Sumitomo Mitsui DS Asset Management’s NextEra Energy NEE Stock Holding History

Sumitomo Mitsui DS Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.6M	Sell	523,005 -45,575	-8%	-$4.05M	0.39%	51
2025 Q4	$45.6M	Buy	568,580 +147,953	+35%	+$12.3M	0.36%	57
2025 Q3	$31.8M	Buy	420,627 +2,936	+0.7%	+$215K	0.26%	73
2025 Q2	$29M	Buy	417,691 +9,424	+2%	+$655K	0.26%	74
2025 Q1	$28.9M	Buy	408,267 +9,380	+2%	+$662K	0.3%	67
2024 Q4	$28.6M	Buy	398,887 +15,627	+4%	+$1.21M	0.29%	69
2024 Q3	$32.4M	Buy	383,260 +8,932	+2%	+$697K	0.35%	62
2024 Q2	$26.5M	Sell	374,328 -7,140	-2%	-$507K	0.31%	65
2024 Q1	$24.4M	Buy	381,468 +15,082	+4%	+$884K	0.3%	69
2023 Q4	$22.3M	Sell	366,386 -6,521	-2%	-$372K	0.29%	73
2023 Q3	$21.4M	Sell	372,907 -349	-0.1%	-$24.2K	0.33%	64
2023 Q2	$27.7M	Buy	373,256 +18,892	+5%	+$1.43M	0.42%	53
2023 Q1	$27.3M	Sell	354,364 -10,500	-3%	-$807K	0.49%	48
2022 Q4	$30.5M	Buy	364,864 +3,357	+0.9%	+$271K	0.62%	39
2022 Q3	$28.3M	Buy	361,507 +13,213	+4%	+$1.12M	0.65%	32
2022 Q2	$27M	Sell	348,294 -15,078	-4%	-$1.15M	0.65%	32
2022 Q1	$30.8M	Buy	363,372 +336	+0.1%	+$26.9K	0.65%	32
2021 Q4	$33.9M	Sell	363,036 -3,487	-1%	-$301K	0.71%	25
2021 Q3	$28.8M	Buy	366,523 +22,829	+7%	+$1.84M	0.68%	30
2021 Q2	$25.2M	Buy	343,694 +21,472	+7%	+$1.61M	0.6%	35
2021 Q1	$24.4M	Sell	322,222 -5,021	-2%	-$392K	0.64%	32
2020 Q4	$25.2M	Buy	327,243 +9,591	+3%	+$717K	0.72%	26
2020 Q3	$22M	Buy	317,652 +988	+0.3%	+$68.2K	0.7%	29
2020 Q2	$19M	Sell	316,664 -520	-0.2%	-$31.1K	0.66%	33
2020 Q1	$19.1M	Sell	317,184 -40,468	-11%	-$2.54M	0.79%	26
2019 Q4	$21.7M	Sell	357,652 -69,524	-16%	-$4.06M	0.73%	30
2019 Q3	$24.9M	Sell	427,176 -51,740	-11%	-$2.8M	0.93%	22
2019 Q2	$24.5M	Buy	478,916 +296,300	+162%	+$14.6M	0.99%	21
2019 Q1	$8.82M	Buy	182,616 +7,712	+4%	+$353K	0.15%	139
2018 Q4	$7.6M	Buy	174,904 +7,744	+5%	+$339K	0.14%	144
2018 Q3	$7M	Sell	167,160 -1,260	-0.7%	-$53.6K	0.11%	157
2018 Q2	$7.03M	Buy	168,420 +30,024	+22%	+$1.21M	0.11%	153
2018 Q1	$5.65M	Buy	138,396 +3,644	+3%	+$141K	0.08%	183
2017 Q4	$5.26M	Sell	134,752 -8,912	-6%	-$344K	0.08%	203
2017 Q3	$5.26M	Sell	143,664 -4,956	-3%	-$182K	0.08%	201
2017 Q2	$5.21M	Sell	148,620 -98,280	-40%	-$3.36M	0.08%	210
2017 Q1	$7.92M	Sell	246,900 -10,044	-4%	-$316K	0.13%	157
2016 Q4	$7.67M	Buy	256,944 +13,768	+6%	+$411K	0.15%	157
2016 Q3	$7.44M	Buy	243,176 +9,476	+4%	+$299K	0.16%	159
2016 Q2	$7.62M	Buy	233,700 +47,692	+26%	+$1.43M	0.23%	120
2016 Q1	$5.5M	Sell	186,008 -153,432	-45%	-$4.31M	0.17%	147
2015 Q4	$8.82M	Sell	339,440 -33,828	-9%	-$856K	0.3%	104
2015 Q3	$9.1M	Sell	373,268 -36,380	-9%	-$925K	0.31%	105
2015 Q2	$10M	Buy	409,648 +86,912	+27%	+$2.21M	0.32%	95
2015 Q1	$8.39M	Sell	322,736 -99,184	-24%	-$2.62M	0.26%	120
2014 Q4	$11.2M	Sell	421,920 -79,296	-16%	-$2M	0.34%	84
2014 Q3	$11.8M	Sell	501,216 -24,344	-5%	-$588K	0.36%	81
2014 Q2	$13.5M	Buy	525,560 +337,504	+179%	+$8.21M	0.38%	75
2014 Q1	$4.5M	Sell	188,056 -150,988	-45%	-$3.42M	0.13%	159
2013 Q4	$7.26M	Sell	339,044 -67,972	-17%	-$1.43M	0.21%	110
2013 Q3	$8.16M	Sell	407,016 -196,032	-33%	-$4.05M	0.23%	101
2013 Q2	$12.3M	Buy	+603,048	New	+$12M	0.35%	68