Moseley Investment 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 | $3.21M | Sell |
46,280
-6,755
| -13% | -$469K | 1.11% | 22 |
|
2025
Q1 | $3.76M | Buy |
53,035
+1,445
| +3% | +$102K | 1.47% | 18 |
|
2024
Q4 | $3.7M | Sell |
51,590
-5,860
| -10% | -$420K | 1.44% | 16 |
|
2024
Q3 | $4.86M | Buy |
57,450
+1,109
| +2% | +$93.7K | 1.94% | 14 |
|
2024
Q2 | $3.99M | Buy |
56,341
+5,581
| +11% | +$395K | 1.85% | 12 |
|
2024
Q1 | $3.24M | Buy |
50,760
+705
| +1% | +$45.1K | 1.61% | 14 |
|
2023
Q4 | $3.04M | Sell |
50,055
-2,272
| -4% | -$138K | 1.69% | 14 |
|
2023
Q3 | $3M | Buy |
52,327
+14,419
| +38% | +$826K | 1.79% | 12 |
|
2023
Q2 | $2.81M | Buy |
37,908
+923
| +2% | +$68.5K | 1.64% | 15 |
|
2023
Q1 | $2.85M | Buy |
36,985
+1,906
| +5% | +$147K | 1.85% | 14 |
|
2022
Q4 | $2.93M | Sell |
35,079
-120
| -0.3% | -$10K | 2.1% | 10 |
|
2022
Q3 | $2.76M | Sell |
35,199
-6,432
| -15% | -$504K | 2.03% | 11 |
|
2022
Q2 | $3.23M | Buy |
41,631
+1,960
| +5% | +$152K | 2.25% | 8 |
|
2022
Q1 | $3.36M | Sell |
39,671
-355
| -0.9% | -$30.1K | 1.82% | 9 |
|
2021
Q4 | $3.74M | Buy |
40,026
+1,660
| +4% | +$155K | 1.7% | 9 |
|
2021
Q3 | $3.04M | Buy |
38,366
+1,286
| +3% | +$102K | 1.52% | 12 |
|
2021
Q2 | $2.72M | Buy |
37,080
+4,622
| +14% | +$339K | 1.34% | 13 |
|
2021
Q1 | $2.45M | Buy |
32,458
+3,020
| +10% | +$228K | 1.36% | 12 |
|
2020
Q4 | $2.27M | Sell |
29,438
-70
| -0.2% | -$5.4K | 1.32% | 15 |
|
2020
Q3 | $2.05M | Sell |
29,508
-6,116
| -17% | -$424K | 1.46% | 12 |
|
2020
Q2 | $2.14M | Buy |
35,624
+4,160
| +13% | +$250K | 1.78% | 8 |
|
2020
Q1 | $1.89M | Buy |
31,464
+2,208
| +8% | +$133K | 2.22% | 8 |
|
2019
Q4 | $1.77M | Buy |
29,256
+6,944
| +31% | +$420K | 1.74% | 13 |
|
2019
Q3 | $1.3M | Sell |
22,312
-928
| -4% | -$54.1K | 1.36% | 21 |
|
2019
Q2 | $1.19M | Buy |
23,240
+3,028
| +15% | +$155K | 1.11% | 29 |
|
2019
Q1 | $977K | Buy |
+20,212
| New | +$977K | 1.02% | 30 |
|