Successful Portfolios’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 | $781K | Buy |
11,251
+1
| +0% | +$69 | 0.48% | 46 |
|
|
2025
Q1 | $797K | Buy |
11,250
+2
| +0% | +$142 | 0.54% | 44 |
|
|
2024
Q4 | $806K | Sell |
11,248
-22
| -0.2% | -$1.58K | 0.54% | 42 |
|
|
2024
Q3 | $953K | Sell |
11,270
-143
| -1% | -$12.1K | 0.64% | 39 |
|
|
2024
Q2 | $808K | Sell |
11,413
-1,006
| -8% | -$71.2K | 0.56% | 42 |
|
|
2024
Q1 | $794K | Sell |
12,419
-8
| -0.1% | -$511 | 0.54% | 45 |
|
|
2023
Q4 | $755K | Sell |
12,427
-66
| -0.5% | -$4.01K | 0.56% | 45 |
|
|
2023
Q3 | $716K | Sell |
12,493
-31
| -0.2% | -$1.78K | 0.63% | 41 |
|
|
2023
Q2 | $929K | Sell |
12,524
-3,198
| -20% | -$237K | 0.8% | 32 |
|
|
2023
Q1 | $1.21M | Sell |
15,722
-248
| -2% | -$19.1K | 0.76% | 35 |
|
|
2022
Q4 | $1.34M | Buy |
15,970
+296
| +2% | +$24.7K | 0.87% | 25 |
|
|
2022
Q3 | $1.23M | Buy |
15,674
+37
| +0.2% | +$2.9K | 0.89% | 26 |
|
|
2022
Q2 | $1.21M | Buy |
15,637
+1,171
| +8% | +$90.7K | 0.81% | 27 |
|
|
2022
Q1 | $1.23M | Sell |
14,466
-5
| -0% | -$423 | 0.7% | 35 |
|
|
2021
Q4 | $1.35M | Buy |
14,471
+1
| +0% | +$93 | 0.73% | 32 |
|
|
2021
Q3 | $1.14M | Buy |
14,470
+1
| +0% | +$79 | 0.68% | 38 |
|
|
2021
Q2 | $1.06M | Buy |
14,469
+431
| +3% | +$31.6K | 0.64% | 38 |
|
|
2021
Q1 | $1.06M | Buy |
14,038
+280
| +2% | +$21.2K | 0.7% | 37 |
|
|
2020
Q4 | $1.06M | Sell |
13,758
-790
| -5% | -$60.9K | 0.76% | 32 |
|
|
2020
Q3 | $1.01M | Sell |
14,548
-40
| -0.3% | -$2.77K | 0.81% | 31 |
|
|
2020
Q2 | $876K | Buy |
14,588
+400
| +3% | +$24K | 0.77% | 32 |
|
|
2020
Q1 | $853K | Buy |
14,188
+244
| +2% | +$14.7K | 0.86% | 28 |
|
|
2019
Q4 | $844K | Hold |
13,944
| – | – | 0.75% | 36 |
|
|
2019
Q3 | $812K | Buy |
13,944
+940
| +7% | +$54.7K | 0.76% | 36 |
|
|
2019
Q2 | $666K | Hold |
13,004
| – | – | 0.71% | 40 |
|
|
2019
Q1 | $628K | Buy |
13,004
+20
| +0.2% | +$966 | 0.69% | 44 |
|
|
2018
Q4 | $564K | Hold |
12,984
| – | – | 0.72% | 43 |
|
|
2018
Q3 | $544K | Sell |
12,984
-8
| -0.1% | -$335 | 0.59% | 49 |
|
|
2018
Q2 | $543K | Hold |
12,992
| – | – | 0.63% | 46 |
|
|
2018
Q1 | $530K | Sell |
12,992
-8,000
| -38% | -$326K | 0.64% | 46 |
|
|
2017
Q4 | $820K | Buy |
+20,992
| New | +$820K | 1.02% | 26 |
|