Shelton Capital 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 | $7.46M | Sell |
107,507
-300
| -0.3% | -$20.8K | 0.17% | 122 |
|
|
2025
Q1 | $7.64M | Sell |
107,807
-27,313
| -20% | -$1.94M | 0.18% | 120 |
|
|
2024
Q4 | $9.69M | Sell |
135,120
-217
| -0.2% | -$15.6K | 0.24% | 102 |
|
|
2024
Q3 | $11.4M | Sell |
135,337
-1,618
| -1% | -$137K | 0.29% | 76 |
|
|
2024
Q2 | $9.7M | Buy |
136,955
+51,891
| +61% | +$3.67M | 0.26% | 89 |
|
|
2024
Q1 | $5.44M | Buy |
85,064
+32,000
| +60% | +$2.05M | 0.15% | 148 |
|
|
2023
Q4 | $3.22M | Sell |
53,064
-59,827
| -53% | -$3.63M | 0.1% | 204 |
|
|
2023
Q3 | $6.47M | Buy |
112,891
+116
| +0.1% | +$6.65K | 0.24% | 105 |
|
|
2023
Q2 | $8.37M | Buy |
112,775
+4,585
| +4% | +$340K | 0.3% | 73 |
|
|
2023
Q1 | $8.34M | Buy |
108,190
+73,890
| +215% | +$5.7M | 0.35% | 78 |
|
|
2022
Q4 | $2.87M | Buy |
34,300
+9,167
| +36% | +$766K | 0.3% | 114 |
|
|
2022
Q3 | $1.97M | Sell |
25,133
-27,700
| -52% | -$2.17M | 0.09% | 195 |
|
|
2022
Q2 | $4.09M | Buy |
52,833
+184
| +0.3% | +$14.3K | 0.18% | 128 |
|
|
2022
Q1 | $4.46M | Hold |
52,649
| – | – | 0.16% | 140 |
|
|
2021
Q4 | $4.92M | Sell |
52,649
-225
| -0.4% | -$21K | 0.17% | 129 |
|
|
2021
Q3 | $4.15M | Buy |
52,874
+39,000
| +281% | +$3.06M | 0.16% | 144 |
|
|
2021
Q2 | $1.02M | Hold |
13,874
| – | – | 0.04% | 273 |
|
|
2021
Q1 | $1.05M | Sell |
13,874
-360
| -3% | -$27.2K | 0.04% | 281 |
|
|
2020
Q4 | $1.1M | Sell |
14,234
-25,506
| -64% | -$1.97M | 0.05% | 250 |
|
|
2020
Q3 | $2.76M | Buy |
39,740
+22,292
| +128% | +$1.55M | 0.11% | 192 |
|
|
2020
Q2 | $1.05M | Sell |
17,448
-356
| -2% | -$21.4K | 0.06% | 235 |
|
|
2020
Q1 | $1.07M | Buy |
17,804
+4,000
| +29% | +$241K | 0.08% | 207 |
|
|
2019
Q4 | $836K | Sell |
13,804
-692
| -5% | -$41.9K | 0.05% | 251 |
|
|
2019
Q3 | $844K | Sell |
14,496
-15,600
| -52% | -$908K | 0.05% | 242 |
|
|
2019
Q2 | $1.54M | Buy |
30,096
+24,200
| +410% | +$1.24M | 0.09% | 190 |
|
|
2019
Q1 | $7.62K | Sell |
5,896
-32,200
| -85% | -$41.6K | 0.03% | 473 |
|
|
2018
Q4 | $1.66M | Hold |
38,096
| – | – | 0.11% | 157 |
|
|
2018
Q3 | $1.6M | Sell |
38,096
-6,400
| -14% | -$268K | 0.09% | 184 |
|
|
2018
Q2 | $1.86M | Hold |
44,496
| – | – | 0.12% | 159 |
|
|
2018
Q1 | $1.82M | Sell |
44,496
-3,200
| -7% | -$131K | 0.12% | 160 |
|
|
2017
Q4 | $1.86M | Sell |
47,696
-400
| -0.8% | -$15.6K | 0.12% | 157 |
|
|
2017
Q3 | $1.76M | Hold |
48,096
| – | – | 0.12% | 160 |
|
|
2017
Q2 | $1.69M | Buy |
48,096
+1,420
| +3% | +$49.7K | 0.12% | 166 |
|
|
2017
Q1 | $1.5M | Sell |
46,676
-520
| -1% | -$16.7K | 0.1% | 173 |
|
|
2016
Q4 | $1.41M | Sell |
47,196
-400
| -0.8% | -$12K | 0.11% | 181 |
|
|
2016
Q3 | $1.46M | Sell |
47,596
-620
| -1% | -$19K | 0.12% | 161 |
|
|
2016
Q2 | $1.57M | Sell |
48,216
-10,000
| -17% | -$326K | 0.14% | 131 |
|
|
2016
Q1 | $1.72M | Hold |
58,216
| – | – | 0.16% | 126 |
|
|
2015
Q4 | $1.51M | Hold |
58,216
| – | – | 0.15% | 131 |
|
|
2015
Q3 | $1.42M | Hold |
58,216
| – | – | 0.16% | 134 |
|
|
2015
Q2 | $1.43M | Hold |
58,216
| – | – | 0.15% | 135 |
|
|
2015
Q1 | $1.51M | Hold |
58,216
| – | – | 0.16% | 131 |
|
|
2014
Q4 | $1.55M | Buy |
58,216
+800
| +1% | +$21.3K | 0.18% | 116 |
|
|
2014
Q3 | $1.35M | Hold |
57,416
| – | – | 0.18% | 110 |
|
|
2014
Q2 | $1.47M | Hold |
57,416
| – | – | 0.21% | 98 |
|
|
2014
Q1 | $1.37M | Hold |
57,416
| – | – | 0.2% | 100 |
|
|
2013
Q4 | $1.23M | Hold |
57,416
| – | – | 0.19% | 109 |
|
|
2013
Q3 | $1.15M | Hold |
57,416
| – | – | 0.19% | 105 |
|
|
2013
Q2 | $1.17M | Buy |
+57,416
| New | +$1.17M | 0.21% | 97 |
|