Osborne Partners Capital Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $801K | Buy |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $867K | Buy |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $215K | Hold |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $301K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $625K | Buy |
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|
2018
Q3 | $483K | Hold |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $390K | Hold |
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|
2017
Q3 | $366K | Hold |
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|
2017
Q2 | $350K | Hold |
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|
2017
Q1 | $321K | Hold |
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|
2016
Q4 | $299K | Hold |
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|
2016
Q3 | $306K | Sell |
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|
2016
Q2 | $359K | Hold |
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|
2016
Q1 | $325K | Hold |
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|
2015
Q4 | $286K | Hold |
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|
2015
Q3 | $268K | Hold |
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|
2015
Q2 | $270K | Hold |
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|
2015
Q1 | $286K | Hold |
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|
2014
Q4 | $292K | Hold |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $282K | Hold |
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|
2014
Q1 | $263K | Hold |
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|
2013
Q4 | $235K | Hold |
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|
2013
Q3 | $220K | Hold |
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|
2013
Q2 | $224K | Buy |
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