Opus Investment Management’s NextEra Energy, Inc. NEE Stock Holding History

Opus Investment Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.11M	Hold	88,000	–	–	4.06%	7
2025 Q1	$6.24M	Hold	88,000	–	–	4.45%	7
2024 Q4	$6.31M	Hold	88,000	–	–	4.66%	6
2024 Q3	$7.44M	Hold	88,000	–	–	5.22%	5
2024 Q2	$6.23M	Hold	88,000	–	–	4.02%	5
2024 Q1	$5.62M	Hold	88,000	–	–	3.67%	4
2023 Q4	$5.35M	Buy	88,000 +18,000	+26%	+$1.09M	3.07%	8
2023 Q3	$4.01M	Hold	70,000	–	–	2.47%	17
2023 Q2	$5.19M	Hold	70,000	–	–	1.87%	14
2023 Q1	$5.4M	Hold	70,000	–	–	1.95%	10
2022 Q4	$5.85M	Sell	70,000 -42,000	-38%	-$3.51M	2.08%	10
2022 Q3	$8.78M	Sell	112,000 -8,000	-7%	-$627K	2.05%	2
2022 Q2	$9.3M	Sell	120,000 -10,000	-8%	-$775K	2.01%	3
2022 Q1	$11M	Hold	130,000	–	–	1.69%	5
2021 Q4	$12.1M	Hold	130,000	–	–	1.74%	4
2021 Q3	$10.2M	Hold	130,000	–	–	1.56%	6
2021 Q2	$9.53M	Hold	130,000	–	–	1.43%	6
2021 Q1	$9.83M	Hold	130,000	–	–	1.44%	8
2020 Q4	$10M	Hold	130,000	–	–	1.57%	7
2020 Q3	$9.02M	Hold	130,000	–	–	1.71%	6
2020 Q2	$7.81M	Hold	130,000	–	–	1.58%	6
2020 Q1	$7.82M	Hold	130,000	–	–	1.65%	5
2019 Q4	$7.87M	Hold	130,000	–	–	1.29%	5
2019 Q3	$7.57M	Sell	130,000 -10,000	-7%	-$582K	1.32%	7
2019 Q2	$7.17M	Hold	140,000	–	–	1.35%	8
2019 Q1	$6.77M	Hold	140,000	–	–	1.34%	8
2018 Q4	$6.08M	Hold	140,000	–	–	1.31%	6
2018 Q3	$5.87M	Hold	140,000	–	–	1.02%	21
2018 Q2	$5.85M	Hold	140,000	–	–	1.06%	17
2018 Q1	$5.72M	Hold	140,000	–	–	1.05%	17
2017 Q4	$5.47M	Hold	140,000	–	–	0.97%	34
2017 Q3	$5.13M	Hold	140,000	–	–	0.93%	40
2017 Q2	$4.91M	Hold	140,000	–	–	0.83%	41
2017 Q1	$4.49M	Hold	140,000	–	–	0.77%	49
2016 Q4	$4.18M	Buy	140,000 +20,000	+17%	+$597K	0.74%	53
2016 Q3	$3.67M	Hold	120,000	–	–	0.62%	54
2016 Q2	$3.91M	Sell	120,000 -8,000	-6%	-$261K	0.69%	51
2016 Q1	$3.79M	Buy	128,000 +16,000	+14%	+$473K	0.73%	46
2015 Q4	$2.91M	Hold	112,000	–	–	0.52%	63
2015 Q3	$2.73M	Hold	112,000	–	–	0.52%	64
2015 Q2	$2.75M	Sell	112,000 -8,000	-7%	-$196K	0.5%	69
2015 Q1	$3.12M	Sell	120,000 -8,000	-6%	-$208K	0.55%	60
2014 Q4	$3.4M	Hold	128,000	–	–	0.61%	54
2014 Q3	$3M	Hold	128,000	–	–	0.57%	56
2014 Q2	$3.28M	Hold	128,000	–	–	0.65%	51
2014 Q1	$3.06M	Hold	128,000	–	–	0.7%	55
2013 Q4	$2.74M	Sell	128,000 -67,200	-34%	-$1.44M	0.74%	41
2013 Q3	$3.91M	Sell	195,200 -40,000	-17%	-$802K	0.89%	35
2013 Q2	$4.79M	Buy	+235,200	New	+$4.79M	1.14%	12