Rossmore Private Capital’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 | $2.96M | Sell |
42,694
-4,848
| -10% | -$337K | 0.35% | 66 |
|
|
2025
Q1 | $3.37M | Buy |
47,542
+1,238
| +3% | +$87.8K | 0.41% | 55 |
|
|
2024
Q4 | $3.32M | Buy |
46,304
+8,375
| +22% | +$601K | 0.41% | 52 |
|
|
2024
Q3 | $3.21M | Buy |
37,929
+650
| +2% | +$54.9K | 0.4% | 55 |
|
|
2024
Q2 | $2.64M | Sell |
37,279
-469
| -1% | -$33.2K | 0.35% | 61 |
|
|
2024
Q1 | $2.41M | Buy |
37,748
+5,011
| +15% | +$320K | 0.32% | 67 |
|
|
2023
Q4 | $1.99M | Buy |
32,737
+682
| +2% | +$41.4K | 0.28% | 74 |
|
|
2023
Q3 | $1.84M | Buy |
32,055
+270
| +0.8% | +$15.5K | 0.28% | 71 |
|
|
2023
Q2 | $2.36M | Hold |
31,785
| – | – | 0.35% | 63 |
|
|
2023
Q1 | $2.45M | Sell |
31,785
-714
| -2% | -$55K | 0.38% | 62 |
|
|
2022
Q4 | $2.72M | Sell |
32,499
-2,125
| -6% | -$178K | 0.44% | 58 |
|
|
2022
Q3 | $2.72M | Buy |
34,624
+35
| +0.1% | +$2.74K | 0.49% | 50 |
|
|
2022
Q2 | $2.68M | Buy |
34,589
+612
| +2% | +$47.4K | 0.46% | 54 |
|
|
2022
Q1 | $2.88M | Sell |
33,977
-101
| -0.3% | -$8.56K | 0.45% | 61 |
|
|
2021
Q4 | $3.18M | Buy |
34,078
+119
| +0.4% | +$11.1K | 0.5% | 56 |
|
|
2021
Q3 | $2.67M | Sell |
33,959
-621
| -2% | -$48.8K | 0.46% | 57 |
|
|
2021
Q2 | $2.53M | Buy |
34,580
+2,986
| +9% | +$219K | 0.43% | 59 |
|
|
2021
Q1 | $2.39M | Buy |
31,594
+7,984
| +34% | +$604K | 0.45% | 58 |
|
|
2020
Q4 | $1.82M | Buy |
23,610
+234
| +1% | +$18.1K | 0.37% | 68 |
|
|
2020
Q3 | $1.62M | Buy |
23,376
+1,068
| +5% | +$74.1K | 0.38% | 67 |
|
|
2020
Q2 | $1.34M | Buy |
22,308
+5,020
| +29% | +$301K | 0.37% | 65 |
|
|
2020
Q1 | $1.04M | Buy |
+17,288
| New | +$1.04M | 0.36% | 68 |
|
|
2018
Q1 | – | Sell |
-824
| Closed | -$32.2K | – | 299 |
|
|
2017
Q4 | $32.2K | Buy |
+824
| New | +$32.2K | 0.03% | 203 |
|