O'Brien Greene & Co’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 | $6.35M | Buy |
91,472
+1,177
| +1% | +$81.7K | 2.08% | 20 |
|
2025
Q1 | $6.4M | Sell |
90,295
-1,615
| -2% | -$114K | 2.15% | 19 |
|
2024
Q4 | $6.59M | Buy |
91,910
+363
| +0.4% | +$26K | 2.14% | 17 |
|
2024
Q3 | $7.74M | Sell |
91,547
-789
| -0.9% | -$66.7K | 2.41% | 14 |
|
2024
Q2 | $6.54M | Buy |
92,336
+3,635
| +4% | +$257K | 2.07% | 20 |
|
2024
Q1 | $5.67M | Sell |
88,701
-4,579
| -5% | -$293K | 1.86% | 25 |
|
2023
Q4 | $5.67M | Sell |
93,280
-380
| -0.4% | -$23.1K | 1.99% | 23 |
|
2023
Q3 | $5.37M | Buy |
93,660
+9,478
| +11% | +$543K | 1.96% | 22 |
|
2023
Q2 | $6.25M | Sell |
84,182
-1,847
| -2% | -$137K | 2.17% | 18 |
|
2023
Q1 | $6.63M | Sell |
86,029
-867
| -1% | -$66.8K | 2.48% | 14 |
|
2022
Q4 | $7.26M | Sell |
86,896
-178,046
| -67% | -$14.9M | 2.75% | 10 |
|
2022
Q3 | $20.8M | Buy |
264,942
+178,043
| +205% | +$14M | 2.75% | 10 |
|
2022
Q2 | $6.73M | Buy |
86,899
+1,364
| +2% | +$106K | 2.54% | 11 |
|
2022
Q1 | $7.25M | Buy |
85,535
+435
| +0.5% | +$36.9K | 2.39% | 12 |
|
2021
Q4 | $7.95M | Buy |
85,100
+365
| +0.4% | +$34.1K | 2.61% | 9 |
|
2021
Q3 | $6.65M | Buy |
84,735
+1,187
| +1% | +$93.2K | 2.43% | 10 |
|
2021
Q2 | $6.12M | Buy |
83,548
+88
| +0.1% | +$6.45K | 2.19% | 13 |
|
2021
Q1 | $6.31M | Sell |
83,460
-564
| -0.7% | -$42.6K | 2.5% | 10 |
|
2020
Q4 | $6.48M | Buy |
84,024
+1,456
| +2% | +$112K | 2.67% | 6 |
|
2020
Q3 | $5.73M | Sell |
82,568
-6,152
| -7% | -$427K | 2.72% | 10 |
|
2020
Q2 | $5.33M | Buy |
88,720
+340
| +0.4% | +$20.4K | 2.82% | 9 |
|
2020
Q1 | $5.32M | Sell |
88,380
-320
| -0.4% | -$19.2K | 3.54% | 5 |
|
2019
Q4 | $5.37M | Sell |
88,700
-4,080
| -4% | -$247K | 2.73% | 9 |
|
2019
Q3 | $5.41M | Sell |
92,780
-1,840
| -2% | -$107K | 2.9% | 7 |
|
2019
Q2 | $4.85M | Sell |
94,620
-700
| -0.7% | -$35.9K | 2.54% | 10 |
|
2019
Q1 | $4.61M | Buy |
95,320
+5,120
| +6% | +$247K | 2.32% | 12 |
|
2018
Q4 | $3.92M | Buy |
+90,200
| New | +$3.92M | 2.34% | 12 |
|