NGA
Naples Global Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
98,350
+3,543
| +4% | +$246K | 0.59% | 48 |
|
|
2025
Q1 | $6.72M | Buy |
94,807
+2,150
| +2% | +$152K | 0.64% | 40 |
|
|
2024
Q4 | $6.64M | Buy |
92,657
+1,351
| +1% | +$96.9K | 0.62% | 42 |
|
|
2024
Q3 | $7.72M | Buy |
91,306
+2,263
| +3% | +$191K | 0.72% | 32 |
|
|
2024
Q2 | $6.31M | Buy |
89,043
+2,394
| +3% | +$170K | 0.63% | 40 |
|
|
2024
Q1 | $5.54M | Buy |
86,649
+11,701
| +16% | +$748K | 0.57% | 50 |
|
|
2023
Q4 | $4.55M | Buy |
74,948
+17,403
| +30% | +$1.06M | 0.5% | 58 |
|
|
2023
Q3 | $3.3M | Buy |
57,545
+15,853
| +38% | +$908K | 0.4% | 77 |
|
|
2023
Q2 | $3.09M | Buy |
41,692
+7,278
| +21% | +$540K | 0.36% | 83 |
|
|
2023
Q1 | $2.65M | Buy |
34,414
+1,170
| +4% | +$90.2K | 0.33% | 94 |
|
|
2022
Q4 | $2.78M | Buy |
33,244
+1,383
| +4% | +$116K | 0.35% | 86 |
|
|
2022
Q3 | $2.5M | Buy |
31,861
+80
| +0.3% | +$6.27K | 0.34% | 90 |
|
|
2022
Q2 | $2.46M | Buy |
31,781
+3,819
| +14% | +$296K | 0.32% | 95 |
|
|
2022
Q1 | $2.37M | Buy |
27,962
+1,552
| +6% | +$131K | 0.27% | 112 |
|
|
2021
Q4 | $2.47M | Buy |
26,410
+1,044
| +4% | +$97.5K | 0.29% | 103 |
|
|
2021
Q3 | $1.99M | Buy |
25,366
+114
| +0.5% | +$8.95K | 0.26% | 118 |
|
|
2021
Q2 | $1.85M | Buy |
25,252
+2,213
| +10% | +$162K | 0.26% | 122 |
|
|
2021
Q1 | $1.74M | Buy |
23,039
+1,398
| +6% | +$106K | 0.26% | 116 |
|
|
2020
Q4 | $1.67M | Buy |
21,641
+15,860
| +274% | +$1.22M | 0.28% | 108 |
|
|
2020
Q3 | $1.61M | Sell |
5,781
-128
| -2% | -$35.5K | 0.31% | 98 |
|
|
2020
Q2 | $1.42M | Sell |
5,909
-173
| -3% | -$41.5K | 0.31% | 102 |
|
|
2020
Q1 | $1.46M | Sell |
6,082
-210
| -3% | -$50.5K | 0.38% | 79 |
|
|
2019
Q4 | $1.52M | Buy |
6,292
+314
| +5% | +$76.1K | 0.32% | 98 |
|
|
2019
Q3 | $1.39M | Sell |
5,978
-50
| -0.8% | -$11.7K | 0.33% | 101 |
|
|
2019
Q2 | $1.24M | Buy |
6,028
+213
| +4% | +$43.6K | 0.3% | 109 |
|
|
2019
Q1 | $1.12M | Hold |
5,815
| – | – | 0.29% | 113 |
|
|
2018
Q4 | $1.02M | Buy |
5,815
+131
| +2% | +$23K | 0.29% | 117 |
|
|
2018
Q3 | $953K | Sell |
5,684
-9
| -0.2% | -$1.51K | 0.25% | 131 |
|
|
2018
Q2 | $951K | Buy |
5,693
+534
| +10% | +$89.2K | 0.27% | 131 |
|
|
2018
Q1 | $843K | Buy |
5,159
+114
| +2% | +$18.6K | 0.25% | 139 |
|
|
2017
Q4 | $788K | Buy |
5,045
+118
| +2% | +$18.4K | 0.23% | 146 |
|
|
2017
Q3 | $722K | Buy |
4,927
+314
| +7% | +$46K | 0.24% | 137 |
|
|
2017
Q2 | $646K | Sell |
4,613
-199
| -4% | -$27.9K | 0.23% | 145 |
|
|
2017
Q1 | $618K | Sell |
4,812
-125
| -3% | -$16.1K | 0.22% | 148 |
|
|
2016
Q4 | $590K | Sell |
4,937
-350
| -7% | -$41.8K | 0.23% | 150 |
|
|
2016
Q3 | $647K | Buy |
5,287
+123
| +2% | +$15.1K | 0.25% | 142 |
|
|
2016
Q2 | $673K | Sell |
5,164
-225
| -4% | -$29.3K | 0.28% | 136 |
|
|
2016
Q1 | $638K | Sell |
5,389
-50
| -0.9% | -$5.92K | 0.27% | 136 |
|
|
2015
Q4 | $565K | Hold |
5,439
| – | – | 0.27% | 135 |
|
|
2015
Q3 | $531K | Hold |
5,439
| – | – | 0.27% | 140 |
|
|
2015
Q2 | $533K | Sell |
5,439
-225
| -4% | -$22K | 0.26% | 147 |
|
|
2015
Q1 | $589K | Sell |
5,664
-14
| -0.2% | -$1.46K | 0.28% | 140 |
|
|
2014
Q4 | $604K | Sell |
5,678
-276
| -5% | -$29.4K | 0.32% | 136 |
|
|
2014
Q3 | $559K | Hold |
5,954
| – | – | 0.33% | 124 |
|
|
2014
Q2 | $610K | Hold |
5,954
| – | – | 0.36% | 123 |
|
|
2014
Q1 | $569K | Buy |
5,954
+140
| +2% | +$13.4K | 0.35% | 119 |
|
|
2013
Q4 | $498K | Buy |
+5,814
| New | +$498K | 0.33% | 121 |
|