Osborne Partners 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 | $733K | Sell |
10,560
-351
| -3% | -$24.4K | 0.04% | 155 |
|
|
2025
Q1 | $773K | Buy |
10,911
+315
| +3% | +$22.3K | 0.04% | 152 |
|
|
2024
Q4 | $760K | Sell |
10,596
-128
| -1% | -$9.18K | 0.04% | 152 |
|
|
2024
Q3 | $907K | Buy |
10,724
+128
| +1% | +$10.8K | 0.05% | 148 |
|
|
2024
Q2 | $750K | Buy |
10,596
+7,400
| +232% | +$524K | 0.04% | 148 |
|
|
2024
Q1 | $204K | Sell |
3,196
-368
| -10% | -$23.5K | 0.01% | 199 |
|
|
2023
Q4 | $216K | Hold |
3,564
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $204K | Buy |
3,564
+44
| +1% | +$2.52K | 0.02% | 193 |
|
|
2023
Q2 | $261K | Sell |
3,520
-223
| -6% | -$16.5K | 0.02% | 185 |
|
|
2023
Q1 | $289K | Buy |
3,743
+179
| +5% | +$13.8K | 0.02% | 179 |
|
|
2022
Q4 | $298K | Sell |
3,564
-46
| -1% | -$3.85K | 0.02% | 176 |
|
|
2022
Q3 | $283K | Buy |
+3,610
| New | +$283K | 0.02% | 175 |
|
|
2022
Q2 | – | Sell |
-2,584
| Closed | -$219K | – | 215 |
|
|
2022
Q1 | $219K | Sell |
2,584
-1,569
| -38% | -$133K | 0.02% | 197 |
|
|
2021
Q4 | $388K | Buy |
4,153
+97
| +2% | +$9.06K | 0.03% | 165 |
|
|
2021
Q3 | $318K | Hold |
4,056
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $297K | Hold |
4,056
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $307K | Sell |
4,056
-7,184
| -64% | -$544K | 0.03% | 170 |
|
|
2020
Q4 | $867K | Buy |
11,240
+7,664
| +214% | +$591K | 0.11% | 123 |
|
|
2020
Q3 | $248K | Hold |
3,576
| – | – | 0.05% | 141 |
|
|
2020
Q2 | $215K | Hold |
3,576
| – | – | 0.05% | 146 |
|
|
2020
Q1 | $215K | Sell |
3,576
-1,400
| -28% | -$84.2K | 0.06% | 137 |
|
|
2019
Q4 | $301K | Hold |
4,976
| – | – | 0.06% | 133 |
|
|
2019
Q3 | $290K | Hold |
4,976
| – | – | 0.06% | 138 |
|
|
2019
Q2 | $255K | Hold |
4,976
| – | – | 0.05% | 148 |
|
|
2019
Q1 | $240K | Sell |
4,976
-9,400
| -65% | -$453K | 0.05% | 150 |
|
|
2018
Q4 | $625K | Buy |
14,376
+2,840
| +25% | +$123K | 0.09% | 128 |
|
|
2018
Q3 | $483K | Hold |
11,536
| – | – | 0.06% | 144 |
|
|
2018
Q2 | $482K | Buy |
11,536
+2,136
| +23% | +$89.2K | 0.07% | 143 |
|
|
2018
Q1 | $384K | Sell |
9,400
-600
| -6% | -$24.5K | 0.05% | 155 |
|
|
2017
Q4 | $390K | Hold |
10,000
| – | – | 0.05% | 154 |
|
|
2017
Q3 | $366K | Hold |
10,000
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $350K | Hold |
10,000
| – | – | 0.05% | 153 |
|
|
2017
Q1 | $321K | Hold |
10,000
| – | – | 0.05% | 153 |
|
|
2016
Q4 | $299K | Hold |
10,000
| – | – | 0.04% | 156 |
|
|
2016
Q3 | $306K | Sell |
10,000
-1,000
| -9% | -$30.6K | 0.05% | 147 |
|
|
2016
Q2 | $359K | Hold |
11,000
| – | – | 0.05% | 146 |
|
|
2016
Q1 | $325K | Hold |
11,000
| – | – | 0.05% | 150 |
|
|
2015
Q4 | $286K | Hold |
11,000
| – | – | 0.04% | 161 |
|
|
2015
Q3 | $268K | Hold |
11,000
| – | – | 0.04% | 161 |
|
|
2015
Q2 | $270K | Hold |
11,000
| – | – | 0.04% | 163 |
|
|
2015
Q1 | $286K | Hold |
11,000
| – | – | 0.04% | 161 |
|
|
2014
Q4 | $292K | Hold |
11,000
| – | – | 0.04% | 163 |
|
|
2014
Q3 | $258K | Hold |
11,000
| – | – | 0.03% | 163 |
|
|
2014
Q2 | $282K | Hold |
11,000
| – | – | 0.04% | 157 |
|
|
2014
Q1 | $263K | Hold |
11,000
| – | – | 0.03% | 165 |
|
|
2013
Q4 | $235K | Hold |
11,000
| – | – | 0.03% | 169 |
|
|
2013
Q3 | $220K | Hold |
11,000
| – | – | 0.03% | 166 |
|
|
2013
Q2 | $224K | Buy |
+11,000
| New | +$224K | 0.03% | 162 |
|