Pacifica Partners’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 | $271K | Buy |
3,822
+328
| +9% | +$23.3K | 0.11% | 90 |
|
|
2025
Q1 | $252K | Buy |
3,494
+112
| +3% | +$8.08K | 0.12% | 89 |
|
|
2024
Q4 | $242K | Sell |
3,382
-150
| -4% | -$10.7K | 0.1% | 91 |
|
|
2024
Q3 | $299K | Sell |
3,532
-45
| -1% | -$3.8K | 0.12% | 89 |
|
|
2024
Q2 | $257K | Buy |
3,577
+52
| +1% | +$3.74K | 0.11% | 94 |
|
|
2024
Q1 | $221K | Sell |
3,525
-60
| -2% | -$3.75K | 0.1% | 100 |
|
|
2023
Q4 | $209K | Hold |
3,585
| – | – | 0.1% | 100 |
|
|
2023
Q3 | $177K | Buy |
3,585
+200
| +6% | +$9.89K | 0.1% | 102 |
|
|
2023
Q2 | $254K | Hold |
3,385
| – | – | 0.14% | 80 |
|
|
2023
Q1 | $266K | Buy |
3,385
+80
| +2% | +$6.29K | 0.16% | 79 |
|
|
2022
Q4 | $278K | Sell |
3,305
-30
| -0.9% | -$2.52K | 0.19% | 73 |
|
|
2022
Q3 | $271K | Hold |
3,335
| – | – | 0.2% | 71 |
|
|
2022
Q2 | $259K | Hold |
3,335
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $258K | Hold |
3,335
| – | – | 0.17% | 73 |
|
|
2021
Q4 | $289K | Buy |
3,335
+30
| +0.9% | +$2.6K | 0.19% | 74 |
|
|
2021
Q3 | $266K | Hold |
3,305
| – | – | 0.19% | 74 |
|
|
2021
Q2 | $243K | Buy |
3,305
+2,945
| +818% | +$217K | 0.18% | 76 |
|
|
2021
Q1 | $27K | Buy |
360
+100
| +38% | +$7.5K | 0.02% | 175 |
|
|
2020
Q4 | $19K | Buy |
260
+220
| +550% | +$16.1K | 0.02% | 192 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 333 |
|