Perpetual Ltd’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 | $757K | Hold |
10,904
| – | – | 0.01% | 273 |
|
2025
Q1 | $773K | Hold |
10,904
| – | – | 0.01% | 270 |
|
2024
Q4 | $782K | Hold |
10,904
| – | – | 0.01% | 273 |
|
2024
Q3 | $922K | Hold |
10,904
| – | – | 0.01% | 267 |
|
2024
Q2 | $772K | Hold |
10,904
| – | – | 0.01% | 298 |
|
2024
Q1 | $696K | Hold |
10,904
| – | – | 0.01% | 319 |
|
2023
Q4 | $662K | Sell |
10,904
-4,593
| -30% | -$279K | 0.01% | 320 |
|
2023
Q3 | $888K | Buy |
15,497
+3,305
| +27% | +$189K | 0.01% | 292 |
|
2023
Q2 | $905K | Sell |
12,192
-87
| -0.7% | -$6.46K | 0.01% | 326 |
|
2023
Q1 | $946K | Buy |
+12,279
| New | +$946K | 0.01% | 335 |
|
2020
Q3 | $6.61M | Buy |
95,252
+11,628
| +14% | +$807K | 0.48% | 84 |
|
2020
Q2 | $5.02M | Buy |
83,624
+18,564
| +29% | +$1.11M | 0.47% | 63 |
|
2020
Q1 | $3.91M | Buy |
65,060
+53,456
| +461% | +$3.22M | 0.55% | 71 |
|
2019
Q4 | $701K | Hold |
11,604
| – | – | 0.1% | 89 |
|
2019
Q3 | $676K | Hold |
11,604
| – | – | 0.1% | 87 |
|
2019
Q2 | $594K | Sell |
11,604
-3,200
| -22% | -$164K | 0.09% | 88 |
|
2019
Q1 | $715K | Hold |
14,804
| – | – | 0.1% | 83 |
|
2018
Q4 | $639K | Hold |
14,804
| – | – | 0.1% | 85 |
|
2018
Q3 | $620K | Hold |
14,804
| – | – | 0.08% | 93 |
|
2018
Q2 | $619K | Buy |
14,804
+2,800
| +23% | +$117K | 0.08% | 95 |
|
2018
Q1 | $490K | Hold |
12,004
| – | – | 0.07% | 105 |
|
2017
Q4 | $470K | Sell |
12,004
-2,000
| -14% | -$78.3K | 0.06% | 113 |
|
2017
Q3 | $522K | Hold |
14,004
| – | – | 0.07% | 100 |
|
2017
Q2 | $491K | Hold |
14,004
| – | – | 0.04% | 201 |
|
2017
Q1 | $454K | Hold |
14,004
| – | – | 0.05% | 138 |
|
2016
Q4 | $418K | Buy |
14,004
+2,400
| +21% | +$71.6K | 0.06% | 88 |
|
2016
Q3 | $355K | Sell |
11,604
-13,740
| -54% | -$420K | 0.03% | 209 |
|
2016
Q2 | $826K | Buy |
25,344
+2,400
| +10% | +$78.2K | 0.08% | 140 |
|
2016
Q1 | $679K | Sell |
22,944
-1,200
| -5% | -$35.5K | 0.07% | 144 |
|
2015
Q4 | $627K | Buy |
24,144
+4,000
| +20% | +$104K | 0.07% | 138 |
|
2015
Q3 | $491K | Hold |
20,144
| – | – | 0.06% | 141 |
|
2015
Q2 | $494K | Buy |
20,144
+400
| +2% | +$9.81K | 0.06% | 149 |
|
2015
Q1 | $514K | Hold |
19,744
| – | – | 0.06% | 147 |
|
2014
Q4 | $525K | Buy |
19,744
+10,404
| +111% | +$277K | 0.06% | 172 |
|
2014
Q3 | $219K | Sell |
9,340
-8,804
| -49% | -$206K | 0.02% | 189 |
|
2014
Q2 | $465K | Buy |
18,144
+9,340
| +106% | +$239K | 0.04% | 175 |
|
2014
Q1 | $210K | Buy |
+8,804
| New | +$210K | 0.03% | 181 |
|