Tortoise Capital Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.03M | Sell |
54,162
-2,908
| -5% | -$259K | 0.05% | 63 |
|
|
2025
Q4 | $4.58M | Buy |
57,070
+47,271
| +482% | +$3.92M | 0.06% | 52 |
|
|
2025
Q3 | $740K | Buy |
9,799
+3,514
| +56% | +$257K | 0.01% | 71 |
|
|
2025
Q2 | $436K | Sell |
6,285
-439,103
| -99% | -$30.5M | 0.01% | 52 |
|
|
2025
Q1 | $31.6M | Buy |
445,388
+95,425
| +27% | +$6.74M | 0.38% | 26 |
|
|
2024
Q4 | $25.1M | Sell |
349,963
-740,792
| -68% | -$57.5M | 0.32% | 29 |
|
|
2024
Q3 | $92.2M | Sell |
1,090,755
-173,685
| -14% | -$13.6M | 1.19% | 19 |
|
|
2024
Q2 | $89.5M | Sell |
1,264,440
-366,345
| -22% | -$26M | 1.18% | 16 |
|
|
2024
Q1 | $104M | Buy |
1,630,785
+54,663
| +3% | +$3.2M | 1.46% | 16 |
|
|
2023
Q4 | $95.7M | Sell |
1,576,122
-15,255
| -1% | -$869K | 1.48% | 16 |
|
|
2023
Q3 | $91.2M | Buy |
1,591,377
+105,562
| +7% | +$7.31M | 1.39% | 16 |
|
|
2023
Q2 | $110M | Sell |
1,485,815
-23,377
| -2% | -$1.77M | 1.68% | 17 |
|
|
2023
Q1 | $116M | Buy |
1,509,192
+97,219
| +7% | +$7.48M | 1.75% | 17 |
|
|
2022
Q4 | $118M | Buy |
1,411,973
+94,773
| +7% | +$7.66M | 1.77% | 18 |
|
|
2022
Q3 | $103M | Buy |
1,317,200
+178,102
| +16% | +$15.1M | 1.63% | 17 |
|
|
2022
Q2 | $88.2M | Buy |
1,139,098
+106,514
| +10% | +$8.11M | 1.38% | 20 |
|
|
2022
Q1 | $87.5M | Buy |
1,032,584
+66,010
| +7% | +$5.29M | 1.16% | 21 |
|
|
2021
Q4 | $90.2M | Buy |
966,574
+311,585
| +48% | +$26.9M | 1.36% | 19 |
|
|
2021
Q3 | $51.4M | Buy |
654,989
+22,583
| +4% | +$1.82M | 0.83% | 22 |
|
|
2021
Q2 | $46.3M | Buy |
632,406
+17,707
| +3% | +$1.33M | 0.7% | 24 |
|
|
2021
Q1 | $46.5M | Buy |
614,699
+249,525
| +68% | +$19.5M | 0.78% | 23 |
|
|
2020
Q4 | $28.2M | Sell |
365,174
-967,686
| -73% | -$72.4M | 0.54% | 24 |
|
|
2020
Q3 | $92.5M | Buy |
1,332,860
+999,336
| +300% | +$69M | 1.85% | 19 |
|
|
2020
Q2 | $20M | Sell |
333,524
-2,983,916
| -90% | -$179M | 0.32% | 28 |
|
|
2020
Q1 | $200M | Buy |
3,317,440
+321,324
| +11% | +$20.2M | 3.68% | 12 |
|
|
2019
Q4 | $181M | Buy |
2,996,116
+2,894,656
| +2,853% | +$169M | 1.15% | 22 |
|
|
2019
Q3 | $5.91M | Buy |
101,460
+59,328
| +141% | +$3.21M | 0.04% | 57 |
|
|
2019
Q2 | $2.16M | Buy |
42,132
+16,388
| +64% | +$806K | 0.01% | 76 |
|
|
2019
Q1 | $1.24M | Sell |
25,744
-6,564
| -20% | -$300K | 0.01% | 74 |
|
|
2018
Q4 | $1.4M | Buy |
32,308
+23,732
| +277% | +$1.04M | 0.01% | 72 |
|
|
2018
Q3 | $359K | Sell |
8,576
-452
| -5% | -$19.2K | ﹤0.01% | 82 |
|
|
2018
Q2 | $377K | Buy |
9,028
+948
| +12% | +$38.3K | ﹤0.01% | 87 |
|
|
2018
Q1 | $330K | Sell |
8,080
-1,100
| -12% | -$42.4K | ﹤0.01% | 82 |
|
|
2017
Q4 | $358K | Sell |
9,180
-204
| -2% | -$7.88K | ﹤0.01% | 90 |
|
|
2017
Q3 | $344K | Buy |
9,384
+3,128
| +50% | +$115K | ﹤0.01% | 86 |
|
|
2017
Q2 | $219K | Buy |
6,256
+4,784
| +325% | +$164K | ﹤0.01% | 91 |
|
|
2017
Q1 | $47K | Buy |
1,472
+672
| +84% | +$21.1K | ﹤0.01% | 93 |
|
|
2016
Q4 | $24K | Buy |
800
+280
| +54% | +$8.37K | ﹤0.01% | 99 |
|
|
2016
Q3 | $16K | Buy |
520
+288
| +124% | +$9.07K | ﹤0.01% | 97 |
|
|
2016
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 102 |
|
|
2016
Q1 | $7K | Sell |
232
-36
| -13% | -$1.01K | ﹤0.01% | 107 |
|
|
2015
Q4 | $7K | Buy |
268
+72
| +37% | +$1.82K | ﹤0.01% | 99 |
|
|
2015
Q3 | $5K | Hold |
196
| – | – | ﹤0.01% | 104 |
|
|
2015
Q2 | $5K | Sell |
196
-52
| -21% | -$1.32K | ﹤0.01% | 111 |
|
|
2015
Q1 | $6K | Sell |
248
-104
| -30% | -$2.74K | ﹤0.01% | 101 |
|
|
2014
Q4 | $9K | Buy |
352
+92
| +35% | +$2.32K | ﹤0.01% | 98 |
|
|
2014
Q3 | $6K | Buy |
260
+28
| +12% | +$676 | ﹤0.01% | 104 |
|
|
2014
Q2 | $6K | Buy |
232
+172
| +287% | +$4.18K | ﹤0.01% | 102 |
|
|
2014
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 108 |
|
|
2013
Q4 | $1K | Sell |
60
-132
| -69% | -$2.78K | ﹤0.01% | 104 |
|
|
2013
Q3 | $4K | Buy |
192
+164
| +586% | +$3.38K | ﹤0.01% | 95 |
|
|
2013
Q2 | $1K | Buy |
+28
| New | +$556 | ﹤0.01% | 111 |
|
Other funds holding NEE
VCM
VPM
