Main Street Research’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
Q1 | – | Sell |
-3,293
| Closed | -$236K | – | 117 |
|
2024
Q4 | $236K | Buy |
+3,293
| New | +$236K | 0.01% | 100 |
|
2023
Q3 | – | Sell |
-5,697
| Closed | -$423K | – | 97 |
|
2023
Q2 | $423K | Buy |
5,697
+386
| +7% | +$28.6K | 0.07% | 68 |
|
2023
Q1 | $409K | Sell |
5,311
-2,304
| -30% | -$178K | 0.08% | 59 |
|
2022
Q4 | $637K | Sell |
7,615
-2,774
| -27% | -$232K | 0.16% | 50 |
|
2022
Q3 | $815K | Buy |
+10,389
| New | +$815K | 0.18% | 43 |
|
2022
Q2 | – | Sell |
-295,868
| Closed | -$25.1M | – | 108 |
|
2022
Q1 | $25.1M | Buy |
295,868
+116,272
| +65% | +$9.85M | 2.36% | 20 |
|
2021
Q4 | $16.8M | Buy |
179,596
+36,881
| +26% | +$3.44M | 1.29% | 34 |
|
2021
Q3 | $11.2M | Buy |
142,715
+5,966
| +4% | +$468K | 0.98% | 38 |
|
2021
Q2 | $10M | Buy |
136,749
+12,342
| +10% | +$904K | 0.8% | 47 |
|
2021
Q1 | $9.41M | Sell |
124,407
-104,211
| -46% | -$7.88M | 0.88% | 42 |
|
2020
Q4 | $17.6M | Buy |
228,618
+11,942
| +6% | +$921K | 1.9% | 33 |
|
2020
Q3 | $15M | Buy |
216,676
+3,212
| +2% | +$223K | 1.91% | 29 |
|
2020
Q2 | $12.8M | Buy |
213,464
+26,188
| +14% | +$1.57M | 2.01% | 29 |
|
2020
Q1 | $11.3M | Sell |
187,276
-196,464
| -51% | -$11.8M | 2.76% | 21 |
|
2019
Q4 | $23.2M | Sell |
383,740
-13,092
| -3% | -$793K | 3.66% | 3 |
|
2019
Q3 | $23.1M | Sell |
396,832
-1,284
| -0.3% | -$74.8K | 4.34% | 2 |
|
2019
Q2 | $20.4M | Buy |
398,116
+3,720
| +0.9% | +$191K | 4.59% | 2 |
|
2019
Q1 | $19.1M | Buy |
394,396
+9,508
| +2% | +$460K | 6.06% | 2 |
|
2018
Q4 | $16.7M | Buy |
384,888
+8,480
| +2% | +$368K | 6.5% | 3 |
|
2018
Q3 | $15.8M | Buy |
376,408
+371,288
| +7,252% | +$15.6M | 2.26% | 21 |
|
2018
Q2 | $214K | Buy |
5,120
+68
| +1% | +$2.84K | 0.03% | 108 |
|
2018
Q1 | $206K | Sell |
5,052
-816
| -14% | -$33.3K | 0.03% | 110 |
|
2017
Q4 | $229K | Sell |
5,868
-44
| -0.7% | -$1.72K | 0.03% | 100 |
|
2017
Q3 | $217K | Buy |
5,912
+128
| +2% | +$4.7K | 0.04% | 105 |
|
2017
Q2 | $203K | Sell |
5,784
-800
| -12% | -$28.1K | 0.03% | 119 |
|
2017
Q1 | $211K | Sell |
6,584
-1,372
| -17% | -$44K | 0.04% | 110 |
|
2016
Q4 | $238K | Buy |
7,956
+208
| +3% | +$6.22K | 0.05% | 101 |
|
2016
Q3 | $237K | Hold |
7,748
| – | – | 0.05% | 97 |
|
2016
Q2 | $253K | Buy |
+7,748
| New | +$253K | 0.05% | 94 |
|