Stableford Capital II’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 | $975K | Buy |
13,576
+402
| +3% | +$28.9K | 0.37% | 81 |
|
2025
Q1 | $874K | Buy |
13,174
+1,929
| +17% | +$128K | 0.37% | 72 |
|
2024
Q4 | $806K | Sell |
11,245
-196
| -2% | -$14.1K | 0.32% | 96 |
|
2024
Q3 | $937K | Sell |
11,441
-1,967
| -15% | -$161K | 0.37% | 97 |
|
2024
Q2 | $951K | Sell |
13,408
-593
| -4% | -$42K | 0.37% | 89 |
|
2024
Q1 | $895K | Buy |
14,001
+102
| +0.7% | +$6.52K | 0.36% | 91 |
|
2023
Q4 | $844K | Sell |
13,899
-287
| -2% | -$17.4K | 0.36% | 86 |
|
2023
Q3 | $817K | Buy |
14,186
+2,958
| +26% | +$170K | 0.38% | 60 |
|
2023
Q2 | $767K | Buy |
+11,228
| New | +$767K | 0.34% | 76 |
|
2023
Q1 | – | Sell |
-9,263
| Closed | -$779K | – | 128 |
|
2022
Q4 | $779K | Buy |
9,263
+55
| +0.6% | +$4.62K | 0.42% | 72 |
|
2022
Q3 | $660K | Sell |
9,208
-685
| -7% | -$49.1K | 0.32% | 80 |
|
2022
Q2 | $870K | Sell |
9,893
-6,515
| -40% | -$573K | 0.4% | 57 |
|
2022
Q1 | $1.43M | Buy |
16,408
+137
| +0.8% | +$11.9K | 0.6% | 36 |
|
2021
Q4 | $1.33M | Buy |
16,271
+1,001
| +7% | +$82K | 0.56% | 38 |
|
2021
Q3 | $1.24M | Sell |
15,270
-1,082
| -7% | -$88.1K | 0.63% | 35 |
|
2021
Q2 | $1.2M | Buy |
16,352
+726
| +5% | +$53.2K | 0.57% | 41 |
|
2021
Q1 | $1.18M | Buy |
15,626
+7,013
| +81% | +$530K | 0.6% | 39 |
|
2020
Q4 | $664K | Buy |
+8,613
| New | +$664K | 0.39% | 69 |
|
2020
Q1 | – | Sell |
-5,784
| Closed | -$350K | – | 90 |
|
2019
Q4 | $350K | Buy |
5,784
+24
| +0.4% | +$1.45K | 0.32% | 70 |
|
2019
Q3 | $336K | Sell |
5,760
-856
| -13% | -$49.9K | 0.32% | 59 |
|
2019
Q2 | $339K | Sell |
6,616
-1,168
| -15% | -$59.8K | 0.33% | 59 |
|
2019
Q1 | $376K | Sell |
7,784
-3,756
| -33% | -$181K | 0.31% | 60 |
|
2018
Q4 | $501K | Sell |
11,540
-2,816
| -20% | -$122K | 0.53% | 48 |
|
2018
Q3 | $602K | Sell |
14,356
-868
| -6% | -$36.4K | 0.4% | 55 |
|
2018
Q2 | $636K | Buy |
15,224
+192
| +1% | +$8.02K | 0.41% | 46 |
|
2018
Q1 | $614K | Sell |
15,032
-56
| -0.4% | -$2.29K | 0.43% | 47 |
|
2017
Q4 | $589K | Buy |
15,088
+856
| +6% | +$33.4K | 0.4% | 54 |
|
2017
Q3 | $521K | Buy |
14,232
+2,588
| +22% | +$94.7K | 0.38% | 60 |
|
2017
Q2 | $408K | Buy |
11,644
+2,556
| +28% | +$89.6K | 0.33% | 66 |
|
2017
Q1 | $292K | Buy |
+9,088
| New | +$292K | 0.25% | 82 |
|