Monarch 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 | $4.07M | Buy |
58,665
+765
| +1% | +$53.1K | 1.09% | 34 |
|
|
2025
Q1 | $4.1M | Sell |
57,900
-442
| -0.8% | -$31.3K | 1.14% | 32 |
|
|
2024
Q4 | $4.18M | Hold |
58,342
| – | – | 1.15% | 31 |
|
|
2024
Q3 | $4.93M | Buy |
58,342
+902
| +2% | +$76.2K | 1.33% | 28 |
|
|
2024
Q2 | $4.07M | Sell |
57,440
-802
| -1% | -$56.8K | 1.2% | 29 |
|
|
2024
Q1 | $3.72M | Sell |
58,242
-75
| -0.1% | -$4.79K | 1.05% | 33 |
|
|
2023
Q4 | $3.54M | Buy |
58,317
+975
| +2% | +$59.2K | 1.07% | 35 |
|
|
2023
Q3 | $3.29M | Sell |
57,342
-100
| -0.2% | -$5.73K | 1.06% | 35 |
|
|
2023
Q2 | $4.26M | Sell |
57,442
-1,130
| -2% | -$83.8K | 1.29% | 30 |
|
|
2023
Q1 | $4.51M | Sell |
58,572
-2,004
| -3% | -$154K | 1.39% | 27 |
|
|
2022
Q4 | $5.06M | Sell |
60,576
-2,450
| -4% | -$205K | 1.55% | 24 |
|
|
2022
Q3 | $4.94M | Sell |
63,026
-2,384
| -4% | -$187K | 1.61% | 22 |
|
|
2022
Q2 | $5.07M | Sell |
65,410
-40
| -0.1% | -$3.1K | 1.51% | 26 |
|
|
2022
Q1 | $5.54M | Sell |
65,450
-405
| -0.6% | -$34.3K | 1.47% | 27 |
|
|
2021
Q4 | $6.15M | Sell |
65,855
-1,546
| -2% | -$144K | 1.58% | 23 |
|
|
2021
Q3 | $5.29M | Buy |
67,401
+3,728
| +6% | +$293K | 1.47% | 27 |
|
|
2021
Q2 | $4.67M | Sell |
63,673
-823
| -1% | -$60.3K | 1.33% | 28 |
|
|
2021
Q1 | $4.88M | Sell |
64,496
-452
| -0.7% | -$34.2K | 1.45% | 27 |
|
|
2020
Q4 | $5.01M | Sell |
64,948
-344
| -0.5% | -$26.5K | 1.58% | 25 |
|
|
2020
Q3 | $4.53M | Sell |
65,292
-1,000
| -2% | -$69.4K | 1.57% | 26 |
|
|
2020
Q2 | $3.98M | Sell |
66,292
-1,644
| -2% | -$98.7K | 1.45% | 27 |
|
|
2020
Q1 | $4.09M | Sell |
67,936
-1,252
| -2% | -$75.3K | 1.67% | 25 |
|
|
2019
Q4 | $4.19M | Sell |
69,188
-60
| -0.1% | -$3.63K | 1.37% | 32 |
|
|
2019
Q3 | $4.03M | Sell |
69,248
-2,580
| -4% | -$150K | 1.41% | 32 |
|
|
2019
Q2 | $3.68M | Sell |
71,828
-1,280
| -2% | -$65.6K | 1.31% | 33 |
|
|
2019
Q1 | $3.53M | Sell |
73,108
-3,260
| -4% | -$158K | 1.28% | 33 |
|
|
2018
Q4 | $3.32M | Sell |
76,368
-7,732
| -9% | -$336K | 1.34% | 31 |
|
|
2018
Q3 | $3.52M | Sell |
84,100
-380
| -0.4% | -$15.9K | 1.28% | 34 |
|
|
2018
Q2 | $3.53M | Sell |
84,480
-828
| -1% | -$34.6K | 1.35% | 32 |
|
|
2018
Q1 | $3.48M | Sell |
85,308
-3,252
| -4% | -$133K | 1.34% | 33 |
|
|
2017
Q4 | $3.46M | Sell |
88,560
-2,924
| -3% | -$114K | 1.29% | 33 |
|
|
2017
Q3 | $3.35M | Sell |
91,484
-6,160
| -6% | -$226K | 1.25% | 34 |
|
|
2017
Q2 | $3.42M | Sell |
97,644
-4,160
| -4% | -$146K | 1.3% | 33 |
|
|
2017
Q1 | $3.27M | Sell |
101,804
-1,648
| -2% | -$52.9K | 1.2% | 36 |
|
|
2016
Q4 | $3.09M | Buy |
103,452
+400
| +0.4% | +$11.9K | 1.15% | 36 |
|
|
2016
Q3 | $3.15M | Sell |
103,052
-5,056
| -5% | -$155K | 1.19% | 35 |
|
|
2016
Q2 | $3.52M | Sell |
108,108
-1,040
| -1% | -$33.9K | 1.31% | 33 |
|
|
2016
Q1 | $3.23M | Sell |
109,148
-20
| -0% | -$592 | 1.16% | 34 |
|
|
2015
Q4 | $2.84M | Sell |
109,168
-400
| -0.4% | -$10.4K | 1.09% | 36 |
|
|
2015
Q3 | $2.67M | Sell |
109,568
-1,512
| -1% | -$36.9K | 1.09% | 35 |
|
|
2015
Q2 | $2.72M | Buy |
111,080
+1,436
| +1% | +$35.2K | 1.04% | 37 |
|
|
2015
Q1 | $2.85M | Buy |
109,644
+156
| +0.1% | +$4.06K | 1.08% | 37 |
|
|
2014
Q4 | $2.91M | Sell |
109,488
-708
| -0.6% | -$18.8K | 1.1% | 35 |
|
|
2014
Q3 | $2.59M | Sell |
110,196
-4,200
| -4% | -$98.6K | 1.03% | 38 |
|
|
2014
Q2 | $2.93M | Sell |
114,396
-1,600
| -1% | -$41K | 1.13% | 37 |
|
|
2014
Q1 | $2.77M | Sell |
115,996
-5,200
| -4% | -$124K | 1.1% | 37 |
|
|
2013
Q4 | $2.59M | Sell |
121,196
-9,880
| -8% | -$211K | 1.02% | 39 |
|
|
2013
Q3 | $2.63M | Sell |
131,076
-5,600
| -4% | -$112K | 1.1% | 37 |
|
|
2013
Q2 | $2.78M | Buy |
+136,676
| New | +$2.78M | 1.2% | 33 |
|