Searle & 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 | $2.23M | Buy |
32,104
+4,200
| +15% | +$292K | 0.63% | 47 |
|
|
2025
Q1 | $1.98M | Buy |
27,904
+10,580
| +61% | +$750K | 0.56% | 50 |
|
|
2024
Q4 | $1.24M | Buy |
17,324
+2,500
| +17% | +$179K | 0.36% | 64 |
|
|
2024
Q3 | $1.25M | Sell |
14,824
-326
| -2% | -$27.6K | 0.31% | 64 |
|
|
2024
Q2 | $1.07M | Buy |
15,150
+326
| +2% | +$23.1K | 0.25% | 77 |
|
|
2024
Q1 | $947K | Hold |
14,824
| – | – | 0.24% | 77 |
|
|
2023
Q4 | $900K | Buy |
14,824
+1,176
| +9% | +$71.4K | 0.25% | 77 |
|
|
2023
Q3 | $782K | Hold |
13,648
| – | – | 0.27% | 76 |
|
|
2023
Q2 | $1M | Hold |
13,648
| – | – | 0.31% | 66 |
|
|
2023
Q1 | $1.05M | Hold |
13,648
| – | – | 0.34% | 66 |
|
|
2022
Q4 | $1.14M | Hold |
13,648
| – | – | 0.39% | 61 |
|
|
2022
Q3 | $1.07M | Hold |
13,648
| – | – | 0.41% | 64 |
|
|
2022
Q2 | $1.06M | Hold |
13,648
| – | – | 0.42% | 66 |
|
|
2022
Q1 | $1.16M | Hold |
13,648
| – | – | 0.43% | 64 |
|
|
2021
Q4 | $1.27M | Hold |
13,648
| – | – | 0.46% | 63 |
|
|
2021
Q3 | $1.07M | Hold |
13,648
| – | – | 0.44% | 63 |
|
|
2021
Q2 | $1M | Hold |
13,648
| – | – | 0.41% | 67 |
|
|
2021
Q1 | $1.03M | Hold |
13,648
| – | – | 0.46% | 61 |
|
|
2020
Q4 | $1.05M | Hold |
13,648
| – | – | 0.51% | 59 |
|
|
2020
Q3 | $947K | Hold |
13,648
| – | – | 0.52% | 57 |
|
|
2020
Q2 | $819K | Hold |
13,648
| – | – | 0.48% | 62 |
|
|
2020
Q1 | $821K | Hold |
13,648
| – | – | 0.58% | 52 |
|
|
2019
Q4 | $826K | Hold |
13,648
| – | – | 0.45% | 65 |
|
|
2019
Q3 | $795K | Hold |
13,648
| – | – | 0.47% | 60 |
|
|
2019
Q2 | $699K | Hold |
13,648
| – | – | 0.43% | 63 |
|
|
2019
Q1 | $660K | Buy |
13,648
+448
| +3% | +$21.7K | 0.41% | 67 |
|
|
2018
Q4 | $574K | Sell |
13,200
-5,400
| -29% | -$235K | 0.4% | 70 |
|
|
2018
Q3 | $779K | Hold |
18,600
| – | – | 0.46% | 64 |
|
|
2018
Q2 | $777K | Hold |
18,600
| – | – | 0.49% | 61 |
|
|
2018
Q1 | $759K | Hold |
18,600
| – | – | 0.49% | 61 |
|
|
2017
Q4 | $726K | Hold |
18,600
| – | – | 0.46% | 69 |
|
|
2017
Q3 | $681K | Hold |
18,600
| – | – | 0.45% | 69 |
|
|
2017
Q2 | $652K | Hold |
18,600
| – | – | 0.45% | 69 |
|
|
2017
Q1 | $597K | Hold |
18,600
| – | – | 0.42% | 72 |
|
|
2016
Q4 | $555K | Hold |
18,600
| – | – | 0.46% | 69 |
|
|
2016
Q3 | $553K | Buy |
+18,600
| New | +$553K | 0.48% | 61 |
|
|
2016
Q2 | – | Sell |
-18,600
| Closed | -$552K | – | 72 |
|
|
2016
Q1 | $552K | Buy |
18,600
+3,000
| +19% | +$89K | 0.51% | 59 |
|
|
2015
Q4 | $404K | Buy |
15,600
+4,000
| +34% | +$104K | 0.39% | 73 |
|
|
2015
Q3 | $283K | Sell |
11,600
-4,000
| -26% | -$97.6K | 0.29% | 88 |
|
|
2015
Q2 | $382K | Hold |
15,600
| – | – | 0.32% | 84 |
|
|
2015
Q1 | $405K | Hold |
15,600
| – | – | 0.35% | 73 |
|
|
2014
Q4 | $414K | Buy |
+15,600
| New | +$414K | 0.35% | 75 |
|