RAM
Riggs Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
2,648
+205
| +8% | +$14.2K | 0.05% | 105 |
|
|
2025
Q1 | $173K | Sell |
2,443
-13
| -0.5% | -$922 | 0.05% | 110 |
|
|
2024
Q4 | $176K | Sell |
2,456
-736
| -23% | -$52.8K | 0.05% | 96 |
|
|
2024
Q3 | $270K | Buy |
3,192
+4
| +0.1% | +$338 | 0.07% | 89 |
|
|
2024
Q2 | $226K | Hold |
3,188
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $204K | Hold |
3,188
| – | – | 0.06% | 88 |
|
|
2023
Q4 | $194K | Hold |
3,188
| – | – | 0.06% | 93 |
|
|
2023
Q3 | $183K | Hold |
3,188
| – | – | 0.07% | 91 |
|
|
2023
Q2 | $237K | Sell |
3,188
-15
| -0.5% | -$1.11K | 0.08% | 90 |
|
|
2023
Q1 | $247K | Hold |
3,203
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $268K | Hold |
3,203
| – | – | 0.11% | 86 |
|
|
2022
Q3 | $251K | Buy |
3,203
+15
| +0.5% | +$1.18K | 0.1% | 86 |
|
|
2022
Q2 | $247K | Hold |
3,188
| – | – | 0.1% | 81 |
|
|
2022
Q1 | $270K | Hold |
3,188
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $298K | Sell |
3,188
-160
| -5% | -$15K | 0.08% | 86 |
|
|
2021
Q3 | $263K | Hold |
3,348
| – | – | 0.08% | 85 |
|
|
2021
Q2 | $245K | Hold |
3,348
| – | – | 0.07% | 91 |
|
|
2021
Q1 | $253K | Hold |
3,348
| – | – | 0.08% | 83 |
|
|
2020
Q4 | $258K | Buy |
+3,348
| New | +$258K | 0.08% | 77 |
|
|
2020
Q3 | – | Sell |
-837
| Closed | -$201K | – | 219 |
|
|
2020
Q2 | $201K | Hold |
837
| – | – | 0.08% | 55 |
|
|
2020
Q1 | $201K | Hold |
837
| – | – | 0.13% | 48 |
|
|
2019
Q4 | $203K | Hold |
837
| – | – | 0.08% | 61 |
|
|
2019
Q3 | $195K | Hold |
837
| – | – | 0.1% | 57 |
|
|
2019
Q2 | $171K | Hold |
837
| – | – | 0.1% | 62 |
|
|
2019
Q1 | $161K | Hold |
837
| – | – | 0.11% | 61 |
|
|
2018
Q4 | $145K | Hold |
837
| – | – | 0.11% | 61 |
|
|
2018
Q3 | $140K | Hold |
837
| – | – | 0.07% | 65 |
|
|
2018
Q2 | $140K | Hold |
837
| – | – | 0.06% | 68 |
|
|
2018
Q1 | $137K | Sell |
837
-100
| -11% | -$16.4K | 0.06% | 72 |
|
|
2017
Q4 | $146K | Hold |
937
| – | – | 0.06% | 79 |
|
|
2017
Q3 | $137K | Hold |
937
| – | – | 0.06% | 74 |
|
|
2017
Q2 | $131K | Hold |
937
| – | – | 0.06% | 75 |
|
|
2017
Q1 | $120K | Hold |
937
| – | – | 0.06% | 76 |
|
|
2016
Q4 | $112K | Hold |
937
| – | – | 0.06% | 82 |
|
|
2016
Q3 | $115K | Sell |
937
-11
| -1% | -$1.35K | 0.06% | 77 |
|
|
2016
Q2 | $124K | Buy |
948
+750
| +379% | +$98.1K | 0.07% | 77 |
|
|
2016
Q1 | $23K | Sell |
198
-1,000
| -83% | -$116K | 0.02% | 137 |
|
|
2015
Q4 | $124K | Hold |
1,198
| – | – | 0.06% | 66 |
|
|
2015
Q3 | $117K | Hold |
1,198
| – | – | 0.07% | 60 |
|
|
2015
Q2 | $117K | Hold |
1,198
| – | – | 0.06% | 67 |
|
|
2015
Q1 | $125K | Sell |
1,198
-500
| -29% | -$52.2K | 0.06% | 67 |
|
|
2014
Q4 | $180K | Sell |
1,698
-15
| -0.9% | -$1.59K | 0.09% | 60 |
|
|
2014
Q3 | $161K | Buy |
+1,713
| New | +$161K | 0.09% | 57 |
|