Rice Partnership’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 | $1.48M | Buy |
21,374
+7,766
| +57% | +$539K | 0.26% | 54 |
|
|
2025
Q1 | $965K | Sell |
13,608
-55,463
| -80% | -$3.93M | 0.2% | 55 |
|
|
2024
Q4 | $4.95M | Buy |
69,071
+3,083
| +5% | +$221K | 0.94% | 32 |
|
|
2024
Q3 | $5.58M | Buy |
65,988
+544
| +0.8% | +$46K | 1.12% | 28 |
|
|
2024
Q2 | $4.63M | Buy |
65,444
+1,926
| +3% | +$136K | 1.01% | 29 |
|
|
2024
Q1 | $4.06M | Buy |
63,518
+5,301
| +9% | +$339K | 0.96% | 29 |
|
|
2023
Q4 | $3.54M | Sell |
58,217
-12,235
| -17% | -$743K | 0.92% | 29 |
|
|
2023
Q3 | $4.04M | Buy |
70,452
+814
| +1% | +$46.6K | 1.14% | 28 |
|
|
2023
Q2 | $5.17M | Buy |
69,638
+227
| +0.3% | +$16.8K | 1.42% | 22 |
|
|
2023
Q1 | $5.35M | Sell |
69,411
-310
| -0.4% | -$23.9K | 1.61% | 19 |
|
|
2022
Q4 | $5.83M | Sell |
69,721
-3,234
| -4% | -$270K | 1.84% | 17 |
|
|
2022
Q3 | $5.72M | Buy |
72,955
+4,398
| +6% | +$345K | 1.84% | 17 |
|
|
2022
Q2 | $5.31M | Sell |
68,557
-15,176
| -18% | -$1.18M | 1.86% | 17 |
|
|
2022
Q1 | $7.09M | Buy |
83,733
+2,163
| +3% | +$183K | 2.05% | 16 |
|
|
2021
Q4 | $7.62M | Buy |
81,570
+2,878
| +4% | +$269K | 2.17% | 17 |
|
|
2021
Q3 | $6.18M | Sell |
78,692
-250
| -0.3% | -$19.6K | 1.95% | 18 |
|
|
2021
Q2 | $5.79M | Buy |
78,942
+2,136
| +3% | +$157K | 1.82% | 19 |
|
|
2021
Q1 | $5.81M | Sell |
76,806
-2,355
| -3% | -$178K | 2.06% | 18 |
|
|
2020
Q4 | $6.11M | Sell |
79,161
-9,239
| -10% | -$713K | 2.28% | 16 |
|
|
2020
Q3 | $6.13M | Buy |
88,400
+4,956
| +6% | +$344K | 2.66% | 14 |
|
|
2020
Q2 | $5.01M | Buy |
83,444
+2,036
| +3% | +$122K | 2.57% | 15 |
|
|
2020
Q1 | $4.9M | Buy |
81,408
+3,660
| +5% | +$220K | 3.29% | 11 |
|
|
2019
Q4 | $4.71M | Sell |
77,748
-1,860
| -2% | -$113K | 2.56% | 14 |
|
|
2019
Q3 | $4.64M | Buy |
79,608
+11,204
| +16% | +$653K | 2.9% | 14 |
|
|
2019
Q2 | $3.5M | Buy |
68,404
+2,132
| +3% | +$109K | 2.36% | 17 |
|
|
2019
Q1 | $3.2M | Buy |
+66,272
| New | +$3.2M | 2.32% | 17 |
|