Rappaport Reiches 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
Q1 | $380K | Buy |
5,365
+286
| +6% | +$20.3K | 0.1% | 75 |
|
2024
Q4 | $364K | Sell |
5,079
-139
| -3% | -$9.97K | 0.09% | 71 |
|
2024
Q3 | $441K | Buy |
5,218
+10
| +0.2% | +$845 | 0.12% | 66 |
|
2024
Q2 | $369K | Buy |
5,208
+923
| +22% | +$65.4K | 0.11% | 69 |
|
2024
Q1 | $274K | Buy |
4,285
+311
| +8% | +$19.9K | 0.09% | 83 |
|
2023
Q4 | $241K | Buy |
3,974
+81
| +2% | +$4.92K | 0.09% | 71 |
|
2023
Q3 | $223K | Hold |
3,893
| – | – | 0.09% | 67 |
|
2023
Q2 | $289K | Hold |
3,893
| – | – | 0.12% | 62 |
|
2023
Q1 | $300K | Hold |
3,893
| – | – | 0.13% | 60 |
|
2022
Q4 | $325K | Hold |
3,893
| – | – | 0.16% | 54 |
|
2022
Q3 | $305K | Sell |
3,893
-14
| -0.4% | -$1.1K | 0.16% | 55 |
|
2022
Q2 | $303K | Buy |
3,907
+749
| +24% | +$58K | 0.15% | 55 |
|
2022
Q1 | $268K | Buy |
3,158
+266
| +9% | +$22.5K | 0.14% | 67 |
|
2021
Q4 | $270K | Hold |
2,892
| – | – | 0.23% | 50 |
|
2021
Q3 | $227K | Sell |
2,892
-152
| -5% | -$11.9K | 0.22% | 52 |
|
2021
Q2 | $223K | Buy |
+3,044
| New | +$223K | 0.23% | 51 |
|