Rheos Capital Works’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 | – | Sell |
-265,000
| Closed | -$19M | – | 94 |
|
|
2024
Q4 | $19M | Sell |
265,000
-70,000
| -21% | -$5.02M | 1.05% | 35 |
|
|
2024
Q3 | $28.3M | Hold |
335,000
| – | – | 1.48% | 20 |
|
|
2024
Q2 | $23.7M | Hold |
335,000
| – | – | 1.24% | 23 |
|
|
2024
Q1 | $21.4M | Buy |
+335,000
| New | +$21.4M | 1.02% | 28 |
|
|
2023
Q4 | – | Sell |
-719,000
| Closed | -$41.2M | – | 111 |
|
|
2023
Q3 | $41.2M | Hold |
719,000
| – | – | 2.48% | 5 |
|
|
2023
Q2 | $53.4M | Hold |
719,000
| – | – | 2.87% | 6 |
|
|
2023
Q1 | $55.4M | Hold |
719,000
| – | – | 3.08% | 3 |
|
|
2022
Q4 | $60.1M | Buy |
719,000
+300,000
| +72% | +$25.1M | 3.61% | 2 |
|
|
2022
Q3 | $32.9M | Buy |
419,000
+300,000
| +252% | +$23.5M | 2.21% | 3 |
|
|
2022
Q2 | $9.22M | Hold |
119,000
| – | – | 0.69% | 62 |
|
|
2022
Q1 | $10.1M | Hold |
119,000
| – | – | 0.49% | 77 |
|
|
2021
Q4 | $11.1M | Hold |
119,000
| – | – | 0.49% | 69 |
|
|
2021
Q3 | $9.34M | Hold |
119,000
| – | – | 0.48% | 81 |
|
|
2021
Q2 | $8.72M | Buy |
+119,000
| New | +$8.72M | 0.44% | 79 |
|