SevenBridge Financial Group’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 | $2.55M | Buy |
35,514
+11,065
| +45% | +$795K | 0.45% | 76 |
|
|
2025
Q1 | $1.7M | Buy |
24,449
+16,238
| +198% | +$1.13M | 0.34% | 91 |
|
|
2024
Q4 | $577K | Buy |
8,211
+1,633
| +25% | +$115K | 0.11% | 133 |
|
|
2024
Q3 | $499K | Hold |
6,578
| – | – | 0.1% | 146 |
|
|
2024
Q2 | $506K | Sell |
6,578
-92
| -1% | -$7.08K | 0.11% | 134 |
|
|
2024
Q1 | $468K | Sell |
6,670
-522
| -7% | -$36.6K | 0.11% | 131 |
|
|
2023
Q4 | $437K | Sell |
7,192
-42,270
| -85% | -$2.57M | 0.1% | 135 |
|
|
2023
Q3 | $2.83M | Buy |
49,462
+11,783
| +31% | +$675K | 0.73% | 43 |
|
|
2023
Q2 | $2.8M | Buy |
37,679
+766
| +2% | +$56.8K | 0.72% | 44 |
|
|
2023
Q1 | $2.85M | Buy |
36,913
+18,573
| +101% | +$1.43M | 0.78% | 40 |
|
|
2022
Q4 | $1.53M | Buy |
18,340
+118
| +0.6% | +$9.87K | 0.45% | 59 |
|
|
2022
Q3 | $1.43M | Sell |
18,222
-56
| -0.3% | -$4.39K | 0.48% | 55 |
|
|
2022
Q2 | $1.42M | Sell |
18,278
-604
| -3% | -$46.8K | 0.57% | 53 |
|
|
2022
Q1 | $1.6M | Sell |
18,882
-184
| -1% | -$15.6K | 0.56% | 48 |
|
|
2021
Q4 | $1.78M | Sell |
19,066
-374
| -2% | -$34.9K | 0.54% | 51 |
|
|
2021
Q3 | $1.53M | Buy |
19,440
+28
| +0.1% | +$2.2K | 0.51% | 56 |
|
|
2021
Q2 | $1.42M | Buy |
19,412
+260
| +1% | +$19.1K | 0.46% | 65 |
|
|
2021
Q1 | $1.45M | Sell |
19,152
-76
| -0.4% | -$5.75K | 0.53% | 55 |
|
|
2020
Q4 | $1.48M | Hold |
19,228
| – | – | 0.58% | 51 |
|
|
2020
Q3 | $1.33M | Sell |
19,228
-460
| -2% | -$31.9K | 0.61% | 53 |
|
|
2020
Q2 | $1.18M | Hold |
19,688
| – | – | 0.59% | 52 |
|
|
2020
Q1 | $1.18M | Sell |
19,688
-280
| -1% | -$16.8K | 0.69% | 48 |
|
|
2019
Q4 | $1.21M | Hold |
19,968
| – | – | 0.32% | 55 |
|
|
2019
Q3 | $1.16M | Hold |
19,968
| – | – | 0.61% | 51 |
|
|
2019
Q2 | $1.02M | Sell |
19,968
-516
| -3% | -$26.4K | 0.37% | 52 |
|
|
2019
Q1 | $990K | Buy |
20,484
+24
| +0.1% | +$1.16K | 0.37% | 55 |
|
|
2018
Q4 | $889K | Buy |
20,460
+180
| +0.9% | +$7.82K | 0.54% | 50 |
|
|
2018
Q3 | $850K | Buy |
20,280
+1,424
| +8% | +$59.7K | 0.45% | 63 |
|
|
2018
Q2 | $787K | Buy |
18,856
+5,728
| +44% | +$239K | 0.44% | 68 |
|
|
2018
Q1 | $536K | Buy |
13,128
+3,264
| +33% | +$133K | 0.31% | 81 |
|
|
2017
Q4 | $385K | Sell |
9,864
-716
| -7% | -$27.9K | 0.21% | 97 |
|
|
2017
Q3 | $388K | Sell |
10,580
-640
| -6% | -$23.5K | 0.22% | 98 |
|
|
2017
Q2 | $393K | Buy |
11,220
+1,432
| +15% | +$50.2K | 0.24% | 92 |
|
|
2017
Q1 | $315K | Sell |
9,788
-4,564
| -32% | -$147K | 0.21% | 97 |
|
|
2016
Q4 | $447K | Hold |
14,352
| – | – | 0.32% | 75 |
|
|
2016
Q3 | $447K | Sell |
14,352
-37,248
| -72% | -$1.16M | 0.33% | 75 |
|
|
2016
Q2 | $1.68M | Sell |
51,600
-143,424
| -74% | -$4.68M | 1.18% | 16 |
|
|
2016
Q1 | $412K | Buy |
+195,024
| New | +$412K | 0.04% | 71 |
|