Rowlandmiller & Partners’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 | $1.74M | Buy |
25,031
+4,650
| +23% | +$323K | 0.36% | 61 |
|
|
2025
Q1 | $1.44M | Sell |
20,381
-248
| -1% | -$17.6K | 0.3% | 68 |
|
|
2024
Q4 | $1.48M | Buy |
20,629
+23
| +0.1% | +$1.65K | 0.31% | 67 |
|
|
2024
Q3 | $1.74M | Hold |
20,606
| – | – | 0.35% | 59 |
|
|
2024
Q2 | $1.46M | Buy |
20,606
+190
| +0.9% | +$13.5K | 0.32% | 64 |
|
|
2024
Q1 | $1.3M | Buy |
20,416
+2,635
| +15% | +$168K | 0.28% | 71 |
|
|
2023
Q4 | $1.08M | Buy |
17,781
+420
| +2% | +$25.5K | 0.25% | 73 |
|
|
2023
Q3 | $995K | Buy |
17,361
+4,567
| +36% | +$262K | 0.25% | 74 |
|
|
2023
Q2 | $949K | Buy |
12,794
+12
| +0.1% | +$890 | 0.22% | 75 |
|
|
2023
Q1 | $985K | Sell |
12,782
-400
| -3% | -$30.8K | 0.24% | 73 |
|
|
2022
Q4 | $1.11M | Hold |
13,182
| – | – | 0.27% | 65 |
|
|
2022
Q3 | $1.03M | Buy |
13,182
+337
| +3% | +$26.4K | 0.28% | 65 |
|
|
2022
Q2 | $995K | Hold |
12,845
| – | – | 0.25% | 66 |
|
|
2022
Q1 | $1.09M | Hold |
12,845
| – | – | 0.25% | 64 |
|
|
2021
Q4 | $1.2M | Buy |
12,845
+10,086
| +366% | +$942K | 0.27% | 64 |
|
|
2021
Q3 | $663K | Sell |
2,759
-8,596
| -76% | -$2.07M | 0.22% | 66 |
|
|
2021
Q2 | $832K | Buy |
11,355
+400
| +4% | +$29.3K | 0.2% | 80 |
|
|
2021
Q1 | $828K | Sell |
10,955
-83
| -0.8% | -$6.28K | 0.22% | 76 |
|
|
2020
Q4 | $852K | Sell |
11,038
-174
| -2% | -$13.4K | 0.24% | 67 |
|
|
2020
Q3 | $674K | Buy |
11,212
+176
| +2% | +$10.6K | 0.27% | 64 |
|
|
2020
Q2 | $663K | Sell |
11,036
-176
| -2% | -$10.6K | 0.22% | 66 |
|
|
2020
Q1 | $674K | Buy |
11,212
+36
| +0.3% | +$2.17K | 0.27% | 64 |
|
|
2019
Q4 | $677K | Buy |
11,176
+960
| +9% | +$58.1K | 0.21% | 73 |
|
|
2019
Q3 | $595K | Buy |
10,216
+348
| +4% | +$20.3K | 0.2% | 77 |
|
|
2019
Q2 | $504K | Buy |
9,868
+328
| +3% | +$16.7K | 0.17% | 83 |
|
|
2019
Q1 | $461K | Sell |
9,540
-1,668
| -15% | -$80.6K | 0.17% | 83 |
|
|
2018
Q4 | $487K | Buy |
11,208
+5,728
| +105% | +$249K | 0.2% | 77 |
|
|
2018
Q3 | $230K | Hold |
5,480
| – | – | 0.08% | 107 |
|
|
2018
Q2 | $229K | Hold |
5,480
| – | – | 0.09% | 103 |
|
|
2018
Q1 | $224K | Sell |
5,480
-200
| -4% | -$8.19K | 0.09% | 102 |
|
|
2017
Q4 | $222K | Hold |
5,680
| – | – | 0.09% | 102 |
|
|
2017
Q3 | $208K | Hold |
5,680
| – | – | 0.09% | 102 |
|
|
2017
Q2 | $199K | Sell |
5,680
-4,800
| -46% | -$168K | 0.08% | 102 |
|
|
2017
Q1 | $337K | Sell |
10,480
-160
| -2% | -$5.15K | 0.15% | 81 |
|
|
2016
Q4 | $318K | Sell |
10,640
-200
| -2% | -$5.98K | 0.14% | 81 |
|
|
2016
Q3 | $331K | Sell |
10,840
-2,920
| -21% | -$89.3K | 0.15% | 80 |
|
|
2016
Q2 | $449K | Sell |
13,760
-320
| -2% | -$10.4K | 0.21% | 71 |
|
|
2016
Q1 | $417K | Hold |
14,080
| – | – | 0.2% | 73 |
|
|
2015
Q4 | $361K | Hold |
14,080
| – | – | 0.18% | 72 |
|
|
2015
Q3 | $343K | Sell |
14,080
-200
| -1% | -$4.87K | 0.18% | 74 |
|
|
2015
Q2 | $350K | Buy |
14,280
+1,120
| +9% | +$27.5K | 0.17% | 80 |
|
|
2015
Q1 | $343K | Hold |
13,160
| – | – | 0.17% | 80 |
|
|
2014
Q4 | $350K | Buy |
+13,160
| New | +$350K | 0.17% | 76 |
|