Royal Fund Management’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 | $1.55M | Sell |
22,367
-1,134
| -5% | -$78.7K | 0.15% | 145 |
|
|
2025
Q1 | $1.67M | Buy |
23,501
+3,566
| +18% | +$253K | 0.19% | 136 |
|
|
2024
Q4 | $1.43M | Sell |
19,935
-22,567
| -53% | -$1.62M | 0.13% | 142 |
|
|
2024
Q3 | $3.59M | Buy |
42,502
+36,725
| +636% | +$3.1M | 0.21% | 103 |
|
|
2024
Q2 | $409K | Sell |
5,777
-11,491
| -67% | -$814K | 0.03% | 203 |
|
|
2024
Q1 | $1.1M | Buy |
17,268
+2,650
| +18% | +$169K | 0.11% | 167 |
|
|
2023
Q4 | $888K | Buy |
14,618
+3,245
| +29% | +$197K | 0.1% | 175 |
|
|
2023
Q3 | $652K | Buy |
11,373
+8,318
| +272% | +$477K | 0.09% | 175 |
|
|
2023
Q2 | $227K | Buy |
+3,055
| New | +$227K | 0.03% | 206 |
|
|
2022
Q1 | – | Sell |
-2,662
| Closed | -$248K | – | 198 |
|
|
2021
Q4 | $248K | Buy |
+2,662
| New | +$248K | 0.04% | 172 |
|
|
2020
Q2 | – | Sell |
-1,776
| Closed | -$106K | – | 408 |
|
|
2020
Q1 | $106K | Hold |
1,776
| – | – | 0.04% | 185 |
|
|
2019
Q4 | $107K | Hold |
1,776
| – | – | 0.03% | 188 |
|
|
2019
Q3 | $103K | Hold |
1,776
| – | – | 0.03% | 188 |
|
|
2019
Q2 | $90K | Sell |
1,776
-76
| -4% | -$3.85K | 0.03% | 186 |
|
|
2019
Q1 | $89K | Buy |
1,852
+420
| +29% | +$20.2K | 0.03% | 169 |
|
|
2018
Q4 | $62K | Buy |
1,432
+108
| +8% | +$4.68K | 0.03% | 174 |
|
|
2018
Q3 | $55K | Buy |
1,324
+212
| +19% | +$8.81K | 0.02% | 184 |
|
|
2018
Q2 | $46K | Buy |
1,112
+120
| +12% | +$4.96K | 0.02% | 200 |
|
|
2018
Q1 | $40K | Sell |
992
-156
| -14% | -$6.29K | 0.01% | 212 |
|
|
2017
Q4 | $44K | Sell |
1,148
-44
| -4% | -$1.69K | 0.02% | 215 |
|
|
2017
Q3 | $43K | Hold |
1,192
| – | – | 0.02% | 185 |
|
|
2017
Q2 | $41K | Sell |
1,192
-544
| -31% | -$18.7K | 0.02% | 168 |
|
|
2017
Q1 | $55K | Buy |
1,736
+700
| +68% | +$22.2K | 0.03% | 147 |
|
|
2016
Q4 | $30K | Buy |
+1,036
| New | +$30K | 0.02% | 175 |
|