Nichols & Pratt Advisers’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 | $211K | Sell |
3,037
-300
| -9% | -$20.8K | 0.01% | 103 |
|
|
2025
Q1 | $237K | Sell |
3,337
-440
| -12% | -$31.2K | 0.02% | 92 |
|
|
2024
Q4 | $271K | Sell |
3,777
-1,189
| -24% | -$85.2K | 0.02% | 90 |
|
|
2024
Q3 | $420K | Buy |
4,966
+345
| +7% | +$29.2K | 0.03% | 85 |
|
|
2024
Q2 | $327K | Sell |
4,621
-800
| -15% | -$56.6K | 0.02% | 86 |
|
|
2024
Q1 | $346K | Buy |
5,421
+24
| +0.4% | +$1.53K | 0.02% | 87 |
|
|
2023
Q4 | $328K | Hold |
5,397
| – | – | 0.02% | 89 |
|
|
2023
Q3 | $309K | Buy |
5,397
+800
| +17% | +$45.8K | 0.02% | 93 |
|
|
2023
Q2 | $341K | Buy |
4,597
+500
| +12% | +$37.1K | 0.02% | 89 |
|
|
2023
Q1 | $316K | Hold |
4,097
| – | – | 0.02% | 88 |
|
|
2022
Q4 | $343K | Sell |
4,097
-306
| -7% | -$25.6K | 0.03% | 84 |
|
|
2022
Q3 | $345K | Buy |
4,403
+1,630
| +59% | +$128K | 0.03% | 80 |
|
|
2022
Q2 | $215K | Hold |
2,773
| – | – | 0.02% | 87 |
|
|
2022
Q1 | $235K | Hold |
2,773
| – | – | 0.02% | 92 |
|
|
2021
Q4 | $259K | Sell |
2,773
-600
| -18% | -$56K | 0.02% | 91 |
|
|
2021
Q3 | $268K | Hold |
3,373
| – | – | 0.02% | 96 |
|
|
2021
Q2 | $247K | Hold |
3,373
| – | – | 0.02% | 99 |
|
|
2021
Q1 | $255K | Buy |
3,373
+613
| +22% | +$46.3K | 0.02% | 96 |
|
|
2020
Q4 | $213K | Sell |
2,760
-800
| -22% | -$61.7K | 0.02% | 101 |
|
|
2020
Q3 | $247K | Buy |
+3,560
| New | +$247K | 0.02% | 91 |
|