Notis-McConarty Edward’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 | $813K | Hold |
11,718
| – | – | 0.4% | 48 |
|
|
2025
Q1 | $831K | Buy |
11,718
+1,440
| +14% | +$102K | 0.43% | 44 |
|
|
2024
Q4 | $737K | Buy |
10,278
+334
| +3% | +$23.9K | 0.36% | 50 |
|
|
2024
Q3 | $841K | Sell |
9,944
-8,402
| -46% | -$710K | 0.38% | 48 |
|
|
2024
Q2 | $1.3M | Hold |
18,346
| – | – | 0.51% | 46 |
|
|
2024
Q1 | $1.17M | Buy |
18,346
+650
| +4% | +$41.5K | 0.46% | 48 |
|
|
2023
Q4 | $1.07M | Hold |
17,696
| – | – | 0.43% | 51 |
|
|
2023
Q3 | $1.01M | Hold |
17,696
| – | – | 0.41% | 52 |
|
|
2023
Q2 | $1.31M | Hold |
17,696
| – | – | 0.5% | 51 |
|
|
2023
Q1 | $1.36M | Hold |
17,696
| – | – | 0.54% | 47 |
|
|
2022
Q4 | $1.48M | Sell |
17,696
-607
| -3% | -$50.7K | 0.62% | 45 |
|
|
2022
Q3 | $1.44M | Sell |
18,303
-532
| -3% | -$41.7K | 0.64% | 46 |
|
|
2022
Q2 | $1.46M | Hold |
18,835
| – | – | 0.61% | 50 |
|
|
2022
Q1 | $1.6M | Hold |
18,835
| – | – | 0.57% | 49 |
|
|
2021
Q4 | $1.76M | Hold |
18,835
| – | – | 0.59% | 49 |
|
|
2021
Q3 | $1.48M | Buy |
18,835
+75
| +0.4% | +$5.89K | 0.54% | 52 |
|
|
2021
Q2 | $1.38M | Hold |
18,760
| – | – | 0.51% | 58 |
|
|
2021
Q1 | $1.42M | Hold |
18,760
| – | – | 0.55% | 54 |
|
|
2020
Q4 | $1.45M | Hold |
18,760
| – | – | 0.59% | 50 |
|
|
2020
Q3 | $1.3M | Hold |
18,760
| – | – | 0.57% | 52 |
|
|
2020
Q2 | $1.13M | Sell |
18,760
-440
| -2% | -$26.4K | 0.53% | 55 |
|
|
2020
Q1 | $1.16M | Sell |
19,200
-100
| -0.5% | -$6.02K | 0.64% | 51 |
|
|
2019
Q4 | $1.17M | Sell |
19,300
-100
| -0.5% | -$6.05K | 0.52% | 55 |
|
|
2019
Q3 | $1.13M | Sell |
19,400
-200
| -1% | -$11.6K | 0.53% | 53 |
|
|
2019
Q2 | $1M | Sell |
19,600
-200
| -1% | -$10.2K | 0.47% | 56 |
|
|
2019
Q1 | $957K | Sell |
19,800
-200
| -1% | -$9.67K | 0.46% | 60 |
|
|
2018
Q4 | $869K | Buy |
20,000
+10,700
| +115% | +$465K | 0.48% | 55 |
|
|
2018
Q3 | $389K | Hold |
9,300
| – | – | 0.21% | 76 |
|
|
2018
Q2 | $388K | Sell |
9,300
-2,100
| -18% | -$87.6K | 0.23% | 73 |
|
|
2018
Q1 | $465K | Hold |
11,400
| – | – | 0.28% | 70 |
|
|
2017
Q4 | $445K | Sell |
11,400
-100
| -0.9% | -$3.9K | 0.26% | 71 |
|
|
2017
Q3 | $421K | Sell |
11,500
-100
| -0.9% | -$3.66K | 0.26% | 71 |
|
|
2017
Q2 | $406K | Buy |
11,600
+1,600
| +16% | +$56K | 0.26% | 74 |
|
|
2017
Q1 | $321K | Hold |
10,000
| – | – | 0.21% | 79 |
|
|
2016
Q4 | $299K | Hold |
10,000
| – | – | 0.21% | 82 |
|
|
2016
Q3 | $306K | Sell |
10,000
-2,000
| -17% | -$61.2K | 0.21% | 80 |
|
|
2016
Q2 | $391K | Hold |
12,000
| – | – | 0.27% | 76 |
|
|
2016
Q1 | $355K | Hold |
12,000
| – | – | 0.25% | 79 |
|
|
2015
Q4 | $312K | Hold |
12,000
| – | – | 0.22% | 84 |
|
|
2015
Q3 | $293K | Sell |
12,000
-4,000
| -25% | -$97.7K | 0.22% | 84 |
|
|
2015
Q2 | $392K | Hold |
16,000
| – | – | 0.27% | 80 |
|
|
2015
Q1 | $416K | Hold |
16,000
| – | – | 0.29% | 78 |
|
|
2014
Q4 | $425K | Hold |
16,000
| – | – | 0.29% | 77 |
|
|
2014
Q3 | $376K | Buy |
+16,000
| New | +$376K | 0.26% | 81 |
|