Northcape Wealth 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 | $3.59M | Sell |
51,702
-323
| -0.6% | -$22.4K | 1.09% | 28 |
|
|
2025
Q1 | $3.69M | Sell |
52,025
-585
| -1% | -$41.5K | 1.19% | 27 |
|
|
2024
Q4 | $3.77M | Sell |
52,610
-287
| -0.5% | -$20.6K | 1.22% | 24 |
|
|
2024
Q3 | $4.47M | Buy |
52,897
+127
| +0.2% | +$10.7K | 1.46% | 18 |
|
|
2024
Q2 | $3.74M | Sell |
52,770
-114
| -0.2% | -$8.07K | 1.35% | 23 |
|
|
2024
Q1 | $3.38M | Buy |
52,884
+34,016
| +180% | +$2.17M | 1.23% | 24 |
|
|
2023
Q4 | $1.15M | Sell |
18,868
-7,820
| -29% | -$475K | 0.42% | 66 |
|
|
2023
Q3 | $1.53M | Buy |
26,688
+21,645
| +429% | +$1.24M | 0.59% | 58 |
|
|
2023
Q2 | $374K | Sell |
5,043
-325
| -6% | -$24.1K | 0.14% | 114 |
|
|
2023
Q1 | $414K | Buy |
5,368
+2,080
| +63% | +$160K | 0.15% | 109 |
|
|
2022
Q4 | $275K | Sell |
3,288
-2,634
| -44% | -$220K | 0.15% | 67 |
|
|
2022
Q3 | $464K | Buy |
5,922
+1,836
| +45% | +$144K | 0.17% | 91 |
|
|
2022
Q2 | $317K | Sell |
4,086
-1,765
| -30% | -$137K | 0.12% | 96 |
|
|
2022
Q1 | $496K | Buy |
5,851
+3,063
| +110% | +$260K | 0.14% | 101 |
|
|
2021
Q4 | $260K | Buy |
+2,788
| New | +$260K | 0.09% | 112 |
|