Spirit of America Management Corp’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 | $3.72M | Buy |
53,575
+3,350
| +7% | +$233K | 0.78% | 36 |
|
|
2025
Q1 | $3.56M | Buy |
50,225
+2,700
| +6% | +$191K | 0.72% | 36 |
|
|
2024
Q4 | $3.41M | Buy |
47,525
+5,150
| +12% | +$369K | 0.69% | 39 |
|
|
2024
Q3 | $3.58M | Buy |
42,375
+3,750
| +10% | +$317K | 0.71% | 35 |
|
|
2024
Q2 | $2.74M | Buy |
38,625
+1,250
| +3% | +$88.5K | 0.55% | 46 |
|
|
2024
Q1 | $2.39M | Sell |
37,375
-3,650
| -9% | -$233K | 0.48% | 57 |
|
|
2023
Q4 | $2.49M | Sell |
41,025
-1,950
| -5% | -$118K | 0.55% | 46 |
|
|
2023
Q3 | $2.46M | Buy |
42,975
+4,200
| +11% | +$241K | 0.56% | 40 |
|
|
2023
Q2 | $2.88M | Buy |
38,775
+5,950
| +18% | +$441K | 0.65% | 40 |
|
|
2023
Q1 | $2.53M | Buy |
32,825
+4,200
| +15% | +$324K | 0.57% | 46 |
|
|
2022
Q4 | $2.39M | Hold |
28,625
| – | – | 0.54% | 49 |
|
|
2022
Q3 | $2.24M | Hold |
28,625
| – | – | 0.53% | 47 |
|
|
2022
Q2 | $2.22M | Sell |
28,625
-5,000
| -15% | -$387K | 0.5% | 53 |
|
|
2022
Q1 | $2.85M | Sell |
33,625
-400
| -1% | -$33.9K | 0.56% | 47 |
|
|
2021
Q4 | $3.18M | Hold |
34,025
| – | – | 0.64% | 45 |
|
|
2021
Q3 | $2.67M | Hold |
34,025
| – | – | 0.58% | 55 |
|
|
2021
Q2 | $2.49M | Buy |
34,025
+1,325
| +4% | +$97.1K | 0.53% | 57 |
|
|
2021
Q1 | $2.47M | Buy |
32,700
+500
| +2% | +$37.8K | 0.58% | 50 |
|
|
2020
Q4 | $2.49M | Buy |
32,200
+400
| +1% | +$30.9K | 0.62% | 47 |
|
|
2020
Q3 | $2.21M | Hold |
31,800
| – | – | 0.6% | 48 |
|
|
2020
Q2 | $1.91M | Buy |
31,800
+2,400
| +8% | +$144K | 0.49% | 51 |
|
|
2020
Q1 | $1.77M | Buy |
29,400
+7,000
| +31% | +$421K | 0.57% | 44 |
|
|
2019
Q4 | $1.36M | Hold |
22,400
| – | – | 0.24% | 96 |
|
|
2019
Q3 | $1.31M | Hold |
22,400
| – | – | 0.21% | 104 |
|
|
2019
Q2 | $1.15M | Hold |
22,400
| – | – | 0.17% | 115 |
|
|
2019
Q1 | $1.08M | Hold |
22,400
| – | – | 0.16% | 121 |
|
|
2018
Q4 | $973K | Hold |
22,400
| – | – | 0.15% | 121 |
|
|
2018
Q3 | $939K | Hold |
22,400
| – | – | 0.12% | 132 |
|
|
2018
Q2 | $935K | Hold |
22,400
| – | – | 0.12% | 137 |
|
|
2018
Q1 | $915K | Hold |
22,400
| – | – | 0.12% | 136 |
|
|
2017
Q4 | $875K | Buy |
22,400
+2,800
| +14% | +$109K | 0.1% | 144 |
|
|
2017
Q3 | $718K | Hold |
19,600
| – | – | 0.08% | 166 |
|
|
2017
Q2 | $687K | Hold |
19,600
| – | – | 0.07% | 175 |
|
|
2017
Q1 | $629K | Hold |
19,600
| – | – | 0.07% | 181 |
|
|
2016
Q4 | $585K | Hold |
19,600
| – | – | 0.07% | 188 |
|
|
2016
Q3 | $599K | Buy |
19,600
+3,200
| +20% | +$97.8K | 0.08% | 182 |
|
|
2016
Q2 | $535K | Hold |
16,400
| – | – | 0.08% | 180 |
|
|
2016
Q1 | $485K | Hold |
16,400
| – | – | 0.09% | 186 |
|
|
2015
Q4 | $426K | Hold |
16,400
| – | – | 0.08% | 200 |
|
|
2015
Q3 | $400K | Hold |
16,400
| – | – | 0.08% | 207 |
|
|
2015
Q2 | $402K | Sell |
16,400
-4,000
| -20% | -$98K | 0.08% | 220 |
|
|
2015
Q1 | $531K | Hold |
20,400
| – | – | 0.11% | 182 |
|
|
2014
Q4 | $542K | Hold |
20,400
| – | – | 0.14% | 168 |
|
|
2014
Q3 | $479K | Hold |
20,400
| – | – | 0.15% | 185 |
|
|
2014
Q2 | $523K | Buy |
20,400
+4,000
| +24% | +$103K | 0.21% | 144 |
|
|
2014
Q1 | $392K | Buy |
+16,400
| New | +$392K | 0.16% | 172 |
|
|
2013
Q4 | – | Sell |
-8,000
| Closed | -$160K | – | 153 |
|
|
2013
Q3 | $160K | Buy |
+8,000
| New | +$160K | 0.06% | 260 |
|