Schulhoff & Co’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 | $687K | Hold |
9,897
| – | – | 0.3% | 70 |
|
2025
Q1 | $702K | Hold |
9,897
| – | – | 0.31% | 65 |
|
2024
Q4 | $710K | Hold |
9,897
| – | – | 0.26% | 67 |
|
2024
Q3 | $837K | Hold |
9,897
| – | – | 0.35% | 64 |
|
2024
Q2 | $701K | Hold |
9,897
| – | – | 0.32% | 68 |
|
2024
Q1 | $633K | Hold |
9,897
| – | – | 0.28% | 70 |
|
2023
Q4 | $601K | Hold |
9,897
| – | – | 0.29% | 72 |
|
2023
Q3 | $567K | Sell |
9,897
-80
| -0.8% | -$4.58K | 0.29% | 70 |
|
2023
Q2 | $740K | Buy |
9,977
+264
| +3% | +$19.6K | 0.34% | 63 |
|
2023
Q1 | $749K | Sell |
9,713
-75
| -0.8% | -$5.78K | 0.35% | 62 |
|
2022
Q4 | $818K | Hold |
9,788
| – | – | 0.38% | 58 |
|
2022
Q3 | $767K | Hold |
9,788
| – | – | 0.4% | 57 |
|
2022
Q2 | $758K | Sell |
9,788
-100
| -1% | -$7.74K | 0.35% | 60 |
|
2022
Q1 | $837K | Hold |
9,888
| – | – | 0.35% | 61 |
|
2021
Q4 | $923K | Hold |
9,888
| – | – | 0.38% | 57 |
|
2021
Q3 | $776K | Hold |
9,888
| – | – | 0.35% | 60 |
|
2021
Q2 | $724K | Hold |
9,888
| – | – | 0.32% | 62 |
|
2021
Q1 | $747K | Sell |
9,888
-200
| -2% | -$15.1K | 0.34% | 61 |
|
2020
Q4 | $778K | Hold |
10,088
| – | – | 0.39% | 56 |
|
2020
Q3 | $700K | Sell |
10,088
-340
| -3% | -$23.6K | 0.38% | 55 |
|
2020
Q2 | $626K | Hold |
10,428
| – | – | 0.37% | 58 |
|
2020
Q1 | $627K | Hold |
10,428
| – | – | 0.39% | 59 |
|
2019
Q4 | $631K | Hold |
10,428
| – | – | 0.3% | 68 |
|
2019
Q3 | $607K | Buy |
10,428
+1,600
| +18% | +$93.1K | 0.3% | 68 |
|
2019
Q2 | $452K | Hold |
8,828
| – | – | 0.23% | 70 |
|
2019
Q1 | $426K | Buy |
8,828
+1,600
| +22% | +$77.2K | 0.23% | 70 |
|
2018
Q4 | $314K | Hold |
7,228
| – | – | 0.2% | 76 |
|
2018
Q3 | $302K | Hold |
7,228
| – | – | 0.17% | 82 |
|
2018
Q2 | $301K | Hold |
7,228
| – | – | 0.18% | 80 |
|
2018
Q1 | $295K | Hold |
7,228
| – | – | 0.17% | 84 |
|
2017
Q4 | $282K | Sell |
7,228
-180
| -2% | -$7.02K | 0.16% | 90 |
|
2017
Q3 | $271K | Hold |
7,408
| – | – | 0.16% | 89 |
|
2017
Q2 | $259K | Sell |
7,408
-1,880
| -20% | -$65.7K | 0.16% | 93 |
|
2017
Q1 | $298K | Buy |
9,288
+200
| +2% | +$6.42K | 0.18% | 85 |
|
2016
Q4 | $271K | Sell |
9,088
-1,844
| -17% | -$55K | 0.17% | 90 |
|
2016
Q3 | $334K | Buy |
10,932
+1,204
| +12% | +$36.8K | 0.21% | 79 |
|
2016
Q2 | $317K | Buy |
9,728
+760
| +8% | +$24.8K | 0.2% | 82 |
|
2016
Q1 | $265K | Buy |
8,968
+900
| +11% | +$26.6K | 0.17% | 86 |
|
2015
Q4 | $209K | Buy |
+8,068
| New | +$209K | 0.14% | 93 |
|
2015
Q3 | – | Sell |
-10,468
| Closed | -$256K | – | 107 |
|
2015
Q2 | $256K | Buy |
10,468
+400
| +4% | +$9.78K | 0.16% | 98 |
|
2015
Q1 | $261K | Hold |
10,068
| – | – | 0.16% | 96 |
|
2014
Q4 | $267K | Hold |
10,068
| – | – | 0.16% | 98 |
|
2014
Q3 | $236K | Buy |
10,068
+160
| +2% | +$3.75K | 0.15% | 104 |
|
2014
Q2 | $254K | Buy |
9,908
+1,500
| +18% | +$38.5K | 0.16% | 98 |
|
2014
Q1 | $201K | Buy |
+8,408
| New | +$201K | 0.14% | 102 |
|