TAM
Taurus Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.4M | Sell |
245,160
-2,990
| -1% | -$212K | 1.76% | 24 |
|
|
2024
Q4 | $17.8M | Sell |
248,150
-16,605
| -6% | -$1.19M | 1.73% | 23 |
|
|
2024
Q3 | $22.4M | Sell |
264,755
-11,085
| -4% | -$937K | 2.18% | 18 |
|
|
2024
Q2 | $19.5M | Sell |
275,840
-2,300
| -0.8% | -$163K | 1.98% | 20 |
|
|
2024
Q1 | $17.8M | Sell |
278,140
-5,461
| -2% | -$349K | 1.8% | 27 |
|
|
2023
Q4 | $17.2M | Sell |
283,601
-8,409
| -3% | -$511K | 1.86% | 26 |
|
|
2023
Q3 | $16.7M | Buy |
292,010
+3,075
| +1% | +$176K | 2.03% | 23 |
|
|
2023
Q2 | $21.4M | Buy |
288,935
+2,734
| +1% | +$203K | 2.49% | 13 |
|
|
2023
Q1 | $22.1M | Buy |
286,201
+95,183
| +50% | +$7.34M | 2.7% | 11 |
|
|
2022
Q4 | $16M | Sell |
191,018
-1,060
| -0.6% | -$88.6K | 2.03% | 21 |
|
|
2022
Q3 | $15.1M | Sell |
192,078
-5,475
| -3% | -$429K | 2.02% | 20 |
|
|
2022
Q2 | $15.3M | Buy |
197,553
+177,264
| +874% | +$13.7M | 1.89% | 23 |
|
|
2022
Q1 | $1.72M | Sell |
20,289
-175
| -0.9% | -$14.8K | 0.17% | 45 |
|
|
2021
Q4 | $1.91M | Sell |
20,464
-1,284
| -6% | -$120K | 0.18% | 41 |
|
|
2021
Q3 | $1.71M | Sell |
21,748
-592
| -3% | -$46.5K | 0.18% | 44 |
|
|
2021
Q2 | $1.64M | Hold |
22,340
| – | – | 0.17% | 50 |
|
|
2021
Q1 | $1.69M | Sell |
22,340
-320
| -1% | -$24.2K | 0.19% | 48 |
|
|
2020
Q4 | $1.75M | Buy |
22,660
+17,043
| +303% | +$1.31M | 0.21% | 45 |
|
|
2020
Q3 | $1.56M | Buy |
5,617
+31
| +0.6% | +$8.6K | 0.19% | 51 |
|
|
2020
Q2 | $1.34M | Sell |
5,586
-50
| -0.9% | -$12K | 0.19% | 51 |
|
|
2020
Q1 | $1.36M | Hold |
5,636
| – | – | 0.23% | 49 |
|
|
2019
Q4 | $1.37M | Sell |
5,636
-42
| -0.7% | -$10.2K | 0.18% | 55 |
|
|
2019
Q3 | $1.32M | Hold |
5,678
| – | – | 0.19% | 53 |
|
|
2019
Q2 | $1.16M | Hold |
5,678
| – | – | 0.16% | 55 |
|
|
2019
Q1 | $1.1M | Sell |
5,678
-300
| -5% | -$58K | 0.15% | 57 |
|
|
2018
Q4 | $1.04M | Hold |
5,978
| – | – | 0.17% | 57 |
|
|
2018
Q3 | $1M | Sell |
5,978
-100
| -2% | -$16.8K | 0.14% | 66 |
|
|
2018
Q2 | $1.02M | Sell |
6,078
-50
| -0.8% | -$8.35K | 0.15% | 62 |
|
|
2018
Q1 | $1M | Sell |
6,128
-100
| -2% | -$16.3K | 0.15% | 64 |
|
|
2017
Q4 | $973K | Buy |
6,228
+548
| +10% | +$85.6K | 0.14% | 64 |
|
|
2017
Q3 | $832K | Sell |
5,680
-400
| -7% | -$58.6K | 0.13% | 65 |
|
|
2017
Q2 | $852K | Hold |
6,080
| – | – | 0.13% | 67 |
|
|
2017
Q1 | $780K | Hold |
6,080
| – | – | 0.13% | 67 |
|
|
2016
Q4 | $726K | Hold |
6,080
| – | – | 0.13% | 65 |
|
|
2016
Q3 | $744K | Buy |
6,080
+480
| +9% | +$58.7K | 0.13% | 63 |
|
|
2016
Q2 | $730K | Hold |
5,600
| – | – | 0.13% | 63 |
|
|
2016
Q1 | $663K | Sell |
5,600
-400
| -7% | -$47.4K | 0.12% | 66 |
|
|
2015
Q4 | $623K | Sell |
6,000
-671
| -10% | -$69.7K | 0.12% | 66 |
|
|
2015
Q3 | $651K | Buy |
6,671
+725
| +12% | +$70.8K | 0.13% | 70 |
|
|
2015
Q2 | $583K | Sell |
5,946
-500
| -8% | -$49K | 0.11% | 72 |
|
|
2015
Q1 | $671K | Sell |
6,446
-100
| -2% | -$10.4K | 0.13% | 72 |
|
|
2014
Q4 | $696K | Sell |
6,546
-1,200
| -15% | -$128K | 0.12% | 75 |
|
|
2014
Q3 | $727K | Sell |
7,746
-100
| -1% | -$9.39K | 0.14% | 75 |
|
|
2014
Q2 | $804K | Hold |
7,846
| – | – | 0.16% | 74 |
|
|
2014
Q1 | $750K | Sell |
7,846
-100
| -1% | -$9.56K | 0.16% | 73 |
|
|
2013
Q4 | $680K | Hold |
7,946
| – | – | 0.14% | 81 |
|
|
2013
Q3 | $637K | Sell |
7,946
-400
| -5% | -$32.1K | 0.15% | 80 |
|
|
2013
Q2 | $680K | Buy |
+8,346
| New | +$680K | 0.16% | 79 |
|