Ritholtz Wealth Management’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 | $2.43M | Buy |
35,039
+3,255
| +10% | +$226K | 0.05% | 245 |
|
|
2025
Q1 | $2.25M | Buy |
31,784
+818
| +3% | +$58K | 0.07% | 226 |
|
|
2024
Q4 | $2.22M | Buy |
30,966
+1,413
| +5% | +$101K | 0.07% | 210 |
|
|
2024
Q3 | $2.5M | Buy |
29,553
+3,126
| +12% | +$264K | 0.08% | 184 |
|
|
2024
Q2 | $1.87M | Buy |
26,427
+6,416
| +32% | +$454K | 0.06% | 215 |
|
|
2024
Q1 | $1.28M | Sell |
20,011
-214
| -1% | -$13.7K | 0.04% | 296 |
|
|
2023
Q4 | $1.23M | Sell |
20,225
-535
| -3% | -$32.5K | 0.05% | 264 |
|
|
2023
Q3 | $1.19M | Buy |
20,760
+7,965
| +62% | +$456K | 0.05% | 236 |
|
|
2023
Q2 | $949K | Sell |
12,795
-317
| -2% | -$23.5K | 0.04% | 286 |
|
|
2023
Q1 | $1.01M | Sell |
13,112
-3,092
| -19% | -$238K | 0.05% | 259 |
|
|
2022
Q4 | $1.35M | Sell |
16,204
-13,629
| -46% | -$1.14M | 0.08% | 182 |
|
|
2022
Q3 | $2.34M | Buy |
29,833
+14,263
| +92% | +$1.12M | 0.12% | 116 |
|
|
2022
Q2 | $1.21M | Buy |
15,570
+1,552
| +11% | +$120K | 0.08% | 154 |
|
|
2022
Q1 | $1.19M | Buy |
14,018
+1,608
| +13% | +$136K | 0.08% | 152 |
|
|
2021
Q4 | $1.16M | Buy |
12,410
+2,124
| +21% | +$198K | 0.07% | 142 |
|
|
2021
Q3 | $808K | Buy |
10,286
+3,200
| +45% | +$251K | 0.06% | 176 |
|
|
2021
Q2 | $519K | Buy |
7,086
+187
| +3% | +$13.7K | 0.04% | 245 |
|
|
2021
Q1 | $522K | Buy |
6,899
+1,200
| +21% | +$90.8K | 0.04% | 203 |
|
|
2020
Q4 | $440K | Buy |
5,699
+695
| +14% | +$53.7K | 0.04% | 184 |
|
|
2020
Q3 | $347K | Buy |
5,004
+500
| +11% | +$34.7K | 0.04% | 189 |
|
|
2020
Q2 | $270K | Sell |
4,504
-1,708
| -27% | -$102K | 0.03% | 192 |
|
|
2020
Q1 | $374K | Buy |
+6,212
| New | +$374K | 0.06% | 95 |
|