Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Buy |
506
+103
| +26% | +$7.15K | ﹤0.01% | 430 |
|
|
2025
Q1 | $28.6K | Sell |
403
-1,540
| -79% | -$109K | ﹤0.01% | 447 |
|
|
2024
Q4 | $139K | Buy |
1,943
+149
| +8% | +$10.7K | 0.01% | 266 |
|
|
2024
Q3 | $152K | Buy |
1,794
+369
| +26% | +$31.2K | 0.02% | 259 |
|
|
2024
Q2 | $101K | Sell |
1,425
-48
| -3% | -$3.4K | 0.01% | 297 |
|
|
2024
Q1 | $94.2K | Sell |
1,473
-83
| -5% | -$5.31K | 0.01% | 301 |
|
|
2023
Q4 | $94.5K | Sell |
1,556
-20
| -1% | -$1.22K | 0.01% | 280 |
|
|
2023
Q3 | $90.3K | Sell |
1,576
-173
| -10% | -$9.91K | 0.01% | 283 |
|
|
2023
Q2 | $130K | Buy |
1,749
+125
| +8% | +$9.28K | 0.02% | 251 |
|
|
2023
Q1 | $125K | Sell |
1,624
-76
| -4% | -$5.86K | 0.02% | 241 |
|
|
2022
Q4 | $142K | Sell |
1,700
-27
| -2% | -$2.26K | 0.02% | 220 |
|
|
2022
Q3 | $135K | Buy |
1,727
+32
| +2% | +$2.5K | 0.03% | 216 |
|
|
2022
Q2 | $131K | Buy |
1,695
+406
| +31% | +$31.4K | 0.03% | 202 |
|
|
2022
Q1 | $109K | Hold |
1,289
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $120K | Buy |
1,289
+196
| +18% | +$18.2K | 0.02% | 204 |
|
|
2021
Q3 | $86K | Buy |
1,093
+45
| +4% | +$3.54K | 0.02% | 212 |
|
|
2021
Q2 | $77K | Buy |
1,048
+147
| +16% | +$10.8K | 0.02% | 218 |
|
|
2021
Q1 | $68K | Buy |
901
+35
| +4% | +$2.64K | 0.01% | 230 |
|
|
2020
Q4 | $67K | Buy |
866
+78
| +10% | +$6.04K | 0.02% | 215 |
|
|
2020
Q3 | $55K | Sell |
788
-680
| -46% | -$47.5K | 0.01% | 223 |
|
|
2020
Q2 | $88K | Sell |
1,468
-52
| -3% | -$3.12K | 0.02% | 186 |
|
|
2020
Q1 | $91K | Sell |
1,520
-72
| -5% | -$4.31K | 0.03% | 179 |
|
|
2019
Q4 | $96K | Hold |
1,592
| – | – | 0.02% | 195 |
|
|
2019
Q3 | $93K | Sell |
1,592
-500
| -24% | -$29.2K | 0.02% | 188 |
|
|
2019
Q2 | $107K | Buy |
2,092
+1,000
| +92% | +$51.1K | 0.03% | 189 |
|
|
2019
Q1 | $53K | Buy |
1,092
+32
| +3% | +$1.55K | 0.01% | 242 |
|
|
2018
Q4 | $46K | Sell |
1,060
-240
| -18% | -$10.4K | 0.01% | 242 |
|
|
2018
Q3 | $54K | Hold |
1,300
| – | – | 0.01% | 234 |
|
|
2018
Q2 | $54K | Hold |
1,300
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $53K | Hold |
1,300
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $51K | Hold |
1,300
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $48K | Sell |
1,300
-224
| -15% | -$8.27K | 0.01% | 235 |
|
|
2017
Q2 | $53K | Hold |
1,524
| – | – | 0.02% | 211 |
|
|
2017
Q1 | $49K | Buy |
1,524
+116
| +8% | +$3.73K | 0.02% | 204 |
|
|
2016
Q4 | $42K | Buy |
1,408
+108
| +8% | +$3.22K | 0.01% | 214 |
|
|
2016
Q3 | $40K | Sell |
1,300
-812
| -38% | -$25K | 0.01% | 211 |
|
|
2016
Q2 | $69K | Buy |
2,112
+812
| +62% | +$26.5K | 0.02% | 170 |
|
|
2016
Q1 | $38K | Hold |
1,300
| – | – | 0.01% | 216 |
|
|
2015
Q4 | $34K | Buy |
1,300
+500
| +63% | +$13.1K | 0.01% | 233 |
|
|
2015
Q3 | $20K | Hold |
800
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $20K | Hold |
800
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $21K | Hold |
800
| – | – | 0.01% | 259 |
|
|
2014
Q4 | $21K | Hold |
800
| – | – | 0.01% | 276 |
|
|
2014
Q3 | $19K | Hold |
800
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $20K | Hold |
800
| – | – | 0.01% | 272 |
|
|
2014
Q1 | $19K | Hold |
800
| – | – | 0.01% | 231 |
|
|
2013
Q4 | $17K | Hold |
800
| – | – | 0.01% | 224 |
|
|
2013
Q3 | $16K | Hold |
800
| – | – | 0.01% | 210 |
|
|
2013
Q2 | $16K | Buy |
+800
| New | +$16K | 0.01% | 197 |
|