Van Hulzen Asset 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 | $231K | Buy |
+3,333
| New | +$231K | 0.02% | 289 |
|
|
2025
Q1 | – | Sell |
-2,400
| Closed | -$172K | – | 813 |
|
|
2024
Q4 | $172K | Buy |
2,400
+8
| +0.3% | +$573 | 0.01% | 327 |
|
|
2024
Q3 | $202K | Buy |
+2,392
| New | +$202K | 0.01% | 306 |
|
|
2021
Q1 | – | Sell |
-3,294
| Closed | -$254K | – | 298 |
|
|
2020
Q4 | $254K | Buy |
3,294
+2
| +0.1% | +$154 | 0.04% | 230 |
|
|
2020
Q3 | $228K | Buy |
+3,292
| New | +$228K | 0.03% | 232 |
|
|
2020
Q2 | – | Sell |
-3,464
| Closed | -$208K | – | 279 |
|
|
2020
Q1 | $208K | Sell |
3,464
-580
| -14% | -$34.8K | 0.04% | 227 |
|
|
2019
Q4 | $245K | Sell |
4,044
-5,172
| -56% | -$313K | 0.05% | 238 |
|
|
2019
Q3 | $537K | Sell |
9,216
-700
| -7% | -$40.8K | 0.11% | 123 |
|
|
2019
Q2 | $508K | Buy |
9,916
+2,792
| +39% | +$143K | 0.11% | 131 |
|
|
2019
Q1 | $344K | Sell |
7,124
-32,380
| -82% | -$1.56M | 0.09% | 154 |
|
|
2018
Q4 | $1.72M | Sell |
39,504
-344
| -0.9% | -$15K | 0.5% | 53 |
|
|
2018
Q3 | $1.67M | Buy |
39,848
+6,284
| +19% | +$263K | 0.44% | 57 |
|
|
2018
Q2 | $1.4M | Buy |
33,564
+7,200
| +27% | +$301K | 0.42% | 60 |
|
|
2018
Q1 | $1.08M | Buy |
26,364
+9,208
| +54% | +$376K | 0.33% | 73 |
|
|
2017
Q4 | $670K | Buy |
+17,156
| New | +$670K | 0.2% | 102 |
|
|
2016
Q1 | – | Sell |
-6,024
| Closed | -$156K | – | 152 |
|
|
2015
Q4 | $156K | Buy |
6,024
+412
| +7% | +$10.7K | 0.1% | 106 |
|
|
2015
Q3 | $137K | Buy |
+5,612
| New | +$137K | 0.09% | 119 |
|
|
2015
Q1 | – | Sell |
-13,144
| Closed | -$349K | – | 145 |
|
|
2014
Q4 | $349K | Buy |
+13,144
| New | +$349K | 0.24% | 80 |
|