |
519,061
+11,575
| +2% | +$663K | 0.44% | 54 |
|
|
2023
Q2 | $37.7M | Buy |
507,486
+8,959
| +2% | +$665K | 0.55% | 44 |
|
|
2023
Q1 | $38.4M | Buy |
498,527
+16,069
| +3% | +$1.24M | 0.61% | 37 |
|
|
2022
Q4 | $40.3M | Buy |
482,458
+75,392
| +19% | +$6.3M | 0.68% | 34 |
|
|
2022
Q3 | $31.9M | Buy |
407,066
+17,639
| +5% | +$1.38M | 0.6% | 36 |
|
|
2022
Q2 | $30.2M | Buy |
389,427
+17,447
| +5% | +$1.35M | 0.58% | 41 |
|
|
2022
Q1 | $31.5M | Buy |
371,980
+22,860
| +7% | +$1.94M | 0.53% | 47 |
|
|
2021
Q4 | $32.6M | Buy |
349,120
+15,365
| +5% | +$1.43M | 0.53% | 43 |
|
|
2021
Q3 | $26.2M | Sell |
333,755
-57,961
| -15% | -$4.55M | 0.5% | 48 |
|
|
2021
Q2 | $28.7M | Buy |
391,716
+13,551
| +4% | +$993K | 0.57% | 43 |
|
|
2021
Q1 | $28.6M | Buy |
378,165
+9,124
| +2% | +$690K | 0.64% | 37 |
|
|
2020
Q4 | $28.5M | Buy |
369,041
+30,081
| +9% | +$2.32M | 0.71% | 35 |
|
|
2020
Q3 | $23.5M | Buy |
338,960
+4,008
| +1% | +$278K | 0.68% | 38 |
|
|
2020
Q2 | $20.1M | Buy |
334,952
+1,728
| +0.5% | +$104K | 0.63% | 41 |
|
|
2020
Q1 | $20M | Sell |
333,224
-26,928
| -7% | -$1.62M | 0.82% | 31 |
|
|
2019
Q4 | $21.8M | Buy |
360,152
+5,128
| +1% | +$310K | 0.71% | 38 |
|
|
2019
Q3 | $20.7M | Sell |
355,024
-19,876
| -5% | -$1.16M | 0.92% | 24 |
|
|
2019
Q2 | $19.2M | Buy |
374,900
+1,760
| +0.5% | +$90.1K | 0.87% | 28 |
|
|
2019
Q1 | $18M | Buy |
373,140
+1,276
| +0.3% | +$61.7K | 0.92% | 28 |
|
|
2018
Q4 | $16.2M | Buy |
371,864
+788
| +0.2% | +$34.2K | 0.94% | 25 |
|
|
2018
Q3 | $15.5M | Buy |
371,076
+1,664
| +0.5% | +$69.7K | 0.79% | 28 |
|
|
2018
Q2 | $15.4M | Buy |
369,412
+4,476
| +1% | +$187K | 0.83% | 26 |
|
|
2018
Q1 | $14.9M | Sell |
364,936
-2,368
| -0.6% | -$96.7K | 0.85% | 26 |
|
|
2017
Q4 | $14.3M | Buy |
367,304
+3,220
| +0.9% | +$126K | 0.81% | 27 |
|
|
2017
Q3 | $13.3M | Buy |
364,084
+5,120
| +1% | +$188K | 0.81% | 30 |
|
|
2017
Q2 | $12.6M | Sell |
358,964
-39,992
| -10% | -$1.4M | 0.81% | 29 |
|
|
2017
Q1 | $12.8M | Buy |
398,956
+5,936
| +2% | +$191K | 0.86% | 27 |
|
|
2016
Q4 | $11.7M | Buy |
393,020
+30,620
| +8% | +$915K | 0.85% | 28 |
|
|
2016
Q3 | $11.1M | Sell |
362,400
-15,164
| -4% | -$464K | 0.84% | 35 |
|
|
2016
Q2 | $12.3M | Sell |
377,564
-45,332
| -11% | -$1.48M | 0.95% | 28 |
|
|
2016
Q1 | $12.5M | Buy |
422,896
+6,148
| +1% | +$182K | 0.96% | 27 |
|
|
2015
Q4 | $10.8M | Buy |
416,748
+68,084
| +20% | +$1.77M | 0.83% | 34 |
|
|
2015
Q3 | $8.5M | Buy |
348,664
+323,464
| +1,284% | +$7.89M | 0.64% | 55 |
|
|
2015
Q2 | $618K | Sell |
25,200
-7,668
| -23% | -$188K | 0.04% | 275 |
|
|
2015
Q1 | $855K | Sell |
32,868
-584
| -2% | -$15.2K | 0.06% | 229 |
|
|
2014
Q4 | $889K | Buy |
33,452
+5,276
| +19% | +$140K | 0.06% | 209 |
|
|
2014
Q3 | $661K | Sell |
28,176
-1,120
| -4% | -$26.3K | 0.06% | 217 |
|
|
2014
Q2 | $751K | Sell |
29,296
-700
| -2% | -$17.9K | 0.07% | 182 |
|
|
2014
Q1 | $717K | Buy |
29,996
+744
| +3% | +$17.8K | 0.07% | 176 |
|
|
2013
Q4 | $626K | Hold |
29,252
| – | – | 0.07% | 195 |
|
|
2013
Q3 | $586K | Sell |
29,252
-3,620
| -11% | -$72.5K | 0.08% | 171 |
|
|
2013
Q2 | $670K | Buy |
+32,872
| New | +$670K | 0.09% | 144 |
|