Mercer Global Advisors’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 | $16.1M | Sell |
232,356
-3,081
| -1% | -$214K | 0.03% | 268 |
|
2025
Q1 | $16.7M | Sell |
235,437
-20,197
| -8% | -$1.43M | 0.04% | 262 |
|
2024
Q4 | $18.3M | Sell |
255,634
-22,804
| -8% | -$1.63M | 0.04% | 233 |
|
2024
Q3 | $23.7M | Buy |
278,438
+17,668
| +7% | +$1.51M | 0.06% | 190 |
|
2024
Q2 | $16.6M | Buy |
260,770
+7,828
| +3% | +$499K | 0.05% | 218 |
|
2024
Q1 | $16.2M | Buy |
252,942
+21,291
| +9% | +$1.36M | 0.05% | 225 |
|
2023
Q4 | $14.1M | Buy |
231,651
+44,201
| +24% | +$2.68M | 0.04% | 245 |
|
2023
Q3 | $10.7M | Buy |
187,450
+4,743
| +3% | +$272K | 0.04% | 260 |
|
2023
Q2 | $13.6M | Buy |
182,707
+7,336
| +4% | +$544K | 0.05% | 234 |
|
2023
Q1 | $13.5M | Sell |
175,371
-3,650
| -2% | -$281K | 0.06% | 222 |
|
2022
Q4 | $15M | Buy |
179,021
+5,301
| +3% | +$443K | 0.07% | 198 |
|
2022
Q3 | $13.6M | Buy |
173,720
+13,399
| +8% | +$1.05M | 0.08% | 185 |
|
2022
Q2 | $12.4M | Sell |
160,321
-1,068
| -0.7% | -$82.7K | 0.08% | 187 |
|
2022
Q1 | $13.7M | Buy |
161,389
+8,687
| +6% | +$736K | 0.08% | 180 |
|
2021
Q4 | $14.3M | Buy |
152,702
+5,412
| +4% | +$505K | 0.09% | 170 |
|
2021
Q3 | $11.6M | Buy |
147,290
+13,441
| +10% | +$1.06M | 0.08% | 198 |
|
2021
Q2 | $9.81M | Buy |
133,849
+11,252
| +9% | +$825K | 0.08% | 201 |
|
2021
Q1 | $9.27M | Buy |
122,597
+22,150
| +22% | +$1.67M | 0.08% | 184 |
|
2020
Q4 | $7.75M | Sell |
100,447
-311,589
| -76% | -$24M | 0.1% | 159 |
|
2020
Q3 | $7.15M | Buy |
412,036
+319,984
| +348% | +$5.55M | 0.11% | 145 |
|
2020
Q2 | $5.53M | Buy |
92,052
+2,624
| +3% | +$158K | 0.1% | 153 |
|
2020
Q1 | $5.38M | Buy |
89,428
+9,268
| +12% | +$558K | 0.12% | 151 |
|
2019
Q4 | $4.85M | Buy |
80,160
+872
| +1% | +$52.8K | 0.1% | 172 |
|
2019
Q3 | $4.62M | Buy |
79,288
+26,064
| +49% | +$1.52M | 0.11% | 160 |
|
2019
Q2 | $2.73M | Sell |
53,224
-7,168
| -12% | -$367K | 0.07% | 219 |
|
2019
Q1 | $2.92M | Buy |
+60,392
| New | +$2.92M | 0.11% | 172 |
|