North Star Asset 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 | $416K | Buy |
5,989
+3,142
| +110% | +$218K | 0.02% | 244 |
|
|
2025
Q1 | $202K | Buy |
+2,847
| New | +$202K | 0.01% | 306 |
|
|
2024
Q4 | – | Sell |
-2,765
| Closed | -$234K | – | 329 |
|
|
2024
Q3 | $234K | Buy |
+2,765
| New | +$234K | 0.01% | 291 |
|
|
2023
Q3 | – | Sell |
-2,740
| Closed | -$203K | – | 304 |
|
|
2023
Q2 | $203K | Sell |
2,740
-25
| -0.9% | -$1.86K | 0.01% | 280 |
|
|
2023
Q1 | $213K | Hold |
2,765
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $231K | Sell |
2,765
-375
| -12% | -$31.4K | 0.01% | 274 |
|
|
2022
Q3 | $246K | Hold |
3,140
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $243K | Buy |
3,140
+10
| +0.3% | +$774 | 0.02% | 257 |
|
|
2022
Q1 | $266K | Sell |
3,130
-87
| -3% | -$7.39K | 0.01% | 262 |
|
|
2021
Q4 | $300K | Sell |
3,217
-30
| -0.9% | -$2.8K | 0.02% | 258 |
|
|
2021
Q3 | $255K | Buy |
+3,247
| New | +$255K | 0.01% | 268 |
|