Waterloo Capital’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 | $2.25M | Buy |
32,370
+2,792
| +9% | +$194K | 0.18% | 124 |
|
|
2025
Q1 | $2.1M | Buy |
29,578
+7,023
| +31% | +$498K | 0.19% | 118 |
|
|
2024
Q4 | $1.62M | Buy |
22,555
+1,049
| +5% | +$75.2K | 0.17% | 130 |
|
|
2024
Q3 | $1.82M | Buy |
21,506
+8,105
| +60% | +$685K | 0.2% | 117 |
|
|
2024
Q2 | $949K | Buy |
13,401
+1,254
| +10% | +$88.8K | 0.11% | 155 |
|
|
2024
Q1 | $776K | Buy |
12,147
+4,133
| +52% | +$264K | 0.1% | 174 |
|
|
2023
Q4 | $487K | Buy |
+8,014
| New | +$487K | 0.08% | 216 |
|
|
2023
Q3 | – | Sell |
-2,728
| Closed | -$202K | – | 219 |
|
|
2023
Q2 | $202K | Sell |
2,728
-232
| -8% | -$17.2K | 0.06% | 197 |
|
|
2023
Q1 | $228K | Buy |
+2,960
| New | +$228K | 0.07% | 168 |
|
|
2020
Q1 | $254K | Buy |
+4,228
| New | +$254K | 0.18% | 125 |
|