Pekin Hardy Strauss’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 | $775K | Hold |
11,169
| – | – | 0.09% | 199 |
|
|
2025
Q1 | $792K | Hold |
11,169
| – | – | 0.1% | 184 |
|
|
2024
Q4 | $801K | Hold |
11,169
| – | – | 0.1% | 185 |
|
|
2024
Q3 | $944K | Sell |
11,169
-30
| -0.3% | -$2.54K | 0.12% | 158 |
|
|
2024
Q2 | $793K | Buy |
11,199
+300
| +3% | +$21.2K | 0.11% | 162 |
|
|
2024
Q1 | $697K | Buy |
10,899
+630
| +6% | +$40.3K | 0.1% | 178 |
|
|
2023
Q4 | $624K | Hold |
10,269
| – | – | 0.09% | 173 |
|
|
2023
Q3 | $588K | Hold |
10,269
| – | – | 0.09% | 179 |
|
|
2023
Q2 | $762K | Hold |
10,269
| – | – | 0.08% | 157 |
|
|
2023
Q1 | $792K | Sell |
10,269
-126
| -1% | -$9.71K | 0.11% | 165 |
|
|
2022
Q4 | $869K | Buy |
10,395
+26
| +0.3% | +$2.17K | 0.12% | 161 |
|
|
2022
Q3 | $813K | Buy |
10,369
+122
| +1% | +$9.57K | 0.13% | 155 |
|
|
2022
Q2 | $794K | Hold |
10,247
| – | – | 0.11% | 169 |
|
|
2022
Q1 | $868K | Hold |
10,247
| – | – | 0.11% | 178 |
|
|
2021
Q4 | $957K | Hold |
10,247
| – | – | 0.13% | 168 |
|
|
2021
Q3 | $805K | Hold |
10,247
| – | – | 0.11% | 183 |
|
|
2021
Q2 | $751K | Sell |
10,247
-565
| -5% | -$41.4K | 0.1% | 184 |
|
|
2021
Q1 | $817K | Sell |
10,812
-500
| -4% | -$37.8K | 0.13% | 156 |
|
|
2020
Q4 | $873K | Buy |
11,312
+500
| +5% | +$38.6K | 0.15% | 131 |
|
|
2020
Q3 | $750K | Hold |
10,812
| – | – | 0.15% | 131 |
|
|
2020
Q2 | $649K | Sell |
10,812
-1,700
| -14% | -$102K | 0.14% | 128 |
|
|
2020
Q1 | $753K | Hold |
12,512
| – | – | 0.17% | 102 |
|
|
2019
Q4 | $757K | Hold |
12,512
| – | – | 0.12% | 115 |
|
|
2019
Q3 | $729K | Hold |
12,512
| – | – | 0.14% | 112 |
|
|
2019
Q2 | $641K | Hold |
12,512
| – | – | 0.13% | 116 |
|
|
2019
Q1 | $605K | Hold |
12,512
| – | – | 0.05% | 120 |
|
|
2018
Q4 | $544K | Hold |
12,512
| – | – | 0.09% | 117 |
|
|
2018
Q3 | $524K | Buy |
12,512
+92
| +0.7% | +$3.85K | 0.09% | 131 |
|
|
2018
Q2 | $519K | Hold |
12,420
| – | – | 0.1% | 125 |
|
|
2018
Q1 | $507K | Sell |
12,420
-1,280
| -9% | -$52.3K | 0.09% | 124 |
|
|
2017
Q4 | $535K | Hold |
13,700
| – | – | 0.1% | 116 |
|
|
2017
Q3 | $502K | Hold |
13,700
| – | – | 0.09% | 121 |
|
|
2017
Q2 | $480K | Hold |
13,700
| – | – | 0.08% | 117 |
|
|
2017
Q1 | $440K | Hold |
13,700
| – | – | 0.09% | 116 |
|
|
2016
Q4 | $409K | Hold |
13,700
| – | – | 0.04% | 118 |
|
|
2016
Q3 | $419K | Hold |
13,700
| – | – | 0.07% | 104 |
|
|
2016
Q2 | $447K | Sell |
13,700
-636
| -4% | -$20.8K | 0.1% | 101 |
|
|
2016
Q1 | $424K | Buy |
14,336
+636
| +5% | +$18.8K | 0.1% | 102 |
|
|
2015
Q4 | $356K | Hold |
13,700
| – | – | 0.08% | 115 |
|
|
2015
Q3 | $334K | Sell |
13,700
-2,400
| -15% | -$58.5K | 0.08% | 111 |
|
|
2015
Q2 | $395K | Hold |
16,100
| – | – | 0.08% | 103 |
|
|
2015
Q1 | $419K | Buy |
16,100
+1,280
| +9% | +$33.3K | 0.08% | 95 |
|
|
2014
Q4 | $394K | Buy |
14,820
+1,060
| +8% | +$28.2K | 0.06% | 167 |
|
|
2014
Q3 | $323K | Hold |
13,760
| – | – | 0.05% | 101 |
|
|
2014
Q2 | $353K | Hold |
13,760
| – | – | 0.06% | 98 |
|
|
2014
Q1 | $329K | Hold |
13,760
| – | – | 0.05% | 95 |
|
|
2013
Q4 | $295K | Sell |
13,760
-4,000
| -23% | -$85.8K | 0.05% | 102 |
|
|
2013
Q3 | $356K | Hold |
17,760
| – | – | 0.06% | 90 |
|
|
2013
Q2 | $362K | Buy |
+17,760
| New | +$362K | 0.06% | 90 |
|