Roffman Miller Associates’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 | $1.04M | Buy |
15,021
+227
| +2% | +$15.8K | 0.06% | 67 |
|
|
2025
Q1 | $1.05M | Sell |
14,794
-1,120
| -7% | -$79.4K | 0.07% | 67 |
|
|
2024
Q4 | $1.14M | Sell |
15,914
-1,821
| -10% | -$131K | 0.07% | 66 |
|
|
2024
Q3 | $1.5M | Buy |
17,735
+648
| +4% | +$54.8K | 0.09% | 65 |
|
|
2024
Q2 | $1.21M | Buy |
17,087
+194
| +1% | +$13.7K | 0.08% | 63 |
|
|
2024
Q1 | $1.08M | Sell |
16,893
-133
| -0.8% | -$8.5K | 0.07% | 66 |
|
|
2023
Q4 | $1.03M | Sell |
17,026
-1,240
| -7% | -$75.3K | 0.07% | 63 |
|
|
2023
Q3 | $1.05M | Sell |
18,266
-508
| -3% | -$29.1K | 0.08% | 63 |
|
|
2023
Q2 | $1.39M | Sell |
18,774
-1,092
| -5% | -$81K | 0.1% | 57 |
|
|
2023
Q1 | $1.53M | Sell |
19,866
-1,856
| -9% | -$143K | 0.12% | 56 |
|
|
2022
Q4 | $1.82M | Sell |
21,722
-324
| -1% | -$27.1K | 0.15% | 57 |
|
|
2022
Q3 | $1.73M | Sell |
22,046
-126
| -0.6% | -$9.88K | 0.16% | 57 |
|
|
2022
Q2 | $1.72M | Sell |
22,172
-5,806
| -21% | -$450K | 0.15% | 57 |
|
|
2022
Q1 | $2.37M | Sell |
27,978
-2,647
| -9% | -$224K | 0.18% | 57 |
|
|
2021
Q4 | $2.86M | Sell |
30,625
-242
| -0.8% | -$22.6K | 0.19% | 54 |
|
|
2021
Q3 | $2.42M | Buy |
30,867
+1,362
| +5% | +$107K | 0.18% | 54 |
|
|
2021
Q2 | $2.16M | Buy |
29,505
+713
| +2% | +$52.2K | 0.16% | 56 |
|
|
2021
Q1 | $2.18M | Buy |
28,792
+1,845
| +7% | +$140K | 0.18% | 53 |
|
|
2020
Q4 | $2.08M | Buy |
26,947
+791
| +3% | +$61K | 0.18% | 54 |
|
|
2020
Q3 | $1.82M | Buy |
26,156
+2,264
| +9% | +$157K | 0.18% | 54 |
|
|
2020
Q2 | $1.44M | Buy |
23,892
+8,312
| +53% | +$499K | 0.14% | 62 |
|
|
2020
Q1 | $937K | Buy |
15,580
+4,976
| +47% | +$299K | 0.12% | 58 |
|
|
2019
Q4 | $642K | Buy |
10,604
+3,356
| +46% | +$203K | 0.06% | 68 |
|
|
2019
Q3 | $422K | Buy |
+7,248
| New | +$422K | 0.04% | 76 |
|