Neumann 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 | $426K | Hold |
6,134
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $435K | Hold |
6,134
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $440K | Buy |
6,134
+1,100
| +22% | +$78.9K | 0.15% | 84 |
|
|
2024
Q3 | $426K | Buy |
5,034
+200
| +4% | +$16.9K | 0.14% | 85 |
|
|
2024
Q2 | $342K | Buy |
4,834
+1,700
| +54% | +$120K | 0.12% | 86 |
|
|
2024
Q1 | $200K | Buy |
+3,134
| New | +$200K | 0.07% | 98 |
|
|
2017
Q1 | – | Sell |
-8,800
| Closed | -$263K | – | 70 |
|
|
2016
Q4 | $263K | Hold |
8,800
| – | – | 0.17% | 66 |
|
|
2016
Q3 | $269K | Hold |
8,800
| – | – | 0.18% | 68 |
|
|
2016
Q2 | $287K | Hold |
8,800
| – | – | 0.19% | 67 |
|
|
2016
Q1 | $260K | Hold |
8,800
| – | – | 0.17% | 69 |
|
|
2015
Q4 | $229K | Hold |
8,800
| – | – | 0.16% | 72 |
|
|
2015
Q3 | $215K | Hold |
8,800
| – | – | 0.15% | 74 |
|
|
2015
Q2 | $216K | Hold |
8,800
| – | – | 0.14% | 76 |
|
|
2015
Q1 | $229K | Hold |
8,800
| – | – | 0.15% | 76 |
|
|
2014
Q4 | $234K | Buy |
+8,800
| New | +$234K | 0.15% | 78 |
|