Richard C. Young & Co’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 | $6.8M | Buy |
97,916
+2,341
| +2% | +$163K | 0.67% | 54 |
|
|
2025
Q1 | $6.78M | Buy |
95,575
+955
| +1% | +$67.7K | 0.73% | 53 |
|
|
2024
Q4 | $6.78M | Buy |
94,620
+3,483
| +4% | +$250K | 0.74% | 53 |
|
|
2024
Q3 | $7.7M | Buy |
91,137
+74,375
| +444% | +$6.29M | 0.84% | 54 |
|
|
2024
Q2 | $1.19M | Buy |
+16,762
| New | +$1.19M | 0.14% | 64 |
|
|
2014
Q4 | – | Sell |
-15,812
| Closed | -$371K | – | 80 |
|
|
2014
Q3 | $371K | Sell |
15,812
-195,868
| -93% | -$4.6M | 0.08% | 65 |
|
|
2014
Q2 | $5.42M | Sell |
211,680
-175,048
| -45% | -$4.48M | 1.1% | 41 |
|
|
2014
Q1 | $9.25M | Sell |
386,728
-9,868
| -2% | -$236K | 1.96% | 15 |
|
|
2013
Q4 | $8.49M | Buy |
396,596
+728
| +0.2% | +$15.6K | 1.84% | 22 |
|
|
2013
Q3 | $7.93M | Sell |
395,868
-118,868
| -23% | -$2.38M | 1.8% | 23 |
|
|
2013
Q2 | $10.5M | Buy |
+514,736
| New | +$10.5M | 2.61% | 5 |
|