Trail Ridge 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 | $1.37M | Buy |
19,329
+292
| +2% | +$20.8K | 0.66% | 39 |
|
|
2025
Q1 | $1.35M | Sell |
19,037
-174
| -0.9% | -$12.3K | 0.7% | 38 |
|
|
2024
Q4 | $1.38M | Buy |
19,211
+66
| +0.3% | +$4.73K | 0.65% | 41 |
|
|
2024
Q3 | $1.63M | Sell |
19,145
-116
| -0.6% | -$9.86K | 0.78% | 38 |
|
|
2024
Q2 | $1.36M | Buy |
19,261
+566
| +3% | +$40.1K | 0.71% | 41 |
|
|
2024
Q1 | $1.19M | Buy |
18,695
+1,341
| +8% | +$85.7K | 0.68% | 41 |
|
|
2023
Q4 | $1.05M | Sell |
17,354
-391
| -2% | -$23.7K | 0.65% | 46 |
|
|
2023
Q3 | $1.02M | Sell |
17,745
-115
| -0.6% | -$6.59K | 0.69% | 44 |
|
|
2023
Q2 | $1.33M | Sell |
17,860
-543
| -3% | -$40.3K | 0.82% | 42 |
|
|
2023
Q1 | $1.42M | Sell |
18,403
-885
| -5% | -$68.2K | 0.93% | 33 |
|
|
2022
Q4 | $1.61M | Buy |
19,288
+102
| +0.5% | +$8.53K | 1.11% | 29 |
|
|
2022
Q3 | $1.6M | Sell |
19,186
-518
| -3% | -$43.1K | 1.06% | 30 |
|
|
2022
Q2 | $1.53M | Sell |
19,704
-41
| -0.2% | -$3.18K | 1.03% | 29 |
|
|
2022
Q1 | $1.67M | Sell |
19,745
-230
| -1% | -$19.5K | 1.03% | 26 |
|
|
2021
Q4 | $1.87M | Buy |
+19,975
| New | +$1.87M | 1.12% | 25 |
|