Sentry Investment Management’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 | $462K | Hold |
6,374
| – | – | 0.25% | 78 |
|
|
2025
Q1 | $415K | Sell |
6,374
-1,904
| -23% | -$124K | 0.28% | 70 |
|
|
2024
Q4 | $593K | Buy |
8,278
+1,107
| +15% | +$79.3K | 0.28% | 72 |
|
|
2024
Q3 | $606K | Sell |
7,171
-1,637
| -19% | -$138K | 0.25% | 85 |
|
|
2024
Q2 | $624K | Sell |
8,808
-1,804
| -17% | -$128K | 0.28% | 75 |
|
|
2024
Q1 | $678K | Hold |
10,612
| – | – | 0.26% | 87 |
|
|
2023
Q4 | $645K | Sell |
10,612
-1,140
| -10% | -$69.3K | 0.28% | 84 |
|
|
2023
Q3 | $673K | Sell |
11,752
-2,260
| -16% | -$129K | 0.32% | 62 |
|
|
2023
Q2 | $1.04M | Buy |
14,012
+939
| +7% | +$69.7K | 0.39% | 51 |
|
|
2023
Q1 | $1.01M | Hold |
13,073
| – | – | 0.41% | 47 |
|
|
2022
Q4 | $1.09M | Sell |
13,073
-545
| -4% | -$45.6K | 0.48% | 38 |
|
|
2022
Q3 | $1.07M | Buy |
13,618
+913
| +7% | +$71.6K | 0.51% | 37 |
|
|
2022
Q2 | $984K | Sell |
12,705
-2,320
| -15% | -$180K | 0.44% | 48 |
|
|
2022
Q1 | $1.27M | Sell |
15,025
-3,624
| -19% | -$307K | 0.41% | 55 |
|
|
2021
Q4 | $1.74M | Buy |
18,649
+2,317
| +14% | +$216K | 0.46% | 47 |
|
|
2021
Q3 | $1.28M | Sell |
16,332
-4,679
| -22% | -$367K | 0.37% | 59 |
|
|
2021
Q2 | $1.54M | Buy |
21,011
+91
| +0.4% | +$6.67K | 0.39% | 58 |
|
|
2021
Q1 | $1.58M | Sell |
20,920
-104,020
| -83% | -$7.87M | 0.44% | 48 |
|
|
2020
Q4 | $9.64M | Sell |
124,940
-2,312
| -2% | -$178K | 0.48% | 46 |
|
|
2020
Q3 | $8.83M | Buy |
127,252
+13,124
| +11% | +$911K | 0.49% | 47 |
|
|
2020
Q2 | $6.85M | Sell |
114,128
-10,588
| -8% | -$636K | 0.42% | 55 |
|
|
2020
Q1 | $7.5M | Buy |
124,716
+1,612
| +1% | +$97K | 0.55% | 44 |
|
|
2019
Q4 | $7.45M | Hold |
123,104
| – | – | 0.44% | 53 |
|
|
2019
Q3 | $7.17M | Buy |
123,104
+5,928
| +5% | +$345K | 0.47% | 51 |
|
|
2019
Q2 | $6M | Buy |
117,176
+70,264
| +150% | +$3.6M | 0.4% | 61 |
|
|
2019
Q1 | $2.27M | Sell |
46,912
-75,456
| -62% | -$3.65M | 0.16% | 164 |
|
|
2018
Q4 | $5.32M | Sell |
122,368
-3,140
| -3% | -$136K | 0.39% | 61 |
|
|
2018
Q3 | $5.26M | Hold |
125,508
| – | – | 0.32% | 79 |
|
|
2018
Q2 | $5.24M | Buy |
125,508
+68,828
| +121% | +$2.87M | 0.34% | 70 |
|
|
2018
Q1 | $2.31M | Sell |
56,680
-5,216
| -8% | -$213K | 0.14% | 190 |
|
|
2017
Q4 | $2.42M | Sell |
61,896
-87,752
| -59% | -$3.43M | 0.13% | 189 |
|
|
2017
Q3 | $5.48M | Sell |
149,648
-100
| -0.1% | -$3.66K | 0.21% | 85 |
|
|
2017
Q2 | $5.25M | Buy |
149,748
+1,412
| +1% | +$49.5K | 0.21% | 89 |
|
|
2017
Q1 | $4.76M | Sell |
148,336
-2,416
| -2% | -$77.5K | 0.19% | 90 |
|
|
2016
Q4 | $4.5M | Buy |
150,752
+21,200
| +16% | +$633K | 0.19% | 94 |
|
|
2016
Q3 | $3.96M | Sell |
129,552
-13,360
| -9% | -$409K | 0.17% | 99 |
|
|
2016
Q2 | $4.66M | Hold |
142,912
| – | – | 0.2% | 77 |
|
|
2016
Q1 | $4.23M | Buy |
142,912
+3,320
| +2% | +$98.2K | 0.19% | 91 |
|
|
2015
Q4 | $3.63M | Buy |
139,592
+77,820
| +126% | +$2.02M | 0.17% | 101 |
|
|
2015
Q3 | $1.51M | Hold |
61,772
| – | – | 0.07% | 199 |
|
|
2015
Q2 | $1.51M | Sell |
61,772
-39,988
| -39% | -$980K | 0.07% | 224 |
|
|
2015
Q1 | $2.65M | Sell |
101,760
-25,600
| -20% | -$666K | 0.13% | 135 |
|
|
2014
Q4 | $3.38M | Buy |
127,360
+20,400
| +19% | +$542K | 0.16% | 109 |
|
|
2014
Q3 | $2.51M | Hold |
106,960
| – | – | 0.13% | 127 |
|
|
2014
Q2 | $2.74M | Buy |
106,960
+9,760
| +10% | +$250K | 0.14% | 120 |
|
|
2014
Q1 | $2.32M | Hold |
97,200
| – | – | 0.12% | 132 |
|
|
2013
Q4 | $2.08M | Sell |
97,200
-35,600
| -27% | -$762K | 0.11% | 144 |
|
|
2013
Q3 | $2.66M | Buy |
132,800
+26,400
| +25% | +$529K | 0.16% | 103 |
|
|
2013
Q2 | $2.17M | Buy |
+106,400
| New | +$2.17M | 0.13% | 85 |
|