Versant 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 | $291K | Buy |
4,192
+101
| +2% | +$7.01K | 0.04% | 332 |
|
2025
Q1 | $290K | Sell |
4,091
-267
| -6% | -$18.9K | 0.05% | 303 |
|
2024
Q4 | $312K | Buy |
4,358
+713
| +20% | +$51.1K | 0.07% | 135 |
|
2024
Q3 | $308K | Buy |
3,645
+149
| +4% | +$12.6K | 0.07% | 119 |
|
2024
Q2 | $248K | Sell |
3,496
-468
| -12% | -$33.1K | 0.06% | 122 |
|
2024
Q1 | $253K | Buy |
3,964
+118
| +3% | +$7.54K | 0.07% | 110 |
|
2023
Q4 | $234K | Sell |
3,846
-30
| -0.8% | -$1.82K | 0.07% | 119 |
|
2023
Q3 | $222K | Sell |
3,876
-333
| -8% | -$19.1K | 0.07% | 118 |
|
2023
Q2 | $312K | Buy |
4,209
+30
| +0.7% | +$2.23K | 0.1% | 89 |
|
2023
Q1 | $322K | Sell |
4,179
-87
| -2% | -$6.7K | 0.11% | 89 |
|
2022
Q4 | $357K | Sell |
4,266
-32
| -0.7% | -$2.68K | 0.13% | 76 |
|
2022
Q3 | $337K | Sell |
4,298
-6
| -0.1% | -$470 | 0.13% | 77 |
|
2022
Q2 | $333K | Sell |
4,304
-32
| -0.7% | -$2.48K | 0.12% | 79 |
|
2022
Q1 | $367K | Sell |
4,336
-112
| -3% | -$9.48K | 0.12% | 80 |
|
2021
Q4 | $415K | Hold |
4,448
| – | – | 0.14% | 75 |
|
2021
Q3 | $349K | Sell |
4,448
-143
| -3% | -$11.2K | 0.12% | 75 |
|
2021
Q2 | $336K | Buy |
4,591
+47
| +1% | +$3.44K | 0.12% | 74 |
|
2021
Q1 | $344K | Buy |
4,544
+16
| +0.4% | +$1.21K | 0.13% | 78 |
|
2020
Q4 | $349K | Sell |
4,528
-4,208
| -48% | -$324K | 0.14% | 71 |
|
2020
Q3 | $606K | Hold |
8,736
| – | – | 0.27% | 46 |
|
2020
Q2 | $524K | Sell |
8,736
-8
| -0.1% | -$480 | 0.24% | 51 |
|
2020
Q1 | $525K | Buy |
8,744
+332
| +4% | +$19.9K | 0.28% | 45 |
|
2019
Q4 | $509K | Sell |
8,412
-232
| -3% | -$14K | 0.26% | 47 |
|
2019
Q3 | $503K | Hold |
8,644
| – | – | 0.24% | 51 |
|
2019
Q2 | $442K | Sell |
8,644
-1,252
| -13% | -$64K | 0.2% | 54 |
|
2019
Q1 | $478K | Buy |
9,896
+16
| +0.2% | +$773 | 0.2% | 54 |
|
2018
Q4 | $429K | Hold |
9,880
| – | – | 0.2% | 57 |
|
2018
Q3 | $413K | Sell |
9,880
-116
| -1% | -$4.85K | 0.17% | 58 |
|
2018
Q2 | $417K | Hold |
9,996
| – | – | 0.18% | 62 |
|
2018
Q1 | $408K | Sell |
9,996
-44
| -0.4% | -$1.8K | 0.17% | 67 |
|
2017
Q4 | $392K | Buy |
10,040
+856
| +9% | +$33.4K | 0.16% | 74 |
|
2017
Q3 | $336K | Sell |
9,184
-48
| -0.5% | -$1.76K | 0.18% | 54 |
|
2017
Q2 | $323K | Buy |
9,232
+272
| +3% | +$9.52K | 0.18% | 54 |
|
2017
Q1 | $287K | Sell |
8,960
-16
| -0.2% | -$513 | 0.16% | 59 |
|
2016
Q4 | $268K | Buy |
8,976
+196
| +2% | +$5.85K | 0.15% | 59 |
|
2016
Q3 | $268K | Buy |
8,780
+32
| +0.4% | +$977 | 0.15% | 62 |
|
2016
Q2 | $285K | Sell |
8,748
-24
| -0.3% | -$782 | 0.17% | 55 |
|
2016
Q1 | $259K | Sell |
8,772
-140
| -2% | -$4.13K | 0.16% | 58 |
|
2015
Q4 | $231K | Buy |
+8,912
| New | +$231K | 0.14% | 60 |
|