Northwest & Ethical Investments’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 | $4.64M | Buy |
66,892
+2,913
| +5% | +$202K | 0.12% | 188 |
|
|
2025
Q1 | $4.54M | Sell |
63,979
-49,304
| -44% | -$3.5M | 0.12% | 184 |
|
|
2024
Q4 | $8.12M | Sell |
113,283
-158,225
| -58% | -$11.3M | 0.22% | 145 |
|
|
2024
Q3 | $23M | Sell |
271,508
-69,733
| -20% | -$5.89M | 0.61% | 50 |
|
|
2024
Q2 | $24.2M | Sell |
341,241
-30,686
| -8% | -$2.17M | 0.69% | 37 |
|
|
2024
Q1 | $23.8M | Buy |
371,927
+66,206
| +22% | +$4.23M | 0.68% | 40 |
|
|
2023
Q4 | $18.6M | Buy |
305,721
+35,392
| +13% | +$2.15M | 0.57% | 54 |
|
|
2023
Q3 | $15.5M | Buy |
270,329
+63,145
| +30% | +$3.62M | 0.52% | 63 |
|
|
2023
Q2 | $15.4M | Buy |
207,184
+37,922
| +22% | +$2.81M | 0.49% | 62 |
|
|
2023
Q1 | $13M | Sell |
169,262
-20,929
| -11% | -$1.61M | 0.43% | 75 |
|
|
2022
Q4 | $15.9M | Buy |
190,191
+39,719
| +26% | +$3.32M | 0.55% | 54 |
|
|
2022
Q3 | $11.8M | Buy |
150,472
+51,589
| +52% | +$4.05M | 0.47% | 65 |
|
|
2022
Q2 | $7.66M | Buy |
98,883
+5,283
| +6% | +$409K | 0.29% | 106 |
|
|
2022
Q1 | $7.93M | Buy |
93,600
+75,000
| +403% | +$6.35M | 0.25% | 115 |
|
|
2021
Q4 | $1.74M | Sell |
18,600
-5,150
| -22% | -$481K | 0.05% | 252 |
|
|
2021
Q3 | $1.86M | Buy |
23,750
+1,110
| +5% | +$87.2K | 0.06% | 232 |
|
|
2021
Q2 | $1.66M | Buy |
22,640
+2,170
| +11% | +$159K | 0.05% | 256 |
|
|
2021
Q1 | $1.55M | Buy |
20,470
+5,820
| +40% | +$440K | 0.05% | 295 |
|
|
2020
Q4 | $1.13M | Buy |
14,650
+930
| +7% | +$71.8K | 0.04% | 314 |
|
|
2020
Q3 | $952K | Buy |
13,720
+2,800
| +26% | +$194K | 0.04% | 315 |
|
|
2020
Q2 | $656K | Buy |
10,920
+2,120
| +24% | +$127K | 0.03% | 332 |
|
|
2020
Q1 | $529K | Buy |
+8,800
| New | +$529K | 0.03% | 329 |
|
|
2018
Q4 | – | Sell |
-63,424
| Closed | -$2.66M | – | 397 |
|
|
2018
Q3 | $2.66M | Hold |
63,424
| – | – | 0.17% | 181 |
|
|
2018
Q2 | $2.65M | Buy |
63,424
+34,372
| +118% | +$1.44M | 0.18% | 175 |
|
|
2018
Q1 | $1.19M | Buy |
+29,052
| New | +$1.19M | 0.08% | 259 |
|