Pennsylvania 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 | $875K | Buy |
12,609
+94
| +0.8% | +$6.53K | 0.28% | 55 |
|
|
2025
Q1 | $887K | Sell |
12,515
-144
| -1% | -$10.2K | 0.33% | 42 |
|
|
2024
Q4 | $907K | Buy |
12,659
+1,371
| +12% | +$98.3K | 0.31% | 39 |
|
|
2024
Q3 | $954K | Buy |
11,288
+118
| +1% | +$9.98K | 0.34% | 36 |
|
|
2024
Q2 | $791K | Sell |
11,170
-190
| -2% | -$13.5K | 0.3% | 40 |
|
|
2024
Q1 | $726K | Buy |
11,360
+147
| +1% | +$9.4K | 0.3% | 47 |
|
|
2023
Q4 | $681K | Sell |
11,213
-668
| -6% | -$40.6K | 0.27% | 46 |
|
|
2023
Q3 | $681K | Buy |
11,881
+71
| +0.6% | +$4.07K | 0.28% | 45 |
|
|
2023
Q2 | $876K | Buy |
11,810
+2
| +0% | +$148 | 0.38% | 38 |
|
|
2023
Q1 | $910K | Sell |
11,808
-13
| -0.1% | -$1K | 0.44% | 36 |
|
|
2022
Q4 | $1M | Sell |
11,821
-366
| -3% | -$31.1K | 0.53% | 35 |
|
|
2022
Q3 | $956K | Hold |
12,187
| – | – | 0.53% | 26 |
|
|
2022
Q2 | $944K | Sell |
12,187
-18
| -0.1% | -$1.39K | 0.5% | 30 |
|
|
2022
Q1 | $1.03M | Hold |
12,205
| – | – | 0.44% | 31 |
|
|
2021
Q4 | $1.14M | Sell |
12,205
-258
| -2% | -$24.1K | 0.39% | 35 |
|
|
2021
Q3 | $1.05M | Sell |
12,463
-57
| -0.5% | -$4.81K | 0.47% | 29 |
|
|
2021
Q2 | $939K | Hold |
12,520
| – | – | 0.46% | 29 |
|
|
2021
Q1 | $947K | Hold |
12,520
| – | – | 0.56% | 28 |
|
|
2020
Q4 | $1.03M | Sell |
12,520
-4
| -0% | -$327 | 0.67% | 23 |
|
|
2020
Q3 | $901K | Buy |
+12,524
| New | +$901K | 0.71% | 23 |
|
|
2020
Q2 | – | Sell |
-12,568
| Closed | -$696K | – | 130 |
|
|
2020
Q1 | $696K | Hold |
12,568
| – | – | 0.9% | 20 |
|
|
2019
Q4 | $761K | Buy |
+12,568
| New | +$761K | 0.72% | 27 |
|