NorthStar Asset Management (Pennsylvania)’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 | $976K | Sell |
14,061
-1,360
| -9% | -$94.4K | 0.22% | 61 |
|
|
2025
Q1 | $1.09M | Sell |
15,421
-300
| -2% | -$21.3K | 0.26% | 59 |
|
|
2024
Q4 | $1.13M | Hold |
15,721
| – | – | 0.26% | 59 |
|
|
2024
Q3 | $1.33M | Sell |
15,721
-2,445
| -13% | -$207K | 0.3% | 60 |
|
|
2024
Q2 | $1.29M | Sell |
18,166
-1,165
| -6% | -$82.5K | 0.31% | 59 |
|
|
2024
Q1 | $1.24M | Sell |
19,331
-1,083
| -5% | -$69.2K | 0.3% | 63 |
|
|
2023
Q4 | $1.24M | Sell |
20,414
-1,400
| -6% | -$85K | 0.33% | 63 |
|
|
2023
Q3 | $1.25M | Buy |
21,814
+505
| +2% | +$28.9K | 0.36% | 60 |
|
|
2023
Q2 | $1.58M | Sell |
21,309
-200
| -0.9% | -$14.8K | 0.43% | 56 |
|
|
2023
Q1 | $1.66M | Sell |
21,509
-1,900
| -8% | -$146K | 0.49% | 51 |
|
|
2022
Q4 | $1.96M | Sell |
23,409
-275
| -1% | -$23K | 0.62% | 44 |
|
|
2022
Q3 | $1.86M | Sell |
23,684
-50
| -0.2% | -$3.92K | 0.62% | 42 |
|
|
2022
Q2 | $1.84M | Buy |
23,734
+195
| +0.8% | +$15.1K | 0.57% | 45 |
|
|
2022
Q1 | $1.99M | Sell |
23,539
-1,821
| -7% | -$154K | 0.51% | 48 |
|
|
2021
Q4 | $2.37M | Sell |
25,360
-50
| -0.2% | -$4.67K | 0.56% | 45 |
|
|
2021
Q3 | $2M | Sell |
25,410
-600
| -2% | -$47.1K | 0.52% | 46 |
|
|
2021
Q2 | $1.91M | Buy |
26,010
+1,240
| +5% | +$90.9K | 0.5% | 50 |
|
|
2021
Q1 | $1.87M | Buy |
24,770
+3,680
| +17% | +$278K | 0.53% | 50 |
|
|
2020
Q4 | $1.63M | Buy |
21,090
+4,534
| +27% | +$350K | 0.46% | 54 |
|
|
2020
Q3 | $1.15M | Buy |
16,556
+1,076
| +7% | +$74.6K | 0.37% | 61 |
|
|
2020
Q2 | $930K | Buy |
15,480
+100
| +0.7% | +$6.01K | 0.33% | 60 |
|
|
2020
Q1 | $925K | Buy |
15,380
+520
| +3% | +$31.3K | 0.42% | 55 |
|
|
2019
Q4 | $900K | Sell |
14,860
-400
| -3% | -$24.2K | 0.34% | 63 |
|
|
2019
Q3 | $889K | Hold |
15,260
| – | – | 0.35% | 64 |
|
|
2019
Q2 | $781K | Buy |
15,260
+400
| +3% | +$20.5K | 0.31% | 65 |
|
|
2019
Q1 | $719K | Buy |
14,860
+400
| +3% | +$19.4K | 0.29% | 70 |
|
|
2018
Q4 | $628K | Sell |
14,460
-240
| -2% | -$10.4K | 0.29% | 69 |
|
|
2018
Q3 | $616K | Sell |
14,700
-380
| -3% | -$15.9K | 0.24% | 75 |
|
|
2018
Q2 | $630K | Hold |
15,080
| – | – | 0.26% | 73 |
|
|
2018
Q1 | $615K | Hold |
15,080
| – | – | 0.26% | 74 |
|
|
2017
Q4 | $589K | Hold |
15,080
| – | – | 0.24% | 78 |
|
|
2017
Q3 | $552K | Hold |
15,080
| – | – | 0.24% | 80 |
|
|
2017
Q2 | $528K | Buy |
15,080
+200
| +1% | +$7K | 0.24% | 81 |
|
|
2017
Q1 | $478K | Hold |
14,880
| – | – | 0.21% | 81 |
|
|
2016
Q4 | $444K | Buy |
+14,880
| New | +$444K | 0.2% | 86 |
|