Shufro Rose & 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 | $247K | Hold |
3,484
| – | – | 0.02% | 254 |
|
|
2025
Q1 | $247K | Hold |
3,484
| – | – | 0.02% | 257 |
|
|
2024
Q4 | $250K | Sell |
3,484
-537
| -13% | -$38.5K | 0.02% | 246 |
|
|
2024
Q3 | $285K | Hold |
4,021
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $285K | Buy |
4,021
+493
| +14% | +$34.9K | 0.02% | 241 |
|
|
2024
Q1 | $225K | Hold |
3,528
| – | – | 0.02% | 262 |
|
|
2023
Q4 | $202K | Hold |
3,528
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $202K | Hold |
3,528
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $262K | Sell |
3,528
-164
| -4% | -$12.2K | 0.02% | 241 |
|
|
2023
Q1 | $285K | Sell |
3,692
-592
| -14% | -$45.6K | 0.03% | 235 |
|
|
2022
Q4 | $358K | Sell |
4,284
-1,484
| -26% | -$124K | 0.03% | 208 |
|
|
2022
Q3 | $452K | Buy |
5,768
+84
| +1% | +$6.58K | 0.05% | 174 |
|
|
2022
Q2 | $440K | Hold |
5,684
| – | – | 0.04% | 181 |
|
|
2022
Q1 | $481K | Sell |
5,684
-35
| -0.6% | -$2.96K | 0.04% | 186 |
|
|
2021
Q4 | $534K | Hold |
5,719
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $449K | Buy |
5,719
+2,323
| +68% | +$182K | 0.04% | 180 |
|
|
2021
Q2 | $249K | Sell |
3,396
-30
| -0.9% | -$2.2K | 0.02% | 242 |
|
|
2021
Q1 | $259K | Sell |
3,426
-106
| -3% | -$8.01K | 0.02% | 234 |
|
|
2020
Q4 | $272K | Buy |
+3,532
| New | +$272K | 0.02% | 220 |
|
|
2020
Q2 | – | Sell |
-3,528
| Closed | -$212K | – | 288 |
|
|
2020
Q1 | $212K | Sell |
3,528
-880
| -20% | -$52.9K | 0.03% | 234 |
|
|
2019
Q4 | $267K | Hold |
4,408
| – | – | 0.02% | 236 |
|
|
2019
Q3 | $257K | Hold |
4,408
| – | – | 0.03% | 245 |
|
|
2019
Q2 | $226K | Buy |
+4,408
| New | +$226K | 0.02% | 254 |
|