Ranch Capital 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 | $1.17M | Buy |
16,831
+264
| +2% | +$18.3K | 0.51% | 56 |
|
|
2025
Q1 | $1.17M | Sell |
16,567
-106
| -0.6% | -$7.52K | 0.56% | 55 |
|
|
2024
Q4 | $1.2M | Buy |
16,673
+588
| +4% | +$42.2K | 0.56% | 53 |
|
|
2024
Q3 | $1.36M | Buy |
16,085
+293
| +2% | +$24.8K | 0.64% | 53 |
|
|
2024
Q2 | $1.12M | Buy |
15,792
+1,743
| +12% | +$123K | 0.58% | 53 |
|
|
2024
Q1 | $898K | Buy |
14,049
+5,297
| +61% | +$339K | 0.49% | 61 |
|
|
2023
Q4 | $532K | Buy |
8,752
+241
| +3% | +$14.6K | 0.33% | 86 |
|
|
2023
Q3 | $488K | Buy |
8,511
+243
| +3% | +$13.9K | 0.34% | 87 |
|
|
2023
Q2 | $614K | Sell |
8,268
-113
| -1% | -$8.39K | 0.43% | 71 |
|
|
2023
Q1 | $646K | Buy |
8,381
+2,659
| +46% | +$205K | 0.47% | 68 |
|
|
2022
Q4 | $478K | Buy |
5,722
+640
| +13% | +$53.5K | 0.37% | 82 |
|
|
2022
Q3 | $398K | Hold |
5,082
| – | – | 0.33% | 95 |
|
|
2022
Q2 | $394K | Hold |
5,082
| – | – | 0.3% | 95 |
|
|
2022
Q1 | $430K | Hold |
5,082
| – | – | 0.28% | 100 |
|
|
2021
Q4 | $474K | Hold |
5,082
| – | – | 0.31% | 97 |
|
|
2021
Q3 | $399K | Buy |
+5,082
| New | +$399K | 0.25% | 105 |
|
|
2021
Q2 | – | Sell |
-5,082
| Closed | -$384K | – | 117 |
|
|
2021
Q1 | $384K | Sell |
5,082
-132
| -3% | -$9.97K | 0.25% | 103 |
|
|
2020
Q4 | $402K | Sell |
5,214
-7,230
| -58% | -$557K | 0.29% | 94 |
|
|
2020
Q3 | $863K | Sell |
12,444
-3,584
| -22% | -$249K | 0.69% | 34 |
|
|
2020
Q2 | $1.14M | Buy |
16,028
+300
| +2% | +$21.3K | 0.89% | 17 |
|
|
2020
Q1 | $946K | Buy |
15,728
+168
| +1% | +$10.1K | 0.94% | 19 |
|
|
2019
Q4 | $942K | Buy |
15,560
+1,640
| +12% | +$99.3K | 0.76% | 22 |
|
|
2019
Q3 | $811K | Buy |
+13,920
| New | +$811K | 0.87% | 26 |
|