Waters Parkerson & Co’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 | $381K | Hold |
5,486
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $389K | Sell |
5,486
-50
| -0.9% | -$3.55K | 0.02% | 147 |
|
|
2024
Q4 | $397K | Hold |
5,536
| – | – | 0.02% | 143 |
|
|
2024
Q3 | $468K | Sell |
5,536
-200
| -3% | -$16.9K | 0.02% | 139 |
|
|
2024
Q2 | $406K | Hold |
5,736
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $367K | Sell |
5,736
-50
| -0.9% | -$3.2K | 0.02% | 141 |
|
|
2023
Q4 | $351K | Sell |
5,786
-81
| -1% | -$4.91K | 0.02% | 139 |
|
|
2023
Q3 | $336K | Buy |
5,867
+81
| +1% | +$4.64K | 0.02% | 135 |
|
|
2023
Q2 | $429K | Hold |
5,786
| – | – | 0.02% | 127 |
|
|
2023
Q1 | $446K | Hold |
5,786
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $484K | Sell |
5,786
-200
| -3% | -$16.7K | 0.03% | 120 |
|
|
2022
Q3 | $469K | Hold |
5,986
| – | – | 0.03% | 118 |
|
|
2022
Q2 | $464K | Hold |
5,986
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $507K | Sell |
5,986
-186
| -3% | -$15.8K | 0.03% | 123 |
|
|
2021
Q4 | $576K | Buy |
6,172
+86
| +1% | +$8.03K | 0.03% | 123 |
|
|
2021
Q3 | $478K | Hold |
6,086
| – | – | 0.03% | 127 |
|
|
2021
Q2 | $446K | Buy |
6,086
+50
| +0.8% | +$3.66K | 0.03% | 132 |
|
|
2021
Q1 | $456K | Hold |
6,036
| – | – | 0.03% | 127 |
|
|
2020
Q4 | $466K | Sell |
6,036
-120
| -2% | -$9.26K | 0.03% | 118 |
|
|
2020
Q3 | $427K | Hold |
6,156
| – | – | 0.03% | 115 |
|
|
2020
Q2 | $370K | Hold |
6,156
| – | – | 0.03% | 119 |
|
|
2020
Q1 | $370K | Sell |
6,156
-80
| -1% | -$4.81K | 0.04% | 113 |
|
|
2019
Q4 | $378K | Hold |
6,236
| – | – | 0.03% | 120 |
|
|
2019
Q3 | $363K | Hold |
6,236
| – | – | 0.03% | 121 |
|
|
2019
Q2 | $319K | Hold |
6,236
| – | – | 0.03% | 129 |
|
|
2019
Q1 | $301K | Hold |
6,236
| – | – | 0.03% | 132 |
|
|
2018
Q4 | $271K | Hold |
6,236
| – | – | 0.03% | 133 |
|
|
2018
Q3 | $261K | Hold |
6,236
| – | – | 0.02% | 144 |
|
|
2018
Q2 | $260K | Hold |
6,236
| – | – | 0.02% | 139 |
|
|
2018
Q1 | $255K | Hold |
6,236
| – | – | 0.02% | 144 |
|
|
2017
Q4 | $244K | Hold |
6,236
| – | – | 0.02% | 158 |
|
|
2017
Q3 | $228K | Buy |
+6,236
| New | +$228K | 0.02% | 160 |
|
|
2014
Q4 | – | Sell |
-10,400
| Closed | -$244K | – | 146 |
|
|
2014
Q3 | $244K | Buy |
+10,400
| New | +$244K | 0.03% | 125 |
|