Rational 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 | $803K | Sell |
11,573
-37,700
| -77% | -$2.62M | 0.08% | 87 |
|
|
2025
Q1 | $3.49M | Buy |
49,273
+40,751
| +478% | +$2.89M | 0.35% | 48 |
|
|
2024
Q4 | $611K | Buy |
8,522
+8,010
| +1,564% | +$574K | 0.06% | 86 |
|
|
2024
Q3 | $43.3K | Sell |
512
-2,773
| -84% | -$234K | ﹤0.01% | 135 |
|
|
2024
Q2 | $233K | Buy |
3,285
+1,352
| +70% | +$95.7K | 0.02% | 106 |
|
|
2024
Q1 | $124K | Sell |
1,933
-228
| -11% | -$14.6K | 0.01% | 116 |
|
|
2023
Q4 | $131K | Sell |
2,161
-2,843
| -57% | -$173K | 0.01% | 110 |
|
|
2023
Q3 | $292K | Sell |
5,004
-1,024
| -17% | -$59.7K | 0.03% | 97 |
|
|
2023
Q2 | $447K | Buy |
6,028
+5,730
| +1,923% | +$425K | 0.04% | 98 |
|
|
2023
Q1 | $23K | Hold |
298
| – | – | ﹤0.01% | 187 |
|
|
2022
Q4 | $24.9K | Hold |
298
| – | – | ﹤0.01% | 162 |
|
|
2022
Q3 | $23K | Buy |
298
+1
| +0.3% | +$77 | ﹤0.01% | 163 |
|
|
2022
Q2 | $23K | Sell |
297
-65,145
| -100% | -$5.04M | ﹤0.01% | 168 |
|
|
2022
Q1 | $5.54M | Buy |
+65,442
| New | +$5.54M | 0.33% | 25 |
|
|
2020
Q4 | – | Sell |
-436
| Closed | -$30K | – | 475 |
|
|
2020
Q3 | $30K | Sell |
436
-400
| -48% | -$27.5K | 0.01% | 207 |
|
|
2020
Q2 | $50K | Sell |
836
-12,304
| -94% | -$736K | 0.03% | 189 |
|
|
2020
Q1 | $790K | Sell |
13,140
-12,236
| -48% | -$736K | 0.58% | 53 |
|
|
2019
Q4 | $1.54M | Buy |
25,376
+2,164
| +9% | +$131K | 0.72% | 40 |
|
|
2019
Q3 | $1.35M | Sell |
23,212
-6,516
| -22% | -$380K | 0.52% | 56 |
|
|
2019
Q2 | $1.52M | Sell |
29,728
-18,492
| -38% | -$947K | 0.54% | 53 |
|
|
2019
Q1 | $2.33M | Buy |
48,220
+45,320
| +1,563% | +$2.19M | 0.63% | 52 |
|
|
2018
Q4 | $126K | Buy |
2,900
+1,556
| +116% | +$67.6K | 0.04% | 224 |
|
|
2018
Q3 | $56K | Sell |
1,344
-620
| -32% | -$25.8K | 0.01% | 283 |
|
|
2018
Q2 | $82K | Buy |
1,964
+1,764
| +882% | +$73.7K | 0.04% | 244 |
|
|
2018
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 393 |
|
|
2017
Q3 | – | Sell |
-31,516
| Closed | -$1.1M | – | 365 |
|
|
2017
Q2 | $1.1M | Buy |
31,516
+19,460
| +161% | +$682K | 0.69% | 43 |
|
|
2017
Q1 | $387K | Buy |
12,056
+2,208
| +22% | +$70.9K | 0.25% | 101 |
|
|
2016
Q4 | $292K | Buy |
9,848
+4,440
| +82% | +$132K | 0.28% | 82 |
|
|
2016
Q3 | $165K | Buy |
+5,408
| New | +$165K | 0.11% | 144 |
|
|
2016
Q2 | – | Sell |
-15,000
| Closed | -$444K | – | 242 |
|
|
2016
Q1 | $444K | Buy |
+15,000
| New | +$444K | 0.29% | 105 |
|
|
2015
Q3 | $93K | Hold |
3,808
| – | – | 0.04% | 219 |
|
|
2015
Q2 | $93K | Sell |
3,808
-6,016
| -61% | -$147K | 0.03% | 220 |
|
|
2015
Q1 | $256K | Sell |
9,824
-1,356
| -12% | -$35.3K | 0.06% | 174 |
|
|
2014
Q4 | $297K | Buy |
+11,180
| New | +$297K | 0.06% | 198 |
|
|
2013
Q4 | $403K | Sell |
18,848
-1,008
| -5% | -$21.6K | 0.03% | 376 |
|
|
2013
Q3 | $398K | Buy |
19,856
+932
| +5% | +$18.7K | 0.03% | 410 |
|
|
2013
Q2 | $385K | Buy |
+18,924
| New | +$385K | 0.03% | 418 |
|