Sawyer & Company’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 | $203K | Buy |
2,918
+36
| +1% | +$2.5K | 0.08% | 91 |
|
|
2025
Q1 | $204K | Hold |
2,882
| – | – | 0.08% | 91 |
|
|
2024
Q4 | $207K | Hold |
2,882
| – | – | 0.08% | 95 |
|
|
2024
Q3 | $244K | Hold |
2,882
| – | – | 0.09% | 94 |
|
|
2024
Q2 | $204K | Hold |
2,882
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $184K | Hold |
2,882
| – | – | 0.07% | 97 |
|
|
2023
Q4 | $175K | Hold |
2,882
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $165K | Sell |
2,882
-145
| -5% | -$8.3K | 0.08% | 98 |
|
|
2023
Q2 | $225K | Hold |
3,027
| – | – | 0.1% | 96 |
|
|
2023
Q1 | $237K | Sell |
3,027
-165
| -5% | -$12.9K | 0.13% | 91 |
|
|
2022
Q4 | $267K | Hold |
3,192
| – | – | 0.13% | 90 |
|
|
2022
Q3 | $250K | Hold |
3,192
| – | – | 0.14% | 92 |
|
|
2022
Q2 | $247K | Buy |
3,192
+1,150
| +56% | +$89K | 0.13% | 93 |
|
|
2022
Q1 | $173K | Hold |
2,042
| – | – | 0.08% | 103 |
|
|
2021
Q4 | $191K | Hold |
2,042
| – | – | 0.08% | 102 |
|
|
2021
Q3 | $160K | Hold |
2,042
| – | – | 0.08% | 105 |
|
|
2021
Q2 | $150K | Hold |
2,042
| – | – | 0.07% | 108 |
|
|
2021
Q1 | $154K | Hold |
2,042
| – | – | 0.08% | 104 |
|
|
2020
Q4 | $158K | Sell |
2,042
-90
| -4% | -$6.96K | 0.08% | 103 |
|
|
2020
Q3 | $148K | Hold |
2,132
| – | – | 0.09% | 100 |
|
|
2020
Q2 | $128K | Hold |
2,132
| – | – | 0.08% | 106 |
|
|
2020
Q1 | $128K | Hold |
2,132
| – | – | 0.1% | 101 |
|
|
2019
Q4 | $129K | Hold |
2,132
| – | – | 0.08% | 104 |
|
|
2019
Q3 | $124K | Hold |
2,132
| – | – | 0.09% | 105 |
|
|
2019
Q2 | $109K | Hold |
2,132
| – | – | 0.07% | 112 |
|
|
2019
Q1 | $103K | Hold |
2,132
| – | – | 0.07% | 111 |
|
|
2018
Q4 | $93K | Hold |
2,132
| – | – | 0.07% | 112 |
|
|
2018
Q3 | $89K | Hold |
2,132
| – | – | 0.05% | 120 |
|
|
2018
Q2 | $89K | Hold |
2,132
| – | – | 0.06% | 122 |
|
|
2018
Q1 | $87K | Buy |
+2,132
| New | +$87K | 0.06% | 120 |
|