Roundview 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 | $1.11M | Sell |
16,012
-322
| -2% | -$22.4K | 0.07% | 201 |
|
|
2025
Q1 | $1.16M | Sell |
16,334
-399
| -2% | -$28.3K | 0.08% | 190 |
|
|
2024
Q4 | $1.2M | Buy |
16,733
+218
| +1% | +$15.6K | 0.08% | 197 |
|
|
2024
Q3 | $1.4M | Buy |
16,515
+4,006
| +32% | +$339K | 0.1% | 179 |
|
|
2024
Q2 | $886K | Buy |
12,509
+95
| +0.8% | +$6.73K | 0.07% | 213 |
|
|
2024
Q1 | $793K | Buy |
12,414
+1,117
| +10% | +$71.4K | 0.06% | 224 |
|
|
2023
Q4 | $686K | Buy |
11,297
+6,884
| +156% | +$418K | 0.06% | 222 |
|
|
2023
Q3 | $253K | Sell |
4,413
-5,021
| -53% | -$288K | 0.03% | 283 |
|
|
2023
Q2 | $700K | Sell |
9,434
-1,142
| -11% | -$84.7K | 0.07% | 221 |
|
|
2023
Q1 | $815K | Buy |
10,576
+676
| +7% | +$52.1K | 0.09% | 206 |
|
|
2022
Q4 | $828K | Buy |
9,900
+1,699
| +21% | +$142K | 0.09% | 201 |
|
|
2022
Q3 | $643K | Buy |
8,201
+1,811
| +28% | +$142K | 0.08% | 203 |
|
|
2022
Q2 | $495K | Buy |
6,390
+1,670
| +35% | +$129K | 0.06% | 219 |
|
|
2022
Q1 | $400K | Buy |
4,720
+330
| +8% | +$28K | 0.04% | 240 |
|
|
2021
Q4 | $410K | Buy |
4,390
+1
| +0% | +$93 | 0.04% | 247 |
|
|
2021
Q3 | $345K | Buy |
4,389
+1
| +0% | +$79 | 0.04% | 252 |
|
|
2021
Q2 | $322K | Buy |
4,388
+176
| +4% | +$12.9K | 0.04% | 252 |
|
|
2021
Q1 | $318K | Hold |
4,212
| – | – | 0.04% | 240 |
|
|
2020
Q4 | $325K | Buy |
4,212
+400
| +10% | +$30.9K | 0.04% | 217 |
|
|
2020
Q3 | $265K | Hold |
3,812
| – | – | 0.04% | 222 |
|
|
2020
Q2 | $229K | Sell |
3,812
-228
| -6% | -$13.7K | 0.04% | 224 |
|
|
2020
Q1 | $243K | Hold |
4,040
| – | – | 0.05% | 207 |
|
|
2019
Q4 | $245K | Hold |
4,040
| – | – | 0.05% | 214 |
|
|
2019
Q3 | $235K | Hold |
4,040
| – | – | 0.05% | 210 |
|
|
2019
Q2 | $207K | Buy |
+4,040
| New | +$207K | 0.05% | 216 |
|