Summitry LLC’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 | $350K | Buy |
5,039
+192
| +4% | +$13.3K | 0.02% | 119 |
|
|
2025
Q1 | $344K | Sell |
4,847
-73
| -1% | -$5.18K | 0.02% | 107 |
|
|
2024
Q4 | $353K | Buy |
4,920
+221
| +5% | +$15.8K | 0.02% | 99 |
|
|
2024
Q3 | $397K | Sell |
4,699
-187
| -4% | -$15.8K | 0.02% | 90 |
|
|
2024
Q2 | $346K | Sell |
4,886
-160
| -3% | -$11.3K | 0.02% | 84 |
|
|
2024
Q1 | $322K | Sell |
5,046
-130
| -3% | -$8.31K | 0.02% | 84 |
|
|
2023
Q4 | $314K | Buy |
5,176
+492
| +11% | +$29.9K | 0.02% | 81 |
|
|
2023
Q3 | $268K | Sell |
4,684
-111
| -2% | -$6.36K | 0.02% | 80 |
|
|
2023
Q2 | $356K | Hold |
4,795
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $370K | Sell |
4,795
-198
| -4% | -$15.3K | 0.02% | 71 |
|
|
2022
Q4 | $417K | Buy |
4,993
+981
| +24% | +$82K | 0.03% | 72 |
|
|
2022
Q3 | $315K | Buy |
4,012
+12
| +0.3% | +$942 | 0.02% | 76 |
|
|
2022
Q2 | $310K | Sell |
4,000
-92
| -2% | -$7.13K | 0.02% | 68 |
|
|
2022
Q1 | $347K | Buy |
4,092
+92
| +2% | +$7.8K | 0.02% | 73 |
|
|
2021
Q4 | $373K | Buy |
+4,000
| New | +$373K | 0.02% | 72 |
|
|
2021
Q2 | – | Sell |
-4,000
| Closed | -$302K | – | 79 |
|
|
2021
Q1 | $302K | Hold |
4,000
| – | – | 0.02% | 76 |
|
|
2020
Q4 | $309K | Sell |
4,000
-304
| -7% | -$23.5K | 0.02% | 75 |
|
|
2020
Q3 | $299K | Hold |
4,304
| – | – | 0.02% | 75 |
|
|
2020
Q2 | $258K | Buy |
4,304
+304
| +8% | +$18.2K | 0.02% | 76 |
|
|
2020
Q1 | $241K | Hold |
4,000
| – | – | 0.02% | 78 |
|
|
2019
Q4 | $242K | Hold |
4,000
| – | – | 0.02% | 73 |
|
|
2019
Q3 | $233K | Hold |
4,000
| – | – | 0.02% | 80 |
|
|
2019
Q2 | $205K | Buy |
+4,000
| New | +$205K | 0.02% | 84 |
|
|
2014
Q2 | – | Sell |
-8,800
| Closed | -$210K | – | 70 |
|
|
2014
Q1 | $210K | Sell |
8,800
-1,600
| -15% | -$38.2K | 0.03% | 68 |
|
|
2013
Q4 | $223K | Hold |
10,400
| – | – | 0.03% | 72 |
|
|
2013
Q3 | $208K | Hold |
10,400
| – | – | 0.03% | 67 |
|
|
2013
Q2 | $212K | Buy |
+10,400
| New | +$212K | 0.03% | 65 |
|