Oppenheimer & 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 | $16.2M | Sell |
232,811
-38,240
| -14% | -$2.65M | 0.21% | 91 |
|
2025
Q1 | $19.2M | Buy |
271,051
+25,141
| +10% | +$1.78M | 0.29% | 65 |
|
2024
Q4 | $17.6M | Sell |
245,910
-19,540
| -7% | -$1.4M | 0.26% | 68 |
|
2024
Q3 | $22.4M | Buy |
265,450
+10,766
| +4% | +$910K | 0.34% | 51 |
|
2024
Q2 | $18M | Buy |
254,684
+11,457
| +5% | +$811K | 0.29% | 67 |
|
2024
Q1 | $15.5M | Buy |
243,227
+2,750
| +1% | +$176K | 0.26% | 79 |
|
2023
Q4 | $14.6M | Buy |
240,477
+12,477
| +5% | +$758K | 0.27% | 76 |
|
2023
Q3 | $13.1M | Buy |
228,000
+9,883
| +5% | +$566K | 0.27% | 76 |
|
2023
Q2 | $16.2M | Sell |
218,117
-15,763
| -7% | -$1.17M | 0.32% | 56 |
|
2023
Q1 | $18M | Buy |
233,880
+24,428
| +12% | +$1.88M | 0.38% | 51 |
|
2022
Q4 | $17.5M | Sell |
209,452
-65,689
| -24% | -$5.49M | 0.4% | 45 |
|
2022
Q3 | $21.6M | Sell |
275,141
-18,803
| -6% | -$1.47M | 0.5% | 27 |
|
2022
Q2 | $22.8M | Sell |
293,944
-1,839
| -0.6% | -$142K | 0.49% | 31 |
|
2022
Q1 | $25.1M | Buy |
295,783
+5,554
| +2% | +$470K | 0.45% | 34 |
|
2021
Q4 | $27.1M | Sell |
290,229
-1,292
| -0.4% | -$121K | 0.47% | 29 |
|
2021
Q3 | $22.9M | Buy |
291,521
+1,860
| +0.6% | +$146K | 0.43% | 36 |
|
2021
Q2 | $21.2M | Sell |
289,661
-14,253
| -5% | -$1.04M | 0.38% | 46 |
|
2021
Q1 | $23M | Buy |
303,914
+36,657
| +14% | +$2.77M | 0.46% | 32 |
|
2020
Q4 | $20.6M | Buy |
267,257
+13,625
| +5% | +$1.05M | 0.44% | 43 |
|
2020
Q3 | $17.6M | Sell |
253,632
-42,796
| -14% | -$2.97M | 0.44% | 43 |
|
2020
Q2 | $17.8M | Sell |
296,428
-3,992
| -1% | -$240K | 0.46% | 42 |
|
2020
Q1 | $18.1M | Sell |
300,420
-364
| -0.1% | -$21.9K | 0.55% | 34 |
|
2019
Q4 | $18.2M | Buy |
300,784
+11,928
| +4% | +$722K | 0.45% | 49 |
|
2019
Q3 | $16.8M | Buy |
288,856
+3,052
| +1% | +$178K | 0.46% | 46 |
|
2019
Q2 | $14.6M | Sell |
285,804
-4,268
| -1% | -$219K | 0.4% | 54 |
|
2019
Q1 | $14M | Buy |
290,072
+7,844
| +3% | +$379K | 0.37% | 57 |
|
2018
Q4 | $12.3M | Buy |
282,228
+16,140
| +6% | +$701K | 0.38% | 56 |
|
2018
Q3 | $11.1M | Sell |
266,088
-25,396
| -9% | -$1.06M | 0.28% | 76 |
|
2018
Q2 | $12.2M | Buy |
291,484
+3,948
| +1% | +$165K | 0.33% | 62 |
|
2018
Q1 | $11.7M | Buy |
287,536
+15,868
| +6% | +$648K | 0.3% | 74 |
|
2017
Q4 | $10.6M | Sell |
271,668
-3,432
| -1% | -$134K | 0.27% | 79 |
|
2017
Q3 | $10.1M | Sell |
275,100
-2,176
| -0.8% | -$79.7K | 0.27% | 79 |
|
2017
Q2 | $9.71M | Sell |
277,276
-19,956
| -7% | -$699K | 0.27% | 83 |
|
2017
Q1 | $9.54M | Sell |
297,232
-11,348
| -4% | -$364K | 0.27% | 86 |
|
2016
Q4 | $9.22M | Sell |
308,580
-16,508
| -5% | -$493K | 0.27% | 85 |
|
2016
Q3 | $9.94M | Buy |
325,088
+13,308
| +4% | +$407K | 0.29% | 75 |
|
2016
Q2 | $10.2M | Sell |
311,780
-60,008
| -16% | -$1.96M | 0.3% | 74 |
|
2016
Q1 | $11M | Sell |
371,788
-19,000
| -5% | -$562K | 0.33% | 71 |
|
2015
Q4 | $10.2M | Sell |
390,788
-6,240
| -2% | -$162K | 0.3% | 79 |
|
2015
Q3 | $9.68M | Buy |
397,028
+18,140
| +5% | +$442K | 0.29% | 78 |
|
2015
Q2 | $9.29M | Sell |
378,888
-10,148
| -3% | -$249K | 0.26% | 83 |
|
2015
Q1 | $10.1M | Sell |
389,036
-31,136
| -7% | -$810K | 0.28% | 82 |
|
2014
Q4 | $11.2M | Buy |
420,172
+120
| +0% | +$3.19K | 0.32% | 69 |
|
2014
Q3 | $9.86M | Buy |
420,052
+7,488
| +2% | +$176K | 0.29% | 77 |
|
2014
Q2 | $10.6M | Buy |
412,564
+10,272
| +3% | +$263K | 0.32% | 63 |
|
2014
Q1 | $9.62M | Buy |
402,292
+107,776
| +37% | +$2.58M | 0.29% | 70 |
|
2013
Q4 | $6.3M | Buy |
294,516
+48,104
| +20% | +$1.03M | 0.2% | 126 |
|
2013
Q3 | $4.94M | Buy |
246,412
+29,588
| +14% | +$593K | 0.17% | 149 |
|
2013
Q2 | $4.42M | Buy |
+216,824
| New | +$4.42M | 0.17% | 152 |
|