Peninsula Asset 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 | $4.52M | Buy |
65,130
+355
| +0.5% | +$24.6K | 2.39% | 17 |
|
|
2025
Q1 | $4.59M | Sell |
64,775
-790
| -1% | -$56K | 2.55% | 16 |
|
|
2024
Q4 | $4.7M | Sell |
65,565
-1,275
| -2% | -$91.4K | 2.5% | 16 |
|
|
2024
Q3 | $5.65M | Sell |
66,840
-275
| -0.4% | -$23.2K | 2.85% | 13 |
|
|
2024
Q2 | $4.75M | Buy |
67,115
+1,715
| +3% | +$121K | 2.61% | 16 |
|
|
2024
Q1 | $4.18M | Buy |
65,400
+16,445
| +34% | +$1.05M | 2.24% | 20 |
|
|
2023
Q4 | $2.97M | Buy |
48,955
+715
| +1% | +$43.4K | 1.73% | 26 |
|
|
2023
Q3 | $2.76M | Sell |
48,240
-205
| -0.4% | -$11.7K | 1.74% | 29 |
|
|
2023
Q2 | $3.59M | Sell |
48,445
-935
| -2% | -$69.4K | 2.12% | 20 |
|
|
2023
Q1 | $3.81M | Sell |
49,380
-1,645
| -3% | -$127K | 2.38% | 17 |
|
|
2022
Q4 | $4.27M | Sell |
51,025
-2,490
| -5% | -$208K | 2.62% | 15 |
|
|
2022
Q3 | $4.2M | Buy |
53,515
+105
| +0.2% | +$8.23K | 2.68% | 12 |
|
|
2022
Q2 | $4.14M | Sell |
53,410
-1,685
| -3% | -$131K | 2.52% | 17 |
|
|
2022
Q1 | $4.67M | Buy |
55,095
+230
| +0.4% | +$19.5K | 2.36% | 16 |
|
|
2021
Q4 | $5.12M | Sell |
54,865
-1,667
| -3% | -$156K | 2.43% | 15 |
|
|
2021
Q3 | $4.44M | Buy |
56,532
+2,832
| +5% | +$222K | 2.28% | 18 |
|
|
2021
Q2 | $3.94M | Sell |
53,700
-42
| -0.1% | -$3.08K | 2.06% | 19 |
|
|
2021
Q1 | $4.06M | Buy |
53,742
+1,507
| +3% | +$114K | 2.26% | 16 |
|
|
2020
Q4 | $4.03M | Sell |
52,235
-65
| -0.1% | -$5.02K | 2.46% | 16 |
|
|
2020
Q3 | $3.63M | Sell |
52,300
-680
| -1% | -$47.2K | 2.43% | 16 |
|
|
2020
Q2 | $3.18M | Sell |
52,980
-1,152
| -2% | -$69.2K | 2.27% | 18 |
|
|
2020
Q1 | $3.26M | Buy |
54,132
+1,832
| +4% | +$110K | 2.68% | 15 |
|
|
2019
Q4 | $3.17M | Buy |
52,300
+400
| +0.8% | +$24.2K | 2.1% | 21 |
|
|
2019
Q3 | $3.02M | Buy |
51,900
+600
| +1% | +$34.9K | 2.07% | 20 |
|
|
2019
Q2 | $2.63M | Buy |
51,300
+800
| +2% | +$41K | 1.86% | 23 |
|
|
2019
Q1 | $2.44M | Buy |
50,500
+820
| +2% | +$39.6K | 1.76% | 24 |
|
|
2018
Q4 | $2.16M | Buy |
+49,680
| New | +$2.16M | 1.79% | 23 |
|