Strategy Asset Managers’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 | $343K | Sell |
4,947
-687
| -12% | -$47.7K | 0.06% | 183 |
|
2025
Q1 | $399K | Buy |
5,634
+41
| +0.7% | +$2.91K | 0.08% | 165 |
|
2024
Q4 | $401K | Buy |
5,593
+253
| +5% | +$18.1K | 0.08% | 158 |
|
2024
Q3 | $451K | Sell |
5,340
-533
| -9% | -$45.1K | 0.09% | 157 |
|
2024
Q2 | $436K | Buy |
5,873
+358
| +6% | +$26.6K | 0.1% | 144 |
|
2024
Q1 | $352K | Buy |
5,515
+975
| +21% | +$62.3K | 0.08% | 162 |
|
2023
Q4 | $276K | Sell |
4,540
-1,353
| -23% | -$82.2K | 0.07% | 189 |
|
2023
Q3 | $338K | Buy |
5,893
+20
| +0.3% | +$1.15K | 0.09% | 151 |
|
2023
Q2 | $436K | Buy |
5,873
+838
| +17% | +$62.2K | 0.1% | 144 |
|
2023
Q1 | $388K | Sell |
5,035
-1,633
| -24% | -$126K | 0.09% | 151 |
|
2022
Q4 | $557K | Sell |
6,668
-105
| -2% | -$8.77K | 0.14% | 128 |
|
2022
Q3 | $531K | Buy |
+6,773
| New | +$531K | 0.14% | 129 |
|
2022
Q2 | – | Sell |
-3,346
| Closed | -$283K | – | 223 |
|
2022
Q1 | $283K | Buy |
+3,346
| New | +$283K | 0.06% | 209 |
|
2021
Q4 | – | Sell |
-3,273
| Closed | -$257K | – | 225 |
|
2021
Q3 | $257K | Sell |
3,273
-26
| -0.8% | -$2.04K | 0.06% | 228 |
|
2021
Q2 | $242K | Buy |
3,299
+451
| +16% | +$33.1K | 0.05% | 244 |
|
2021
Q1 | $215K | Sell |
2,848
-6,557
| -70% | -$495K | 0.05% | 237 |
|
2020
Q4 | $725K | Buy |
9,405
+1,433
| +18% | +$110K | 0.17% | 100 |
|
2020
Q3 | $553K | Sell |
7,972
-12,768
| -62% | -$886K | 0.14% | 124 |
|
2020
Q2 | $1.25M | Buy |
20,740
+2,828
| +16% | +$170K | 0.33% | 57 |
|
2020
Q1 | $1.08M | Sell |
17,912
-584
| -3% | -$35.1K | 0.35% | 57 |
|
2019
Q4 | $1.12M | Buy |
18,496
+5,292
| +40% | +$320K | 0.28% | 63 |
|
2019
Q3 | $769K | Sell |
13,204
-628
| -5% | -$36.6K | 0.23% | 66 |
|
2019
Q2 | $708K | Sell |
13,832
-38,312
| -73% | -$1.96M | 0.2% | 80 |
|
2019
Q1 | $2.52M | Sell |
52,144
-9,320
| -15% | -$450K | 0.57% | 59 |
|
2018
Q4 | $2.67M | Sell |
61,464
-1,840
| -3% | -$80K | 0.65% | 39 |
|
2018
Q3 | $2.65M | Buy |
+63,304
| New | +$2.65M | 0.54% | 68 |
|