Rockbridge Investment 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 | $428K | Sell |
6,170
-60
| -1% | -$4.17K | 0.05% | 94 |
|
|
2025
Q1 | $442K | Sell |
6,230
-380
| -6% | -$26.9K | 0.05% | 90 |
|
|
2024
Q4 | $474K | Buy |
6,610
+1,500
| +29% | +$108K | 0.06% | 88 |
|
|
2024
Q3 | $432K | Sell |
5,110
-24
| -0.5% | -$2.03K | 0.06% | 90 |
|
|
2024
Q2 | $364K | Buy |
5,134
+72
| +1% | +$5.1K | 0.05% | 92 |
|
|
2024
Q1 | $324K | Hold |
5,062
| – | – | 0.05% | 96 |
|
|
2023
Q4 | $307K | Sell |
5,062
-125
| -2% | -$7.59K | 0.05% | 91 |
|
|
2023
Q3 | $297K | Buy |
5,187
+112
| +2% | +$6.42K | 0.05% | 88 |
|
|
2023
Q2 | $377K | Hold |
5,075
| – | – | 0.07% | 80 |
|
|
2023
Q1 | $391K | Hold |
5,075
| – | – | 0.07% | 79 |
|
|
2022
Q4 | $424K | Hold |
5,075
| – | – | 0.09% | 76 |
|
|
2022
Q3 | $398K | Buy |
5,075
+36
| +0.7% | +$2.82K | 0.09% | 71 |
|
|
2022
Q2 | $390K | Sell |
5,039
-112
| -2% | -$8.68K | 0.08% | 68 |
|
|
2022
Q1 | $442K | Hold |
5,151
| – | – | 0.07% | 103 |
|
|
2021
Q4 | $481K | Sell |
5,151
-1
| -0% | -$93 | 0.07% | 110 |
|
|
2021
Q3 | $405K | Sell |
5,152
-141
| -3% | -$11.1K | 0.07% | 105 |
|
|
2021
Q2 | $388K | Hold |
5,293
| – | – | 0.07% | 107 |
|
|
2021
Q1 | $400K | Sell |
5,293
-37
| -0.7% | -$2.8K | 0.08% | 104 |
|
|
2020
Q4 | $411K | Buy |
5,330
+246
| +5% | +$19K | 0.08% | 101 |
|
|
2020
Q3 | $353K | Hold |
5,084
| – | – | 0.08% | 101 |
|
|
2020
Q2 | $305K | Buy |
+5,084
| New | +$305K | 0.08% | 101 |
|