Samalin Investment Counsel’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 | $488K | Sell |
7,031
-195
| -3% | -$13.5K | 0.19% | 174 |
|
|
2025
Q1 | $512K | Buy |
7,226
+1,128
| +18% | +$80K | 0.21% | 157 |
|
|
2024
Q4 | $437K | Buy |
6,098
+24
| +0.4% | +$1.72K | 0.19% | 179 |
|
|
2024
Q3 | $513K | Sell |
6,074
-38
| -0.6% | -$3.21K | 0.22% | 147 |
|
|
2024
Q2 | $433K | Buy |
6,112
+260
| +4% | +$18.4K | 0.2% | 170 |
|
|
2024
Q1 | $374K | Sell |
5,852
-1,861
| -24% | -$119K | 0.18% | 189 |
|
|
2023
Q4 | $468K | Buy |
7,713
+239
| +3% | +$14.5K | 0.24% | 141 |
|
|
2023
Q3 | $428K | Sell |
7,474
-201
| -3% | -$11.5K | 0.25% | 123 |
|
|
2023
Q2 | $569K | Buy |
7,675
+1,073
| +16% | +$79.6K | 0.31% | 95 |
|
|
2023
Q1 | $509K | Buy |
6,602
+421
| +7% | +$32.5K | 0.31% | 96 |
|
|
2022
Q4 | $517K | Buy |
6,181
+6
| +0.1% | +$502 | 0.33% | 94 |
|
|
2022
Q3 | $484K | Buy |
6,175
+6
| +0.1% | +$470 | 0.36% | 87 |
|
|
2022
Q2 | $478K | Sell |
6,169
-42
| -0.7% | -$3.25K | 0.34% | 88 |
|
|
2022
Q1 | $526K | Buy |
6,211
+1,181
| +23% | +$100K | 0.32% | 90 |
|
|
2021
Q4 | $470K | Buy |
5,030
+81
| +2% | +$7.57K | 0.28% | 104 |
|
|
2021
Q3 | $389K | Sell |
4,949
-129
| -3% | -$10.1K | 0.25% | 133 |
|
|
2021
Q2 | $372K | Buy |
5,078
+92
| +2% | +$6.74K | 0.24% | 146 |
|
|
2021
Q1 | $377K | Buy |
4,986
+85
| +2% | +$6.43K | 0.25% | 128 |
|
|
2020
Q4 | $378K | Sell |
4,901
-1,363
| -22% | -$105K | 0.28% | 110 |
|
|
2020
Q3 | $435K | Buy |
6,264
+12
| +0.2% | +$833 | 0.39% | 80 |
|
|
2020
Q2 | $375K | Buy |
6,252
+68
| +1% | +$4.08K | 0.39% | 79 |
|
|
2020
Q1 | $372K | Sell |
6,184
-1,980
| -24% | -$119K | 0.5% | 63 |
|
|
2019
Q4 | $494K | Buy |
+8,164
| New | +$494K | 0.41% | 61 |
|