Rothschild Investment LLC’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 | $1.03M | Sell |
14,827
-2,119
| -13% | -$147K | 0.06% | 219 |
|
|
2025
Q1 | $1.2M | Sell |
16,946
-670
| -4% | -$47.5K | 0.08% | 211 |
|
|
2024
Q4 | $1.26M | Sell |
17,616
-796
| -4% | -$57.1K | 0.08% | 203 |
|
|
2024
Q3 | $1.56M | Buy |
18,412
+79
| +0.4% | +$6.68K | 0.1% | 169 |
|
|
2024
Q2 | $1.3M | Buy |
18,333
+1,880
| +11% | +$133K | 0.09% | 191 |
|
|
2024
Q1 | $1.05M | Buy |
16,453
+268
| +2% | +$17.1K | 0.08% | 224 |
|
|
2023
Q4 | $983K | Sell |
16,185
-11,455
| -41% | -$696K | 0.08% | 193 |
|
|
2023
Q3 | $1.58M | Buy |
27,640
+4,416
| +19% | +$253K | 0.13% | 150 |
|
|
2023
Q2 | $1.72M | Buy |
23,224
+1,121
| +5% | +$83.2K | 0.14% | 140 |
|
|
2023
Q1 | $1.7M | Buy |
22,103
+622
| +3% | +$48K | 0.15% | 142 |
|
|
2022
Q4 | $1.8M | Sell |
21,481
-1,868
| -8% | -$156K | 0.16% | 134 |
|
|
2022
Q3 | $1.83M | Buy |
23,349
+890
| +4% | +$69.8K | 0.18% | 131 |
|
|
2022
Q2 | $1.74M | Buy |
22,459
+7,300
| +48% | +$566K | 0.16% | 136 |
|
|
2022
Q1 | $1.28M | Sell |
15,159
-119
| -0.8% | -$10.1K | 0.1% | 192 |
|
|
2021
Q4 | $1.43M | Buy |
15,278
+100
| +0.7% | +$9.33K | 0.11% | 177 |
|
|
2021
Q3 | $1.19M | Sell |
15,178
-1,215
| -7% | -$95.4K | 0.1% | 195 |
|
|
2021
Q2 | $1.2M | Sell |
16,393
-125
| -0.8% | -$9.16K | 0.1% | 198 |
|
|
2021
Q1 | $1.25M | Buy |
16,518
+474
| +3% | +$35.8K | 0.11% | 192 |
|
|
2020
Q4 | $1.24M | Buy |
16,044
+3,584
| +29% | +$277K | 0.12% | 170 |
|
|
2020
Q3 | $865K | Buy |
12,460
+664
| +6% | +$46.1K | 0.09% | 191 |
|
|
2020
Q2 | $708K | Sell |
11,796
-716
| -6% | -$43K | 0.09% | 204 |
|
|
2020
Q1 | $753K | Hold |
12,512
| – | – | 0.1% | 193 |
|
|
2019
Q4 | $757K | Sell |
12,512
-76
| -0.6% | -$4.6K | 0.08% | 237 |
|
|
2019
Q3 | $733K | Buy |
12,588
+20
| +0.2% | +$1.17K | 0.09% | 199 |
|
|
2019
Q2 | $644K | Sell |
12,568
-1,600
| -11% | -$82K | 0.08% | 219 |
|
|
2019
Q1 | $685K | Sell |
14,168
-4,000
| -22% | -$193K | 0.08% | 214 |
|
|
2018
Q4 | $789K | Buy |
18,168
+1,536
| +9% | +$66.7K | 0.11% | 173 |
|
|
2018
Q3 | $697K | Hold |
16,632
| – | – | 0.08% | 196 |
|
|
2018
Q2 | $695K | Hold |
16,632
| – | – | 0.09% | 197 |
|
|
2018
Q1 | $679K | Sell |
16,632
-1,044
| -6% | -$42.6K | 0.09% | 206 |
|
|
2017
Q4 | $690K | Sell |
17,676
-1,200
| -6% | -$46.8K | 0.08% | 234 |
|
|
2017
Q3 | $692K | Sell |
18,876
-800
| -4% | -$29.3K | 0.08% | 234 |
|
|
2017
Q2 | $689K | Hold |
19,676
| – | – | 0.08% | 240 |
|
|
2017
Q1 | $631K | Sell |
19,676
-964
| -5% | -$30.9K | 0.07% | 246 |
|
|
2016
Q4 | $616K | Hold |
20,640
| – | – | 0.07% | 231 |
|
|
2016
Q3 | $631K | Sell |
20,640
-31,800
| -61% | -$972K | 0.08% | 230 |
|
|
2016
Q2 | $1.71M | Sell |
52,440
-1,400
| -3% | -$45.7K | 0.22% | 119 |
|
|
2016
Q1 | $1.59M | Buy |
53,840
+16
| +0% | +$473 | 0.2% | 120 |
|
|
2015
Q4 | $1.4M | Buy |
53,824
+800
| +2% | +$20.8K | 0.18% | 136 |
|
|
2015
Q3 | $1.29M | Buy |
53,024
+12,600
| +31% | +$307K | 0.17% | 142 |
|
|
2015
Q2 | $991K | Buy |
40,424
+21,400
| +112% | +$525K | 0.11% | 198 |
|
|
2015
Q1 | $495K | Hold |
19,024
| – | – | 0.06% | 300 |
|
|
2014
Q4 | $506K | Hold |
19,024
| – | – | 0.06% | 296 |
|
|
2014
Q3 | $446K | Hold |
19,024
| – | – | 0.05% | 316 |
|
|
2014
Q2 | $487K | Sell |
19,024
-400
| -2% | -$10.2K | 0.06% | 268 |
|
|
2014
Q1 | $464K | Hold |
19,424
| – | – | 0.06% | 279 |
|
|
2013
Q4 | $416K | Hold |
19,424
| – | – | 0.06% | 298 |
|
|
2013
Q3 | $389K | Hold |
19,424
| – | – | 0.06% | 282 |
|
|
2013
Q2 | $396K | Buy |
+19,424
| New | +$396K | 0.06% | 263 |
|