Stamos Capital Partners’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 | $11M | Buy |
159,154
+71,989
| +83% | +$5M | 1.98% | 9 |
|
|
2025
Q1 | $6.18M | Sell |
87,165
-24,855
| -22% | -$1.76M | 1.62% | 10 |
|
|
2024
Q4 | $8.03M | Buy |
112,020
+52,800
| +89% | +$3.79M | 1.88% | 9 |
|
|
2024
Q3 | $5.01M | Sell |
59,220
-12,180
| -17% | -$1.03M | 1.18% | 24 |
|
|
2024
Q2 | $5.06M | Sell |
71,400
-15,630
| -18% | -$1.11M | 1.07% | 22 |
|
|
2024
Q1 | $5.56M | Buy |
87,030
+1,050
| +1% | +$67.1K | 1.26% | 17 |
|
|
2023
Q4 | $5.22M | Sell |
85,980
-64,360
| -43% | -$3.91M | 1.42% | 19 |
|
|
2023
Q3 | $8.61M | Buy |
150,340
+71,390
| +90% | +$4.09M | 1.92% | 13 |
|
|
2023
Q2 | $5.86M | Buy |
78,950
+11,430
| +17% | +$848K | 1.37% | 19 |
|
|
2023
Q1 | $5.2M | Buy |
67,520
+23,580
| +54% | +$1.82M | 1.34% | 21 |
|
|
2022
Q4 | $3.67M | Sell |
43,940
-24,990
| -36% | -$2.09M | 1.16% | 24 |
|
|
2022
Q3 | $5.41M | Buy |
68,930
+42,730
| +163% | +$3.35M | 1.37% | 24 |
|
|
2022
Q2 | $2.03M | Buy |
26,200
+1,500
| +6% | +$116K | 0.61% | 38 |
|
|
2022
Q1 | $2.09M | Buy |
+24,700
| New | +$2.09M | 0.7% | 40 |
|
|
2021
Q1 | – | Sell |
-4,000
| Closed | -$309K | – | 51 |
|
|
2020
Q4 | $309K | Hold |
4,000
| – | – | 0.13% | 53 |
|
|
2020
Q3 | $278K | Hold |
4,000
| – | – | 0.1% | 62 |
|
|
2020
Q2 | $240K | Sell |
4,000
-8,248
| -67% | -$495K | 0.14% | 49 |
|
|
2020
Q1 | $737K | Buy |
12,248
+8,108
| +196% | +$488K | 0.39% | 68 |
|
|
2019
Q4 | $251K | Sell |
4,140
-660
| -14% | -$40K | 0.2% | 48 |
|
|
2019
Q3 | $280K | Hold |
4,800
| – | – | 0.25% | 37 |
|
|
2019
Q2 | $245K | Sell |
4,800
-4,400
| -48% | -$225K | 0.25% | 49 |
|
|
2019
Q1 | $431K | Hold |
9,200
| – | – | 0.55% | 47 |
|
|
2018
Q4 | $400K | Buy |
+9,200
| New | +$400K | 0.3% | 62 |
|