Vontobel Holding’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 | $58.2M | Sell |
838,689
-36,593
| -4% | -$2.54M | 0.19% | 87 |
|
|
2025
Q1 | $62M | Sell |
875,282
-66,507
| -7% | -$4.71M | 0.23% | 73 |
|
|
2024
Q4 | $67.5M | Sell |
941,789
-67,397
| -7% | -$4.83M | 0.23% | 69 |
|
|
2024
Q3 | $85.3M | Buy |
1,009,186
+49,670
| +5% | +$4.2M | 0.28% | 62 |
|
|
2024
Q2 | $67.9M | Buy |
959,516
+64,144
| +7% | +$4.54M | 0.22% | 68 |
|
|
2024
Q1 | $57.2M | Sell |
895,372
-150,192
| -14% | -$9.6M | 0.46% | 52 |
|
|
2023
Q4 | $63.5M | Buy |
1,045,564
+90,651
| +9% | +$5.51M | 0.53% | 45 |
|
|
2023
Q3 | $54.7M | Buy |
954,913
+294,820
| +45% | +$16.9M | 0.51% | 43 |
|
|
2023
Q2 | $49M | Buy |
660,093
+11,030
| +2% | +$818K | 0.43% | 50 |
|
|
2023
Q1 | $50M | Buy |
649,063
+152,694
| +31% | +$11.8M | 0.47% | 47 |
|
|
2022
Q4 | $41.3M | Sell |
496,369
-14,930
| -3% | -$1.24M | 0.42% | 57 |
|
|
2022
Q3 | $40.9M | Sell |
511,299
-36,987
| -7% | -$2.96M | 0.48% | 42 |
|
|
2022
Q2 | $41.7M | Buy |
548,286
+193,693
| +55% | +$14.7M | 0.45% | 46 |
|
|
2022
Q1 | $30.3M | Sell |
354,593
-16,501
| -4% | -$1.41M | 0.26% | 88 |
|
|
2021
Q4 | $34.4M | Buy |
371,094
+40,131
| +12% | +$3.72M | 0.29% | 79 |
|
|
2021
Q3 | $26M | Buy |
330,963
+10,359
| +3% | +$813K | 0.23% | 95 |
|
|
2021
Q2 | $23.8M | Buy |
320,604
+5,410
| +2% | +$401K | 0.21% | 102 |
|
|
2021
Q1 | $23.8M | Buy |
315,194
+18,462
| +6% | +$1.4M | 0.18% | 86 |
|
|
2020
Q4 | $24.7M | Buy |
+296,732
| New | +$24.7M | 0.16% | 82 |
|