NorthRock Partners’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 | $1.93M | Buy |
27,782
+234
| +0.8% | +$16.2K | 0.05% | 138 |
|
|
2025
Q1 | $1.95M | Buy |
27,548
+594
| +2% | +$42.1K | 0.07% | 118 |
|
|
2024
Q4 | $1.93M | Sell |
26,954
-2,256
| -8% | -$162K | 0.06% | 124 |
|
|
2024
Q3 | $2.47M | Sell |
29,210
-75
| -0.3% | -$6.34K | 0.08% | 105 |
|
|
2024
Q2 | $2.07M | Buy |
29,285
+5,100
| +21% | +$361K | 0.08% | 109 |
|
|
2024
Q1 | $1.55M | Sell |
24,185
-1,936
| -7% | -$124K | 0.06% | 146 |
|
|
2023
Q4 | $1.59M | Buy |
26,121
+11,163
| +75% | +$678K | 0.07% | 138 |
|
|
2023
Q3 | $857K | Buy |
14,958
+5,616
| +60% | +$322K | 0.09% | 110 |
|
|
2023
Q2 | $693K | Sell |
9,342
-1,001
| -10% | -$74.3K | 0.08% | 108 |
|
|
2023
Q1 | $797K | Sell |
10,343
-1,994
| -16% | -$154K | 0.08% | 109 |
|
|
2022
Q4 | $1.03M | Buy |
12,337
+1,759
| +17% | +$147K | 0.12% | 90 |
|
|
2022
Q3 | $829K | Buy |
10,578
+2,416
| +30% | +$189K | 0.1% | 95 |
|
|
2022
Q2 | $632K | Buy |
8,162
+1,568
| +24% | +$121K | 0.07% | 128 |
|
|
2022
Q1 | $559K | Sell |
6,594
-3,585
| -35% | -$304K | 0.05% | 158 |
|
|
2021
Q4 | $950K | Buy |
10,179
+2,286
| +29% | +$213K | 0.07% | 107 |
|
|
2021
Q3 | $669K | Buy |
7,893
+1,788
| +29% | +$152K | 0.05% | 125 |
|
|
2021
Q2 | $447K | Buy |
6,105
+850
| +16% | +$62.2K | 0.04% | 154 |
|
|
2021
Q1 | $397K | Sell |
5,255
-665
| -11% | -$50.2K | 0.04% | 142 |
|
|
2020
Q4 | $457K | Sell |
5,920
-17,924
| -75% | -$1.38M | 0.05% | 136 |
|
|
2020
Q3 | $414K | Buy |
23,844
+17,316
| +265% | +$301K | 0.05% | 136 |
|
|
2020
Q2 | $392K | Buy |
6,528
+64
| +1% | +$3.84K | 0.05% | 132 |
|
|
2020
Q1 | $389K | Sell |
6,464
-1,928
| -23% | -$116K | 0.05% | 124 |
|
|
2019
Q4 | $508K | Buy |
8,392
+516
| +7% | +$31.2K | 0.05% | 151 |
|
|
2019
Q3 | $459K | Buy |
7,876
+3,908
| +98% | +$228K | 0.06% | 133 |
|
|
2019
Q2 | $203K | Sell |
3,968
-1,096
| -22% | -$56.1K | 0.06% | 73 |
|
|
2019
Q1 | $245K | Sell |
5,064
-380
| -7% | -$18.4K | 0.06% | 72 |
|
|
2018
Q4 | $234K | Sell |
5,444
-176
| -3% | -$7.57K | 0.07% | 81 |
|
|
2018
Q3 | $236K | Sell |
5,620
-88
| -2% | -$3.7K | 0.07% | 57 |
|
|
2018
Q2 | $238K | Buy |
5,708
+292
| +5% | +$12.2K | 0.08% | 51 |
|
|
2018
Q1 | $221K | Buy |
5,416
+16
| +0.3% | +$653 | 0.07% | 53 |
|
|
2017
Q4 | $211K | Buy |
+5,400
| New | +$211K | 0.07% | 52 |
|