OAM
Oppenheimer Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
267,308
-1,378
| -0.5% | -$95.7K | 0.21% | 118 |
|
|
2025
Q1 | $19M | Sell |
268,686
-2,223
| -0.8% | -$158K | 0.24% | 108 |
|
|
2024
Q4 | $19.4M | Sell |
270,909
-25,429
| -9% | -$1.82M | 0.24% | 110 |
|
|
2024
Q3 | $25M | Sell |
296,338
-7,069
| -2% | -$598K | 0.3% | 80 |
|
|
2024
Q2 | $21.5M | Buy |
303,407
+26,169
| +9% | +$1.85M | 0.27% | 84 |
|
|
2024
Q1 | $17.7M | Buy |
277,238
+2,239
| +0.8% | +$143K | 0.26% | 84 |
|
|
2023
Q4 | $16.7M | Sell |
274,999
-12,708
| -4% | -$772K | 0.23% | 104 |
|
|
2023
Q3 | $16.5M | Sell |
287,707
-46,119
| -14% | -$2.64M | 0.25% | 88 |
|
|
2023
Q2 | $24.8M | Sell |
333,826
-4,367
| -1% | -$324K | 0.36% | 57 |
|
|
2023
Q1 | $26.1M | Sell |
338,193
-2,341
| -0.7% | -$180K | 0.4% | 53 |
|
|
2022
Q4 | $28.5M | Buy |
340,534
+9,340
| +3% | +$781K | 0.46% | 50 |
|
|
2022
Q3 | $26M | Buy |
331,194
+24,930
| +8% | +$1.95M | 0.46% | 44 |
|
|
2022
Q2 | $23.7M | Sell |
306,264
-7,928
| -3% | -$614K | 0.4% | 55 |
|
|
2022
Q1 | $26.6M | Sell |
314,192
-3,149
| -1% | -$267K | 0.38% | 55 |
|
|
2021
Q4 | $29.6M | Sell |
317,341
-2,115
| -0.7% | -$197K | 0.39% | 51 |
|
|
2021
Q3 | $25.1M | Sell |
319,456
-43,106
| -12% | -$3.38M | 0.36% | 62 |
|
|
2021
Q2 | $26.6M | Sell |
362,562
-3,802
| -1% | -$279K | 0.38% | 57 |
|
|
2021
Q1 | $27.7M | Sell |
366,364
-10,926
| -3% | -$826K | 0.43% | 48 |
|
|
2020
Q4 | $29.1M | Buy |
377,290
+284,499
| +307% | +$21.9M | 0.49% | 44 |
|
|
2020
Q3 | $25.8M | Sell |
92,791
-1,699
| -2% | -$472K | 0.5% | 42 |
|
|
2020
Q2 | $22.7M | Buy |
94,490
+443
| +0.5% | +$106K | 0.47% | 47 |
|
|
2020
Q1 | $22.6M | Sell |
94,047
-3,112
| -3% | -$749K | 0.56% | 41 |
|
|
2019
Q4 | $23.5M | Sell |
97,159
-938
| -1% | -$227K | 0.5% | 30 |
|
|
2019
Q3 | $22.9M | Sell |
98,097
-17,764
| -15% | -$4.14M | 0.51% | 32 |
|
|
2019
Q2 | $23.7M | Sell |
115,861
-2,980
| -3% | -$610K | 0.52% | 29 |
|
|
2019
Q1 | $23M | Sell |
118,841
-5,204
| -4% | -$1.01M | 0.52% | 31 |
|
|
2018
Q4 | $21.6M | Sell |
124,045
-4,930
| -4% | -$857K | 0.53% | 34 |
|
|
2018
Q3 | $21.6M | Sell |
128,975
-4,478
| -3% | -$751K | 0.48% | 36 |
|
|
2018
Q2 | $22.3M | Sell |
133,453
-5,890
| -4% | -$984K | 0.55% | 31 |
|
|
2018
Q1 | $22.8M | Sell |
139,343
-11,180
| -7% | -$1.83M | 0.57% | 29 |
|
|
2017
Q4 | $22.1M | Hold |
150,523
| – | – | 0.59% | 31 |
|
|
2017
Q3 | $22.1M | Sell |
150,523
-2,456
| -2% | -$360K | 0.57% | 32 |
|
|
2017
Q2 | $21.4M | Sell |
152,979
-1,058
| -0.7% | -$148K | 0.59% | 27 |
|
|
2017
Q1 | $19.8M | Buy |
+154,037
| New | +$19.8M | 0.56% | 29 |
|