Summit Global Investments’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 | $300K | Sell |
4,316
-9,117
| -68% | -$634K | 0.02% | 392 |
|
|
2025
Q1 | $952K | Buy |
13,433
+10,324
| +332% | +$732K | 0.07% | 179 |
|
|
2024
Q4 | $223K | Buy |
+3,109
| New | +$223K | 0.01% | 493 |
|
|
2024
Q2 | – | Sell |
-19,786
| Closed | -$1.27M | – | 552 |
|
|
2024
Q1 | $1.27M | Buy |
+19,786
| New | +$1.27M | 0.09% | 177 |
|
|
2023
Q1 | – | Sell |
-67,710
| Closed | -$5.66M | – | 555 |
|
|
2022
Q4 | $5.66M | Buy |
67,710
+368
| +0.5% | +$30.8K | 0.48% | 62 |
|
|
2022
Q3 | $5.28M | Buy |
67,342
+574
| +0.9% | +$45K | 0.49% | 58 |
|
|
2022
Q2 | $5.17M | Buy |
66,768
+641
| +1% | +$49.7K | 0.46% | 60 |
|
|
2022
Q1 | $5.6M | Buy |
66,127
+32,791
| +98% | +$2.78M | 0.41% | 68 |
|
|
2021
Q4 | $3.11M | Buy |
+33,336
| New | +$3.11M | 0.2% | 102 |
|
|
2018
Q2 | – | Sell |
-18,872
| Closed | -$771K | – | 300 |
|
|
2018
Q1 | $771K | Sell |
18,872
-540
| -3% | -$22.1K | 0.12% | 88 |
|
|
2017
Q4 | $758K | Sell |
19,412
-14,732
| -43% | -$575K | 0.12% | 111 |
|
|
2017
Q3 | $1.25M | Buy |
34,144
+17,796
| +109% | +$652K | 0.2% | 72 |
|
|
2017
Q2 | $573K | Buy |
+16,348
| New | +$573K | 0.17% | 116 |
|