New England Research & 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 | $1.99M | Buy |
28,628
+815
| +3% | +$56.6K | 0.94% | 30 |
|
|
2025
Q1 | $1.97M | Buy |
27,813
+5,175
| +23% | +$367K | 1% | 29 |
|
|
2024
Q4 | $1.62M | Buy |
22,638
+3,505
| +18% | +$251K | 0.83% | 36 |
|
|
2024
Q3 | $1.62M | Sell |
19,133
-700
| -4% | -$59.2K | 0.76% | 47 |
|
|
2024
Q2 | $1.4M | Buy |
19,833
+5,000
| +34% | +$354K | 0.67% | 48 |
|
|
2024
Q1 | $948K | Buy |
14,833
+8
| +0.1% | +$511 | 0.47% | 75 |
|
|
2023
Q4 | $900K | Sell |
14,825
-14,275
| -49% | -$867K | 0.48% | 74 |
|
|
2023
Q3 | $1.67M | Buy |
29,100
+6,350
| +28% | +$364K | 0.95% | 35 |
|
|
2023
Q2 | $1.69M | Buy |
22,750
+20,050
| +743% | +$1.49M | 0.98% | 33 |
|
|
2023
Q1 | $208K | Hold |
2,700
| – | – | 0.12% | 140 |
|
|
2022
Q4 | $226K | Hold |
2,700
| – | – | 0.13% | 143 |
|
|
2022
Q3 | $212K | Sell |
2,700
-3,040
| -53% | -$239K | 0.13% | 149 |
|
|
2022
Q2 | $445K | Sell |
5,740
-5,425
| -49% | -$421K | 0.26% | 112 |
|
|
2022
Q1 | $946K | Sell |
11,165
-300
| -3% | -$25.4K | 0.49% | 72 |
|
|
2021
Q4 | $1.07M | Sell |
11,465
-400
| -3% | -$37.3K | 0.52% | 62 |
|
|
2021
Q3 | $932K | Sell |
11,865
-300
| -2% | -$23.6K | 0.49% | 74 |
|
|
2021
Q2 | $891K | Sell |
12,165
-160
| -1% | -$11.7K | 0.46% | 78 |
|
|
2021
Q1 | $932K | Buy |
12,325
+8,550
| +226% | +$647K | 0.51% | 68 |
|
|
2020
Q4 | $291K | Buy |
+3,775
| New | +$291K | 0.18% | 136 |
|
|
2019
Q3 | – | Sell |
-5,600
| Closed | -$287K | – | 177 |
|
|
2019
Q2 | $287K | Hold |
5,600
| – | – | 0.19% | 138 |
|
|
2019
Q1 | $271K | Sell |
5,600
-2,400
| -30% | -$116K | 0.18% | 136 |
|
|
2018
Q4 | $348K | Buy |
8,000
+2,400
| +43% | +$104K | 0.27% | 109 |
|
|
2018
Q3 | $235K | Hold |
5,600
| – | – | 0.15% | 144 |
|
|
2018
Q2 | $234K | Hold |
5,600
| – | – | 0.15% | 149 |
|
|
2018
Q1 | $229K | Hold |
5,600
| – | – | 0.15% | 148 |
|
|
2017
Q4 | $219K | Hold |
5,600
| – | – | 0.16% | 141 |
|
|
2017
Q3 | $205K | Buy |
+5,600
| New | +$205K | 0.15% | 148 |
|
|
2016
Q1 | – | Sell |
-10,600
| Closed | -$275K | – | 171 |
|
|
2015
Q4 | $275K | Hold |
10,600
| – | – | 0.24% | 132 |
|
|
2015
Q3 | $259K | Hold |
10,600
| – | – | 0.25% | 133 |
|
|
2015
Q2 | $260K | Sell |
10,600
-2,000
| -16% | -$49.1K | 0.21% | 147 |
|
|
2015
Q1 | $328K | Hold |
12,600
| – | – | 0.28% | 123 |
|
|
2014
Q4 | $335K | Hold |
12,600
| – | – | 0.29% | 131 |
|
|
2014
Q3 | $296K | Sell |
12,600
-2,000
| -14% | -$47K | 0.26% | 134 |
|
|
2014
Q2 | $374K | Hold |
14,600
| – | – | 0.33% | 114 |
|
|
2014
Q1 | $349K | Hold |
14,600
| – | – | 0.32% | 112 |
|
|
2013
Q4 | $313K | Buy |
+14,600
| New | +$313K | 0.3% | 119 |
|