Prudent Man Advisors’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 | $1.99M | Buy |
28,615
+4,234
| +17% | +$294K | 0.63% | 30 |
|
|
2025
Q1 | $1.73M | Buy |
24,381
+1,031
| +4% | +$73.1K | 0.63% | 29 |
|
|
2024
Q4 | $1.67M | Sell |
23,350
-1,579
| -6% | -$113K | 0.61% | 27 |
|
|
2024
Q3 | $2.11M | Buy |
24,929
+515
| +2% | +$43.5K | 0.7% | 23 |
|
|
2024
Q2 | $1.73M | Buy |
24,414
+980
| +4% | +$69.4K | 0.61% | 29 |
|
|
2024
Q1 | $1.5M | Sell |
23,434
-667
| -3% | -$42.6K | 0.56% | 33 |
|
|
2023
Q4 | $1.46M | Buy |
24,101
+3,574
| +17% | +$217K | 0.55% | 32 |
|
|
2023
Q3 | $1.18M | Sell |
20,527
-193
| -0.9% | -$11.1K | 0.47% | 43 |
|
|
2023
Q2 | $1.54M | Sell |
20,720
-245
| -1% | -$18.2K | 0.58% | 31 |
|
|
2023
Q1 | $1.62M | Sell |
20,965
-307
| -1% | -$23.7K | 0.63% | 24 |
|
|
2022
Q4 | $1.78M | Buy |
21,272
+2,272
| +12% | +$190K | 0.72% | 23 |
|
|
2022
Q3 | $1.49M | Buy |
19,000
+218
| +1% | +$17.1K | 0.71% | 20 |
|
|
2022
Q2 | $1.46M | Sell |
18,782
-225
| -1% | -$17.4K | 0.68% | 21 |
|
|
2022
Q1 | $1.61M | Sell |
19,007
-587
| -3% | -$49.7K | 0.65% | 24 |
|
|
2021
Q4 | $1.83M | Sell |
19,594
-1,876
| -9% | -$175K | 0.7% | 25 |
|
|
2021
Q3 | $1.69M | Sell |
21,470
-106
| -0.5% | -$8.32K | 0.64% | 28 |
|
|
2021
Q2 | $1.58M | Buy |
21,576
+401
| +2% | +$29.4K | 0.61% | 31 |
|
|
2021
Q1 | $1.6M | Buy |
21,175
+757
| +4% | +$57.2K | 0.67% | 26 |
|
|
2020
Q4 | $1.58M | Sell |
20,418
-254
| -1% | -$19.6K | 0.66% | 25 |
|
|
2020
Q3 | $1.43M | Sell |
20,672
-2,676
| -11% | -$186K | 0.76% | 22 |
|
|
2020
Q2 | $1.4M | Buy |
+23,348
| New | +$1.4M | 1.24% | 14 |
|