Salomon & Ludwin’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 | $132K | Sell |
1,801
-2,425
| -57% | -$177K | 0.01% | 167 |
|
|
2025
Q1 | $300K | Hold |
4,226
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $303K | Hold |
4,226
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $357K | Buy |
4,226
+76
| +2% | +$6.42K | 0.04% | 122 |
|
|
2024
Q2 | $294K | Sell |
4,150
-3,020
| -42% | -$214K | 0.03% | 131 |
|
|
2024
Q1 | $458K | Buy |
7,170
+492
| +7% | +$31.4K | 0.04% | 128 |
|
|
2023
Q4 | $383K | Hold |
6,678
| – | – | 0.04% | 129 |
|
|
2023
Q3 | $383K | Hold |
6,678
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $496K | Hold |
6,678
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $515K | Sell |
6,678
-60
| -0.9% | -$4.63K | 0.06% | 107 |
|
|
2022
Q4 | $563K | Buy |
6,738
+180
| +3% | +$15K | 0.07% | 102 |
|
|
2022
Q3 | $514K | Buy |
6,558
+3,887
| +146% | +$305K | 0.08% | 89 |
|
|
2022
Q2 | $207K | Hold |
2,671
| – | – | 0.03% | 122 |
|
|
2022
Q1 | $226K | Buy |
2,671
+47
| +2% | +$3.98K | 0.03% | 114 |
|
|
2021
Q4 | $245K | Hold |
2,624
| – | – | 0.03% | 100 |
|
|
2021
Q3 | $206K | Buy |
+2,624
| New | +$206K | 0.03% | 95 |
|
|
2021
Q1 | – | Sell |
-2,624
| Closed | -$202K | – | 74 |
|
|
2020
Q4 | $202K | Sell |
2,624
-680
| -21% | -$52.3K | 0.04% | 67 |
|
|
2020
Q3 | $229K | Buy |
+3,304
| New | +$229K | 0.05% | 60 |
|
|
2020
Q2 | – | Sell |
-3,304
| Closed | -$199K | – | 166 |
|
|
2020
Q1 | $199K | Hold |
3,304
| – | – | 0.05% | 50 |
|
|
2019
Q4 | $200K | Hold |
3,304
| – | – | 0.04% | 52 |
|
|
2019
Q3 | $192K | Hold |
3,304
| – | – | 0.04% | 44 |
|
|
2019
Q2 | $169K | Sell |
3,304
-968
| -23% | -$49.5K | 0.03% | 47 |
|
|
2019
Q1 | $206K | Hold |
4,272
| – | – | 0.04% | 40 |
|
|
2018
Q4 | $186K | Buy |
+4,272
| New | +$186K | 0.04% | 39 |
|