SlateStone Wealth’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 | $10.6M | Buy |
152,715
+1,783
| +1% | +$124K | 0.99% | 29 |
|
|
2025
Q1 | $10.7M | Sell |
150,932
-766
| -0.5% | -$54.3K | 1.07% | 29 |
|
|
2024
Q4 | $10.9M | Buy |
151,698
+3,575
| +2% | +$256K | 1.07% | 25 |
|
|
2024
Q3 | $12.5M | Buy |
148,123
+44,898
| +43% | +$3.8M | 1.13% | 21 |
|
|
2024
Q2 | $7.31M | Sell |
103,225
-34,373
| -25% | -$2.43M | 0.79% | 34 |
|
|
2024
Q1 | $8.79M | Buy |
137,598
+55,792
| +68% | +$3.57M | 0.88% | 32 |
|
|
2023
Q4 | $4.97M | Buy |
81,806
+1,357
| +2% | +$82.4K | 0.64% | 45 |
|
|
2023
Q3 | $4.61M | Buy |
80,449
+60,137
| +296% | +$3.45M | 0.67% | 42 |
|
|
2023
Q2 | $1.51M | Sell |
20,312
-635
| -3% | -$47.1K | 0.28% | 73 |
|
|
2023
Q1 | $1.62M | Buy |
20,947
+2,892
| +16% | +$223K | 0.33% | 72 |
|
|
2022
Q4 | $1.51M | Buy |
18,055
+5,071
| +39% | +$424K | 0.36% | 65 |
|
|
2022
Q3 | $1.02M | Buy |
12,984
+639
| +5% | +$50.1K | 0.27% | 78 |
|
|
2022
Q2 | $956K | Buy |
12,345
+718
| +6% | +$55.6K | 0.24% | 80 |
|
|
2022
Q1 | $985K | Sell |
11,627
-3,054
| -21% | -$259K | 0.22% | 76 |
|
|
2021
Q4 | $1.37M | Buy |
14,681
+288
| +2% | +$26.9K | 0.29% | 70 |
|
|
2021
Q3 | $1.13M | Buy |
14,393
+750
| +5% | +$58.9K | 0.26% | 80 |
|
|
2021
Q2 | $1M | Buy |
13,643
+4,806
| +54% | +$352K | 0.23% | 86 |
|
|
2021
Q1 | $668K | Sell |
8,837
-663
| -7% | -$50.1K | 0.17% | 97 |
|
|
2020
Q4 | $733K | Sell |
9,500
-17,788
| -65% | -$1.37M | 0.18% | 98 |
|
|
2020
Q3 | $1.89M | Buy |
27,288
+392
| +1% | +$27.2K | 0.41% | 66 |
|
|
2020
Q2 | $1.62M | Buy |
26,896
+3,100
| +13% | +$186K | 0.36% | 73 |
|
|
2020
Q1 | $1.43M | Sell |
23,796
-584
| -2% | -$35.1K | 0.41% | 64 |
|
|
2019
Q4 | $1.48M | Buy |
24,380
+5,588
| +30% | +$338K | 0.34% | 81 |
|
|
2019
Q3 | $1.1M | Sell |
18,792
-24
| -0.1% | -$1.4K | 0.32% | 77 |
|
|
2019
Q2 | $964K | Buy |
18,816
+960
| +5% | +$49.2K | 0.27% | 82 |
|
|
2019
Q1 | $863K | Buy |
17,856
+3,088
| +21% | +$149K | 0.27% | 77 |
|
|
2018
Q4 | $642K | Buy |
+14,768
| New | +$642K | 0.3% | 66 |
|