UBS AM’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 | $1.11B | Buy |
16,045,524
+1,797,198
| +13% | +$125M | 0.23% | 94 |
|
|
2025
Q1 | $1.01B | Buy |
14,248,326
+1,326,605
| +10% | +$94M | 0.26% | 83 |
|
|
2024
Q4 | $926M | Buy |
12,921,721
+1,707,933
| +15% | +$122M | 0.22% | 83 |
|
|
2024
Q3 | $948M | Sell |
11,213,788
-739,617
| -6% | -$62.5M | 0.24% | 76 |
|
|
2024
Q2 | $846M | Buy |
11,953,405
+3,259,587
| +37% | +$231M | 0.24% | 73 |
|
|
2024
Q1 | $556M | Sell |
8,693,818
-289,071
| -3% | -$18.5M | 0.2% | 94 |
|
|
2023
Q4 | $546M | Buy |
8,982,889
+215,282
| +2% | +$13.1M | 0.21% | 87 |
|
|
2023
Q3 | $502M | Sell |
8,767,607
-673,353
| -7% | -$38.6M | 0.23% | 86 |
|
|
2023
Q2 | $728M | Hold |
9,440,960
| – | – | 0.35% | 56 |
|
|
2023
Q1 | $728M | Sell |
9,440,960
-443,599
| -4% | -$34.2M | 0.35% | 56 |
|
|
2022
Q4 | $826M | Sell |
9,884,559
-203,192
| -2% | -$17M | 0.43% | 41 |
|
|
2022
Q3 | $791M | Buy |
10,087,751
+141,691
| +1% | +$11.1M | 0.44% | 35 |
|
|
2022
Q2 | $770M | Sell |
9,946,060
-798,649
| -7% | -$61.9M | 0.4% | 48 |
|
|
2022
Q1 | $910M | Sell |
10,744,709
-1,529,112
| -12% | -$130M | 0.39% | 45 |
|
|
2021
Q4 | $1.15B | Sell |
12,273,821
-1,979,048
| -14% | -$185M | 0.44% | 35 |
|
|
2021
Q3 | $1.12B | Buy |
14,252,869
+2,177,066
| +18% | +$171M | 0.46% | 33 |
|
|
2021
Q2 | $885M | Sell |
12,075,803
-55,299
| -0.5% | -$4.05M | 0.38% | 50 |
|
|
2021
Q1 | $917M | Sell |
12,131,102
-1,023,826
| -8% | -$77.4M | 0.41% | 43 |
|
|
2020
Q4 | $1.01B | Sell |
13,154,928
-963,408
| -7% | -$74.3M | 0.48% | 33 |
|
|
2020
Q3 | $980M | Buy |
14,118,336
+214,756
| +2% | +$14.9M | 0.53% | 32 |
|
|
2020
Q2 | $835M | Sell |
13,903,580
-113,548
| -0.8% | -$6.82M | 0.51% | 31 |
|
|
2020
Q1 | $843M | Buy |
14,017,128
+485,964
| +4% | +$29.2M | 0.61% | 26 |
|
|
2019
Q4 | $819M | Buy |
13,531,164
+595,056
| +5% | +$36M | 0.5% | 36 |
|
|
2019
Q3 | $753M | Buy |
12,936,108
+2,838,624
| +28% | +$165M | 0.51% | 35 |
|
|
2019
Q2 | $517M | Buy |
10,097,484
+2,960,236
| +41% | +$152M | 0.37% | 53 |
|
|
2019
Q1 | $345M | Sell |
7,137,248
-793,184
| -10% | -$38.3M | 0.26% | 79 |
|
|
2018
Q4 | $345M | Buy |
7,930,432
+128,124
| +2% | +$5.57M | 0.3% | 68 |
|
|
2018
Q3 | $327M | Sell |
7,802,308
-80,560
| -1% | -$3.38M | 0.24% | 83 |
|
|
2018
Q2 | $329M | Buy |
7,882,868
+605,004
| +8% | +$25.3M | 0.25% | 74 |
|
|
2018
Q1 | $297M | Buy |
7,277,864
+534,972
| +8% | +$21.8M | 0.23% | 87 |
|
|
2017
Q4 | $263M | Buy |
6,742,892
+89,604
| +1% | +$3.5M | 0.22% | 95 |
|
|
2017
Q3 | $244M | Sell |
6,653,288
-250,576
| -4% | -$9.18M | 0.22% | 98 |
|
|
2017
Q2 | $242M | Sell |
6,903,864
-265,156
| -4% | -$9.29M | 0.23% | 93 |
|
|
2017
Q1 | $230M | Buy |
7,169,020
+530,752
| +8% | +$17M | 0.23% | 94 |
|
|
2016
Q4 | $198M | Buy |
6,638,268
+2,496
| +0% | +$74.5K | 0.22% | 106 |
|
|
2016
Q3 | $203M | Buy |
6,635,772
+88,252
| +1% | +$2.7M | 0.22% | 103 |
|
|
2016
Q2 | $213M | Buy |
6,547,520
+580,268
| +10% | +$18.9M | 0.24% | 90 |
|
|
2016
Q1 | $177M | Sell |
5,967,252
-85,988
| -1% | -$2.54M | 0.2% | 109 |
|
|
2015
Q4 | $157M | Sell |
6,053,240
-838,020
| -12% | -$21.8M | 0.18% | 133 |
|
|
2015
Q3 | $168M | Sell |
6,891,260
-575,344
| -8% | -$14M | 0.19% | 121 |
|
|
2015
Q2 | $183M | Sell |
7,466,604
-41,800
| -0.6% | -$1.02M | 0.18% | 132 |
|
|
2015
Q1 | $195M | Sell |
7,508,404
-321,012
| -4% | -$8.35M | 0.19% | 124 |
|
|
2014
Q4 | $208M | Buy |
7,829,416
+237,236
| +3% | +$6.3M | 0.2% | 120 |
|
|
2014
Q3 | $178M | Buy |
7,592,180
+121,960
| +2% | +$2.86M | 0.18% | 128 |
|
|
2014
Q2 | $191M | Buy |
7,470,220
+880,152
| +13% | +$22.5M | 0.19% | 126 |
|
|
2014
Q1 | $158M | Buy |
6,590,068
+435,952
| +7% | +$10.4M | 0.17% | 145 |
|
|
2013
Q4 | $132M | Buy |
6,154,116
+274,840
| +5% | +$5.88M | 0.15% | 165 |
|
|
2013
Q3 | $118M | Sell |
5,879,276
-778,200
| -12% | -$15.6M | 0.15% | 167 |
|
|
2013
Q2 | $136M | Buy |
+6,657,476
| New | +$136M | 0.17% | 144 |
|