Oarsman Capital’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
Q1 | – | Sell |
-1,873
| Closed | -$134K | – | 620 |
|
2024
Q4 | $134K | Buy |
1,873
+201
| +12% | +$14.4K | 0.02% | 287 |
|
2024
Q3 | $141K | Buy |
+1,672
| New | +$141K | 0.03% | 288 |
|
2022
Q1 | – | Sell |
-2,654
| Closed | -$248K | – | 195 |
|
2021
Q4 | $248K | Hold |
2,654
| – | – | 0.1% | 160 |
|
2021
Q3 | $208K | Buy |
+2,654
| New | +$208K | 0.08% | 179 |
|
2020
Q4 | – | Sell |
-3,304
| Closed | -$229K | – | 188 |
|
2020
Q3 | $229K | Buy |
+3,304
| New | +$229K | 0.1% | 149 |
|
2020
Q1 | – | Sell |
-3,744
| Closed | -$227K | – | 160 |
|
2019
Q4 | $227K | Hold |
3,744
| – | – | 0.1% | 168 |
|
2019
Q3 | $218K | Buy |
+3,744
| New | +$218K | 0.1% | 171 |
|
2017
Q2 | – | Sell |
-6,244
| Closed | -$200K | – | 185 |
|
2017
Q1 | $200K | Buy |
+6,244
| New | +$200K | 0.09% | 178 |
|
2016
Q3 | – | Sell |
-6,244
| Closed | -$204K | – | 188 |
|
2016
Q2 | $204K | Buy |
+6,244
| New | +$204K | 0.11% | 175 |
|