Orleans Capital Management’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 | $3.3M | Buy |
47,566
+795
| +2% | +$55.2K | 1.75% | 16 |
|
|
2025
Q1 | $3.32M | Buy |
46,771
+203
| +0.4% | +$14.4K | 1.95% | 16 |
|
|
2024
Q4 | $3.28M | Buy |
46,568
+100
| +0.2% | +$7.03K | 1.83% | 17 |
|
|
2024
Q3 | $3.93M | Buy |
46,468
+480
| +1% | +$40.6K | 2.23% | 12 |
|
|
2024
Q2 | $3.26M | Buy |
45,988
+400
| +0.9% | +$28.3K | 2.07% | 13 |
|
|
2024
Q1 | $2.91M | Buy |
45,588
+4,090
| +10% | +$261K | 1.91% | 18 |
|
|
2023
Q4 | $2.52M | Buy |
41,498
+1,408
| +4% | +$85.5K | 1.69% | 22 |
|
|
2023
Q3 | $2.3M | Sell |
40,090
-1,630
| -4% | -$93.4K | 1.71% | 22 |
|
|
2023
Q2 | $3.1M | Sell |
41,720
-285
| -0.7% | -$21.1K | 2.2% | 14 |
|
|
2023
Q1 | $3.24M | Hold |
42,005
| – | – | 2.39% | 13 |
|
|
2022
Q4 | $3.51M | Sell |
42,005
-287
| -0.7% | -$24K | 2.69% | 10 |
|
|
2022
Q3 | $3.32M | Buy |
42,292
+1,521
| +4% | +$119K | 2.77% | 9 |
|
|
2022
Q2 | $3.16M | Sell |
40,771
-10,910
| -21% | -$845K | 2.36% | 14 |
|
|
2022
Q1 | $4.38M | Buy |
51,681
+866
| +2% | +$73.4K | 2.72% | 9 |
|
|
2021
Q4 | $4.74M | Buy |
50,815
+333
| +0.7% | +$31.1K | 2.69% | 9 |
|
|
2021
Q3 | $3.96M | Sell |
50,482
-2,420
| -5% | -$190K | 2.53% | 10 |
|
|
2021
Q2 | $3.88M | Sell |
52,902
-3,020
| -5% | -$221K | 2.48% | 10 |
|
|
2021
Q1 | $4.23M | Sell |
55,922
-90
| -0.2% | -$6.8K | 2.87% | 7 |
|
|
2020
Q4 | $4.32M | Sell |
56,012
-4,300
| -7% | -$332K | 3.11% | 7 |
|
|
2020
Q3 | $4.19M | Sell |
60,312
-280
| -0.5% | -$19.4K | 3.19% | 7 |
|
|
2020
Q2 | $3.64M | Buy |
60,592
+43,312
| +251% | +$2.6M | 2.97% | 5 |
|
|
2020
Q1 | $1.04M | Sell |
17,280
-49,912
| -74% | -$3M | 5.82% | 5 |
|
|
2019
Q4 | $4.07M | Buy |
67,192
+100
| +0.1% | +$6.05K | 2.85% | 6 |
|
|
2019
Q3 | $3.91M | Hold |
67,092
| – | – | 2.89% | 6 |
|
|
2019
Q2 | $3.44M | Sell |
67,092
-1,200
| -2% | -$61.5K | 2.59% | 7 |
|
|
2019
Q1 | $3.3M | Hold |
68,292
| – | – | 2.53% | 8 |
|
|
2018
Q4 | $2.97M | Buy |
68,292
+1,460
| +2% | +$63.5K | 2.77% | 9 |
|
|
2018
Q3 | $2.8M | Buy |
66,832
+5,200
| +8% | +$218K | 1.92% | 18 |
|
|
2018
Q2 | $2.57M | Buy |
61,632
+1,960
| +3% | +$81.9K | 1.86% | 21 |
|
|
2018
Q1 | $2.44M | Buy |
59,672
+9,600
| +19% | +$392K | 1.79% | 23 |
|
|
2017
Q4 | $1.96M | Buy |
50,072
+37,960
| +313% | +$1.48M | 1.39% | 33 |
|
|
2017
Q3 | $444K | Buy |
12,112
+3,000
| +33% | +$110K | 0.33% | 63 |
|
|
2017
Q2 | $319K | Hold |
9,112
| – | – | 0.23% | 69 |
|
|
2017
Q1 | $292K | Hold |
9,112
| – | – | 0.2% | 74 |
|
|
2016
Q4 | $272K | Hold |
9,112
| – | – | 0.19% | 76 |
|
|
2016
Q3 | $279K | Hold |
9,112
| – | – | 0.19% | 76 |
|
|
2016
Q2 | $297K | Hold |
9,112
| – | – | 0.21% | 77 |
|
|
2016
Q1 | $270K | Buy |
9,112
+1,120
| +14% | +$33.2K | 0.2% | 77 |
|
|
2015
Q4 | $208K | Buy |
+7,992
| New | +$208K | 0.16% | 80 |
|
|
2015
Q2 | – | Sell |
-7,992
| Closed | -$208K | – | 91 |
|
|
2015
Q1 | $208K | Hold |
7,992
| – | – | 0.14% | 90 |
|
|
2014
Q4 | $212K | Buy |
+7,992
| New | +$212K | 0.13% | 88 |
|
|
2014
Q3 | – | Sell |
-7,992
| Closed | -$205K | – | 103 |
|
|
2014
Q2 | $205K | Buy |
+7,992
| New | +$205K | 0.1% | 101 |
|
|
2013
Q3 | – | Sell |
-9,992
| Closed | -$204K | – | 100 |
|
|
2013
Q2 | $204K | Buy |
+9,992
| New | +$204K | 0.12% | 86 |
|