Northern Capital Management (Washington)’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 | $537K | Hold |
7,729
| – | – | 0.32% | 24 |
|
|
2025
Q1 | $548K | Hold |
7,729
| – | – | 0.36% | 24 |
|
|
2024
Q4 | $554K | Hold |
7,729
| – | – | 0.34% | 21 |
|
|
2024
Q3 | $653K | Hold |
7,729
| – | – | 0.41% | 18 |
|
|
2024
Q2 | $547K | Hold |
7,729
| – | – | 0.37% | 19 |
|
|
2024
Q1 | $494K | Sell |
7,729
-308
| -4% | -$19.7K | 0.34% | 20 |
|
|
2023
Q4 | $488K | Hold |
8,037
| – | – | 0.44% | 18 |
|
|
2023
Q3 | $460K | Hold |
8,037
| – | – | 0.43% | 23 |
|
|
2023
Q2 | $596K | Sell |
8,037
-508
| -6% | -$37.7K | 0.45% | 23 |
|
|
2023
Q1 | $659K | Hold |
8,545
| – | – | 0.56% | 20 |
|
|
2022
Q4 | $714K | Sell |
8,545
-118
| -1% | -$9.87K | 0.69% | 19 |
|
|
2022
Q3 | $679K | Hold |
8,663
| – | – | 0.69% | 17 |
|
|
2022
Q2 | $671K | Sell |
8,663
-145
| -2% | -$11.2K | 0.65% | 17 |
|
|
2022
Q1 | $746K | Hold |
8,808
| – | – | 0.61% | 20 |
|
|
2021
Q4 | $822K | Buy |
8,808
+172
| +2% | +$16.1K | 0.66% | 20 |
|
|
2021
Q3 | $678K | Hold |
8,636
| – | – | 0.58% | 20 |
|
|
2021
Q2 | $633K | Sell |
8,636
-192
| -2% | -$14.1K | 0.54% | 19 |
|
|
2021
Q1 | $667K | Hold |
8,828
| – | – | 0.61% | 17 |
|
|
2020
Q4 | $681K | Buy |
+8,828
| New | +$681K | 0.66% | 16 |
|