Sustainable Insight Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,100
| Closed | -$1.45M | – | 85 |
|
|
2024
Q3 | $1.45M | Sell |
17,100
-12,600
| -42% | -$1.07M | 0.66% | 32 |
|
|
2024
Q2 | $2.1M | Buy |
+29,700
| New | +$2.1M | 1.05% | 28 |
|
|
2023
Q2 | – | Sell |
-3,800
| Closed | -$293K | – | 80 |
|
|
2023
Q1 | $293K | Buy |
3,800
+900
| +31% | +$69.4K | 0.29% | 62 |
|
|
2022
Q4 | $242K | Buy |
2,900
+300
| +12% | +$25.1K | 0.27% | 85 |
|
|
2022
Q3 | $204K | Sell |
2,600
-10,500
| -80% | -$824K | 0.24% | 95 |
|
|
2022
Q2 | $1.05M | Buy |
13,100
+9,000
| +220% | +$723K | 1.05% | 30 |
|
|
2022
Q1 | $347K | Buy |
4,100
+796
| +24% | +$67.4K | 0.25% | 69 |
|
|
2021
Q4 | $308K | Sell |
3,304
-13,671
| -81% | -$1.27M | 0.17% | 83 |
|
|
2021
Q3 | $1.33M | Buy |
16,975
+5,575
| +49% | +$438K | 0.86% | 28 |
|
|
2021
Q2 | $835K | Buy |
+11,400
| New | +$835K | 0.49% | 39 |
|
|
2021
Q1 | – | Sell |
-8,000
| Closed | -$617K | – | 127 |
|
|
2020
Q4 | $617K | Buy |
+8,000
| New | +$617K | 0.42% | 43 |
|
|
2020
Q1 | $1.12M | Buy |
+18,668
| New | +$1.12M | 1.57% | 23 |
|