Robertson Stephens 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 | $1.68M | Hold |
24,156
| – | – | 0.05% | 207 |
|
|
2025
Q1 | $1.71M | Sell |
24,156
-1,877
| -7% | -$133K | 0.06% | 204 |
|
|
2024
Q4 | $1.87M | Buy |
26,033
+592
| +2% | +$42.4K | 0.07% | 203 |
|
|
2024
Q3 | $2.15M | Buy |
25,441
+3,953
| +18% | +$334K | 0.08% | 189 |
|
|
2024
Q2 | $1.52M | Buy |
21,488
+3,254
| +18% | +$230K | 0.08% | 169 |
|
|
2024
Q1 | $1.17M | Buy |
18,234
+343
| +2% | +$21.9K | 0.06% | 215 |
|
|
2023
Q4 | $1.09M | Buy |
17,891
+177
| +1% | +$10.8K | 0.07% | 210 |
|
|
2023
Q3 | $1.01M | Buy |
17,714
+1,211
| +7% | +$69.4K | 0.07% | 208 |
|
|
2023
Q2 | $1.22M | Sell |
16,503
-68
| -0.4% | -$5.05K | 0.09% | 171 |
|
|
2023
Q1 | $1.28M | Buy |
16,571
+1,972
| +14% | +$152K | 0.1% | 173 |
|
|
2022
Q4 | $1.22M | Buy |
14,599
+91
| +0.6% | +$7.61K | 0.12% | 158 |
|
|
2022
Q3 | $1.14M | Sell |
14,508
-47
| -0.3% | -$3.68K | 0.12% | 138 |
|
|
2022
Q2 | $1.13M | Sell |
14,555
-266
| -2% | -$20.6K | 0.11% | 148 |
|
|
2022
Q1 | $1.26M | Buy |
14,821
+1,729
| +13% | +$146K | 0.11% | 159 |
|
|
2021
Q4 | $1.22M | Buy |
13,092
+733
| +6% | +$68.4K | 0.1% | 161 |
|
|
2021
Q3 | $970K | Sell |
12,359
-4,177
| -25% | -$328K | 0.11% | 120 |
|
|
2021
Q2 | $1.21M | Buy |
16,536
+1,019
| +7% | +$74.6K | 0.15% | 104 |
|
|
2021
Q1 | $1.17M | Buy |
15,517
+1,741
| +13% | +$132K | 0.19% | 91 |
|
|
2020
Q4 | $1.06M | Buy |
13,776
+172
| +1% | +$13.3K | 0.22% | 84 |
|
|
2020
Q3 | $943K | Buy |
13,604
+1,600
| +13% | +$111K | 0.23% | 83 |
|
|
2020
Q2 | $720K | Sell |
12,004
-1,320
| -10% | -$79.2K | 0.21% | 88 |
|
|
2020
Q1 | $802K | Buy |
13,324
+6,132
| +85% | +$369K | 0.27% | 78 |
|
|
2019
Q4 | $435K | Sell |
7,192
-1,408
| -16% | -$85.2K | 0.22% | 73 |
|
|
2019
Q3 | $501K | Buy |
8,600
+2,600
| +43% | +$151K | 0.25% | 71 |
|
|
2019
Q2 | $307K | Sell |
6,000
-200
| -3% | -$10.2K | 0.3% | 56 |
|
|
2019
Q1 | $300K | Buy |
6,200
+200
| +3% | +$9.68K | 0.26% | 53 |
|
|
2018
Q4 | $261K | Buy |
+6,000
| New | +$261K | 0.26% | 49 |
|