Opus Capital Group’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 | $434K | Sell |
6,253
-500
| -7% | -$34.7K | 0.05% | 82 |
|
|
2025
Q1 | $479K | Sell |
6,753
-321
| -5% | -$22.8K | 0.06% | 78 |
|
|
2024
Q4 | $507K | Sell |
7,074
-1,265
| -15% | -$90.7K | 0.06% | 73 |
|
|
2024
Q3 | $705K | Sell |
8,339
-20
| -0.2% | -$1.69K | 0.09% | 62 |
|
|
2024
Q2 | $592K | Buy |
8,359
+763
| +10% | +$54K | 0.08% | 68 |
|
|
2024
Q1 | $485K | Sell |
7,596
-903
| -11% | -$57.7K | 0.07% | 77 |
|
|
2023
Q4 | $516K | Buy |
8,499
+430
| +5% | +$26.1K | 0.08% | 70 |
|
|
2023
Q3 | $462K | Sell |
8,069
-758
| -9% | -$43.4K | 0.08% | 72 |
|
|
2023
Q2 | $655K | Sell |
8,827
-112
| -1% | -$8.31K | 0.11% | 64 |
|
|
2023
Q1 | $689K | Sell |
8,939
-209
| -2% | -$16.1K | 0.13% | 59 |
|
|
2022
Q4 | $765K | Sell |
9,148
-543
| -6% | -$45.4K | 0.15% | 56 |
|
|
2022
Q3 | $760K | Hold |
9,691
| – | – | 0.16% | 44 |
|
|
2022
Q2 | $751K | Sell |
9,691
-1,116
| -10% | -$86.5K | 0.15% | 50 |
|
|
2022
Q1 | $915K | Sell |
10,807
-142
| -1% | -$12K | 0.18% | 48 |
|
|
2021
Q4 | $1.02M | Hold |
10,949
| – | – | 0.21% | 40 |
|
|
2021
Q3 | $860K | Sell |
10,949
-4,465
| -29% | -$351K | 0.19% | 43 |
|
|
2021
Q2 | $1.13M | Sell |
15,414
-921
| -6% | -$67.5K | 0.26% | 39 |
|
|
2021
Q1 | $1.24M | Sell |
16,335
-6,379
| -28% | -$482K | 0.3% | 35 |
|
|
2020
Q4 | $1.75M | Sell |
22,714
-70
| -0.3% | -$5.4K | 0.45% | 29 |
|
|
2020
Q3 | $1.58M | Sell |
22,784
-3,348
| -13% | -$232K | 0.46% | 28 |
|
|
2020
Q2 | $1.57M | Sell |
26,132
-268
| -1% | -$16.1K | 0.48% | 28 |
|
|
2020
Q1 | $1.59M | Sell |
26,400
-2,408
| -8% | -$145K | 0.56% | 25 |
|
|
2019
Q4 | $1.74M | Sell |
28,808
-3,904
| -12% | -$236K | 0.51% | 22 |
|
|
2019
Q3 | $1.91M | Buy |
32,712
+32
| +0.1% | +$1.86K | 0.59% | 21 |
|
|
2019
Q2 | $1.67M | Buy |
32,680
+4,696
| +17% | +$241K | 0.5% | 23 |
|
|
2019
Q1 | $1.35M | Sell |
27,984
-80
| -0.3% | -$3.87K | 0.36% | 25 |
|
|
2018
Q4 | $1.22M | Sell |
28,064
-60
| -0.2% | -$2.61K | 0.25% | 93 |
|
|
2018
Q3 | $1.18M | Sell |
28,124
-3,460
| -11% | -$145K | 0.26% | 99 |
|
|
2018
Q2 | $1.32M | Sell |
31,584
-40
| -0.1% | -$1.67K | 0.32% | 96 |
|
|
2018
Q1 | $1.29M | Hold |
31,624
| – | – | 0.32% | 93 |
|
|
2017
Q4 | $1.23M | Hold |
31,624
| – | – | 0.27% | 101 |
|
|
2017
Q3 | $1.16M | Sell |
31,624
-2,360
| -7% | -$86.5K | 0.26% | 98 |
|
|
2017
Q2 | $1.19M | Sell |
33,984
-4,540
| -12% | -$159K | 0.23% | 92 |
|
|
2017
Q1 | $1.24M | Buy |
38,524
+4,180
| +12% | +$134K | 0.16% | 95 |
|
|
2016
Q4 | $1.03M | Sell |
34,344
-1,520
| -4% | -$45.4K | 0.15% | 90 |
|
|
2016
Q3 | $1.1M | Sell |
35,864
-820
| -2% | -$25.1K | 0.23% | 90 |
|
|
2016
Q2 | $1.2M | Sell |
36,684
-2,480
| -6% | -$80.9K | 0.27% | 84 |
|
|
2016
Q1 | $1.16M | Buy |
39,164
+2,120
| +6% | +$62.7K | 0.26% | 94 |
|
|
2015
Q4 | $962K | Sell |
37,044
-2,400
| -6% | -$62.3K | 0.16% | 119 |
|
|
2015
Q3 | $962K | Buy |
39,444
+200
| +0.5% | +$4.88K | 0.16% | 120 |
|
|
2015
Q2 | $962K | Sell |
39,244
-1,880
| -5% | -$46.1K | 0.15% | 124 |
|
|
2015
Q1 | $1.07M | Buy |
41,124
+7,200
| +21% | +$187K | 0.17% | 119 |
|
|
2014
Q4 | $901K | Buy |
33,924
+6,348
| +23% | +$169K | 0.13% | 126 |
|
|
2014
Q3 | $647K | Buy |
27,576
+320
| +1% | +$7.51K | 0.09% | 156 |
|
|
2014
Q2 | $698K | Hold |
27,256
| – | – | 0.05% | 138 |
|
|
2014
Q1 | $652K | Buy |
27,256
+9,960
| +58% | +$238K | 0.05% | 131 |
|
|
2013
Q4 | $370K | Buy |
17,296
+2,500
| +17% | +$53.5K | 0.02% | 157 |
|
|
2013
Q3 | $296K | Buy |
14,796
+356
| +2% | +$7.12K | 0.02% | 130 |
|
|
2013
Q2 | $294K | Buy |
+14,440
| New | +$294K | 0.02% | 124 |
|