Vivaldi 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 | $643K | Sell |
6,918
-237
| -3% | -$21.1K | 0.09% | 137 |
|
|
2025
Q4 | $574K | Sell |
7,155
-782
| -10% | -$64.8K | 0.08% | 147 |
|
|
2025
Q3 | $599K | Buy |
7,937
+284
| +4% | +$20.8K | 0.08% | 139 |
|
|
2025
Q2 | $531K | Buy |
7,653
+1,614
| +27% | +$112K | 0.08% | 150 |
|
|
2025
Q1 | $428K | Buy |
6,039
+463
| +8% | +$32.7K | 0.07% | 164 |
|
|
2024
Q4 | $412K | Buy |
5,576
+1,064
| +24% | +$82.7K | 0.06% | 171 |
|
|
2024
Q3 | $381K | Sell |
4,512
-10
| -0.2% | -$780 | 0.11% | 136 |
|
|
2024
Q2 | $320K | Buy |
4,522
+327
| +8% | +$23.2K | 0.09% | 166 |
|
|
2024
Q1 | $310K | Sell |
4,195
-669
| -14% | -$39.2K | 0.09% | 163 |
|
|
2023
Q4 | $269K | Buy |
+4,864
| New | +$277K | 0.08% | 179 |
|
|
2023
Q3 | – | Sell |
-3,940
| Closed | -$292K | – | 202 |
|
|
2023
Q2 | $292K | Buy |
3,940
+551
| +16% | +$41.7K | 0.09% | 148 |
|
|
2023
Q1 | $261K | Sell |
3,389
-2,287
| -40% | -$176K | 0.08% | 163 |
|
|
2022
Q4 | $477K | Buy |
5,676
+45
| +0.8% | +$3.63K | 0.12% | 143 |
|
|
2022
Q3 | $432K | Sell |
5,631
-1
| -0% | -$85 | 0.12% | 126 |
|
|
2022
Q2 | $436K | Buy |
5,632
+42
| +0.8% | +$3.2K | 0.11% | 132 |
|
|
2022
Q1 | $390K | Sell |
5,590
-127
| -2% | -$10.2K | 0.1% | 145 |
|
|
2021
Q4 | $534K | Buy |
5,717
+172
| +3% | +$14.9K | 0.12% | 119 |
|
|
2021
Q3 | $435K | Hold |
5,545
| – | – | 0.09% | 148 |
|
|
2021
Q2 | $463K | Sell |
5,545
-100
| -2% | -$7.5K | 0.09% | 148 |
|
|
2021
Q1 | $413K | Sell |
5,645
-1,995
| -26% | -$156K | 0.08% | 160 |
|
|
2020
Q4 | $589K | Sell |
7,640
-24,696
| -76% | -$1.85M | 0.13% | 129 |
|
|
2020
Q3 | $624K | Buy |
32,336
+24,252
| +300% | +$1.67M | 0.14% | 122 |
|
|
2020
Q2 | $575K | Sell |
8,084
-384
| -5% | -$23K | 0.12% | 125 |
|
|
2020
Q1 | $509K | Sell |
8,468
-1,984
| -19% | -$125K | 0.11% | 118 |
|
|
2019
Q4 | $633K | Sell |
10,452
-10,380
| -50% | -$606K | 0.15% | 107 |
|
|
2019
Q3 | $1.21M | Buy |
20,832
+4,392
| +27% | +$238K | 0.29% | 71 |
|
|
2019
Q2 | $842K | Sell |
16,440
-10,860
| -40% | -$534K | 0.22% | 98 |
|
|
2019
Q1 | $1.32M | Buy |
27,300
+20,192
| +284% | +$923K | 0.37% | 74 |
|
|
2018
Q4 | $309K | Buy |
+7,108
| New | +$311K | 0.13% | 134 |
|
Other funds holding NEE
VCM
VPM
