Sanders Morris Harris’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 | $376K | Hold |
5,410
| – | – | 0.09% | 86 |
|
|
2025
Q1 | $384K | Hold |
5,410
| – | – | 0.06% | 181 |
|
|
2024
Q4 | $390K | Hold |
5,410
| – | – | 0.06% | 189 |
|
|
2024
Q3 | $457K | Sell |
5,410
-8
| -0.1% | -$676 | 0.08% | 168 |
|
|
2024
Q2 | $384K | Hold |
5,418
| – | – | 0.06% | 188 |
|
|
2024
Q1 | $346K | Buy |
+5,418
| New | +$346K | 0.06% | 194 |
|
|
2023
Q4 | – | Sell |
-5,218
| Closed | -$299K | – | 216 |
|
|
2023
Q3 | $299K | Buy |
5,218
+600
| +13% | +$34.4K | 0.06% | 191 |
|
|
2023
Q2 | $343K | Hold |
4,618
| – | – | 0.08% | 180 |
|
|
2023
Q1 | $356K | Hold |
4,618
| – | – | 0.12% | 80 |
|
|
2022
Q4 | $386K | Hold |
4,618
| – | – | 0.15% | 136 |
|
|
2022
Q3 | $362K | Hold |
4,618
| – | – | 0.09% | 170 |
|
|
2022
Q2 | $358K | Hold |
4,618
| – | – | 0.08% | 183 |
|
|
2022
Q1 | $391K | Buy |
4,618
+350
| +8% | +$29.6K | 0.08% | 197 |
|
|
2021
Q4 | $399K | Hold |
4,268
| – | – | 0.07% | 199 |
|
|
2021
Q3 | $335K | Hold |
4,268
| – | – | 0.06% | 227 |
|
|
2021
Q2 | $313K | Hold |
4,268
| – | – | 0.06% | 238 |
|
|
2021
Q1 | $323K | Hold |
4,268
| – | – | 0.07% | 215 |
|
|
2020
Q4 | $329K | Hold |
4,268
| – | – | 0.07% | 214 |
|
|
2020
Q3 | $296K | Hold |
4,268
| – | – | 0.08% | 205 |
|
|
2020
Q2 | $256K | Buy |
+4,268
| New | +$256K | 0.12% | 92 |
|