Vision Capital Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.32M | Sell |
57,315
-278
| -0.5% | -$24.7K | 0.67% | 34 |
|
|
2025
Q4 | $4.62M | Sell |
57,593
-627
| -1% | -$51.9K | 0.56% | 39 |
|
|
2025
Q3 | $4.4M | Sell |
58,220
-2,986
| -5% | -$218K | 0.54% | 38 |
|
|
2025
Q2 | $4.25M | Buy |
61,206
+1,065
| +2% | +$74K | 0.56% | 40 |
|
|
2025
Q1 | $4.26M | Buy |
60,141
+8,287
| +16% | +$585K | 0.61% | 39 |
|
|
2024
Q4 | $3.72M | Sell |
51,854
-21,376
| -29% | -$1.66M | 0.55% | 40 |
|
|
2024
Q3 | $6.19M | Sell |
73,230
-887
| -1% | -$69.2K | 0.87% | 30 |
|
|
2024
Q2 | $5.25M | Sell |
74,117
-14,495
| -16% | -$1.03M | 0.78% | 35 |
|
|
2024
Q1 | $5.66M | Buy |
88,612
+453
| +0.5% | +$26.5K | 0.84% | 35 |
|
|
2023
Q4 | $5.35M | Buy |
88,159
+45
| +0.1% | +$2.56K | 0.83% | 35 |
|
|
2023
Q3 | $5.05M | Buy |
88,114
+4,830
| +6% | +$334K | 0.93% | 34 |
|
|
2023
Q2 | $6.18M | Sell |
83,284
-183
| -0.2% | -$13.9K | 1.05% | 31 |
|
|
2023
Q1 | $6.43M | Sell |
83,467
-1,210
| -1% | -$93.1K | 1.17% | 27 |
|
|
2022
Q4 | $7.08M | Buy |
84,677
+151
| +0.2% | +$12.2K | 1.35% | 25 |
|
|
2022
Q3 | $6.63M | Sell |
84,526
-11,101
| -12% | -$942K | 1.37% | 27 |
|
|
2022
Q2 | $7.41M | Sell |
95,627
-14,967
| -14% | -$1.14M | 1.4% | 22 |
|
|
2022
Q1 | $9.37M | Buy |
110,594
+3,196
| +3% | +$256K | 1.54% | 17 |
|
|
2021
Q4 | $10M | Sell |
107,398
-18,198
| -14% | -$1.57M | 1.5% | 18 |
|
|
2021
Q3 | $9.86M | Buy |
125,596
+618
| +0.5% | +$49.8K | 1.61% | 17 |
|
|
2021
Q2 | $9.16M | Buy |
124,978
+866
| +0.7% | +$65K | 1.51% | 21 |
|
|
2021
Q1 | $9.38M | Sell |
124,112
-941
| -0.8% | -$73.4K | 1.67% | 16 |
|
|
2020
Q4 | $9.65M | Sell |
125,053
-20,271
| -14% | -$1.52M | 1.79% | 16 |
|
|
2020
Q3 | $10.1M | Sell |
145,324
-1,540
| -1% | -$106K | 2.12% | 10 |
|
|
2020
Q2 | $8.82M | Sell |
146,864
-4,044
| -3% | -$242K | 2.02% | 11 |
|
|
2020
Q1 | $9.08M | Buy |
150,908
+8,888
| +6% | +$559K | 2.41% | 11 |
|
|
2019
Q4 | $8.6M | Sell |
142,020
-1,100
| -0.8% | -$64.2K | 2.01% | 12 |
|
|
2019
Q3 | $8.34M | Sell |
143,120
-264
| -0.2% | -$14.3K | 2.17% | 10 |
|
|
2019
Q2 | $7.34M | Sell |
143,384
-460
| -0.3% | -$22.6K | 1.93% | 13 |
|
|
2019
Q1 | $6.95M | Buy |
143,844
+660
| +0.5% | +$30.2K | 1.93% | 11 |
|
|
2018
Q4 | $6.22M | Buy |
143,184
+2,284
| +2% | +$99.9K | 1.96% | 13 |
|
|
2018
Q3 | $5.9M | Buy |
140,900
+42,372
| +43% | +$1.8M | 1.6% | 17 |
|
|
2018
Q2 | $4.11M | Buy |
98,528
+50,476
| +105% | +$2.04M | 1.2% | 29 |
|
|
2018
Q1 | $1.96M | Buy |
48,052
+20,052
| +72% | +$773K | 0.58% | 50 |
|
|
2017
Q4 | $1.09M | Hold |
28,000
| – | – | 0.32% | 55 |
|
|
2017
Q3 | $1.03M | Hold |
28,000
| – | – | 0.33% | 55 |
|
|
2017
Q2 | $981K | Sell |
28,000
-13,600
| -33% | -$465K | 0.34% | 54 |
|
|
2017
Q1 | $1.33M | Sell |
41,600
-12,000
| -22% | -$377K | 0.48% | 49 |
|
|
2016
Q4 | $1.6M | Hold |
53,600
| – | – | 0.63% | 47 |
|
|
2016
Q3 | $1.64M | Sell |
53,600
-52,328
| -49% | -$1.65M | 0.69% | 47 |
|
|
2016
Q2 | $3.45M | Buy |
+105,928
| New | +$3.18M | 1.46% | 26 |
|
Other funds holding NEE
VCM
VPM
