Tiemann Investment Advisors’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 | $264K | Sell |
3,807
-150
| -4% | -$10.4K | 0.11% | 147 |
|
|
2025
Q1 | $281K | Sell |
3,957
-85
| -2% | -$6.03K | 0.13% | 138 |
|
|
2024
Q4 | $290K | Sell |
4,042
-20
| -0.5% | -$1.43K | 0.13% | 140 |
|
|
2024
Q3 | $343K | Sell |
4,062
-160
| -4% | -$13.5K | 0.15% | 129 |
|
|
2024
Q2 | $299K | Buy |
4,222
+100
| +2% | +$7.08K | 0.13% | 139 |
|
|
2024
Q1 | $263K | Hold |
4,122
| – | – | 0.12% | 158 |
|
|
2023
Q4 | $250K | Sell |
4,122
-230
| -5% | -$14K | 0.12% | 159 |
|
|
2023
Q3 | $249K | Sell |
4,352
-40
| -0.9% | -$2.29K | 0.13% | 153 |
|
|
2023
Q2 | $326K | Hold |
4,392
| – | – | 0.17% | 130 |
|
|
2023
Q1 | $339K | Sell |
4,392
-90
| -2% | -$6.94K | 0.19% | 123 |
|
|
2022
Q4 | $375K | Hold |
4,482
| – | – | 0.22% | 108 |
|
|
2022
Q3 | $351K | Buy |
4,482
+10
| +0.2% | +$783 | 0.23% | 107 |
|
|
2022
Q2 | $346K | Sell |
4,472
-13
| -0.3% | -$1.01K | 0.18% | 121 |
|
|
2022
Q1 | $380K | Sell |
4,485
-1,173
| -21% | -$99.4K | 0.18% | 131 |
|
|
2021
Q4 | $528K | Sell |
5,658
-104
| -2% | -$9.71K | 0.22% | 100 |
|
|
2021
Q3 | $452K | Sell |
5,762
-170
| -3% | -$13.3K | 0.21% | 109 |
|
|
2021
Q2 | $435K | Sell |
5,932
-153
| -3% | -$11.2K | 0.2% | 117 |
|
|
2021
Q1 | $460K | Buy |
6,085
+316
| +5% | +$23.9K | 0.23% | 108 |
|
|
2020
Q4 | $445K | Buy |
5,769
+341
| +6% | +$26.3K | 0.24% | 104 |
|
|
2020
Q3 | $377K | Buy |
5,428
+168
| +3% | +$11.7K | 0.23% | 105 |
|
|
2020
Q2 | $316K | Buy |
5,260
+596
| +13% | +$35.8K | 0.22% | 121 |
|
|
2020
Q1 | $281K | Buy |
4,664
+48
| +1% | +$2.89K | 0.24% | 105 |
|
|
2019
Q4 | $280K | Buy |
4,616
+68
| +1% | +$4.13K | 0.19% | 137 |
|
|
2019
Q3 | $265K | Buy |
4,548
+204
| +5% | +$11.9K | 0.19% | 139 |
|
|
2019
Q2 | $223K | Sell |
4,344
-192
| -4% | -$9.86K | 0.16% | 169 |
|
|
2019
Q1 | $219K | Sell |
4,536
-72
| -2% | -$3.48K | 0.17% | 162 |
|
|
2018
Q4 | $200K | Buy |
4,608
+4
| +0.1% | +$174 | 0.18% | 156 |
|
|
2018
Q3 | $193K | Sell |
4,604
-152
| -3% | -$6.37K | 0.15% | 177 |
|
|
2018
Q2 | $199K | Sell |
4,756
-232
| -5% | -$9.71K | 0.16% | 172 |
|
|
2018
Q1 | $204K | Buy |
+4,988
| New | +$204K | 0.16% | 168 |
|