Towercrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
5,122
+25
| +0.5% | +$1.74K | 0.06% | 72 |
|
|
2025
Q1 | $361K | Buy |
5,097
+23
| +0.5% | +$1.63K | 0.07% | 70 |
|
|
2024
Q4 | $364K | Buy |
5,074
+23
| +0.5% | +$1.65K | 0.06% | 81 |
|
|
2024
Q3 | $427K | Buy |
5,051
+20
| +0.4% | +$1.69K | 0.07% | 77 |
|
|
2024
Q2 | $356K | Buy |
5,031
+985
| +24% | +$69.8K | 0.06% | 84 |
|
|
2024
Q1 | $259K | Buy |
4,046
+543
| +16% | +$34.7K | 0.04% | 94 |
|
|
2023
Q4 | $213K | Sell |
3,503
-33
| -0.9% | -$2K | 0.04% | 101 |
|
|
2023
Q3 | $203K | Buy |
3,536
+40
| +1% | +$2.29K | 0.04% | 105 |
|
|
2023
Q2 | $259K | Sell |
3,496
-37
| -1% | -$2.75K | 0.05% | 94 |
|
|
2023
Q1 | $272K | Buy |
3,533
+20
| +0.6% | +$1.54K | 0.06% | 82 |
|
|
2022
Q4 | $294K | Buy |
3,513
+16
| +0.5% | +$1.34K | 0.07% | 76 |
|
|
2022
Q3 | $274K | Buy |
3,497
+95
| +3% | +$7.44K | 0.06% | 74 |
|
|
2022
Q2 | $264K | Buy |
3,402
+18
| +0.5% | +$1.4K | 0.06% | 76 |
|
|
2022
Q1 | $287K | Buy |
3,384
+16
| +0.5% | +$1.36K | 0.06% | 80 |
|
|
2021
Q4 | $314K | Buy |
3,368
+31
| +0.9% | +$2.89K | 0.06% | 76 |
|
|
2021
Q3 | $262K | Buy |
3,337
+13
| +0.4% | +$1.02K | 0.05% | 83 |
|
|
2021
Q2 | $244K | Buy |
3,324
+16
| +0.5% | +$1.17K | 0.05% | 82 |
|
|
2021
Q1 | $250K | Sell |
3,308
-17
| -0.5% | -$1.29K | 0.05% | 79 |
|
|
2020
Q4 | $257K | Buy |
3,325
+45
| +1% | +$3.48K | 0.06% | 77 |
|
|
2020
Q3 | $228K | Buy |
+3,280
| New | +$228K | 0.06% | 74 |
|
|
2019
Q3 | – | Sell |
-4,188
| Closed | -$214K | – | 74 |
|
|
2019
Q2 | $214K | Buy |
4,188
+16
| +0.4% | +$818 | 0.06% | 69 |
|
|
2019
Q1 | $201K | Buy |
+4,172
| New | +$201K | 0.06% | 71 |
|