Weatherly Asset Management’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 | $3.87M | Sell |
55,691
-1,387
| -2% | -$96.3K | 0.33% | 53 |
|
|
2025
Q1 | $4.05M | Sell |
57,078
-2,033
| -3% | -$144K | 0.36% | 50 |
|
|
2024
Q4 | $4.24M | Sell |
59,111
-2,390
| -4% | -$171K | 0.38% | 47 |
|
|
2024
Q3 | $5.2M | Sell |
61,501
-693
| -1% | -$58.6K | 0.46% | 41 |
|
|
2024
Q2 | $4.4M | Sell |
62,194
-3,134
| -5% | -$222K | 0.4% | 44 |
|
|
2024
Q1 | $4.18M | Sell |
65,328
-2,423
| -4% | -$155K | 0.4% | 43 |
|
|
2023
Q4 | $4.12M | Sell |
67,751
-1,526
| -2% | -$92.7K | 0.44% | 40 |
|
|
2023
Q3 | $3.97M | Buy |
69,277
+2,035
| +3% | +$117K | 0.47% | 38 |
|
|
2023
Q2 | $4.99M | Buy |
67,242
+2,776
| +4% | +$206K | 0.58% | 33 |
|
|
2023
Q1 | $4.97M | Buy |
64,466
+696
| +1% | +$53.6K | 0.64% | 35 |
|
|
2022
Q4 | $5.33M | Buy |
63,770
+1,148
| +2% | +$96K | 0.73% | 31 |
|
|
2022
Q3 | $4.91M | Buy |
62,622
+2,476
| +4% | +$194K | 0.71% | 31 |
|
|
2022
Q2 | $4.66M | Sell |
60,146
-169
| -0.3% | -$13.1K | 0.65% | 33 |
|
|
2022
Q1 | $5.11M | Buy |
60,315
+7,093
| +13% | +$601K | 0.6% | 34 |
|
|
2021
Q4 | $4.97M | Buy |
53,222
+5,105
| +11% | +$477K | 0.55% | 38 |
|
|
2021
Q3 | $3.78M | Buy |
48,117
+8,673
| +22% | +$681K | 0.46% | 44 |
|
|
2021
Q2 | $2.89M | Buy |
39,444
+8,711
| +28% | +$638K | 0.36% | 56 |
|
|
2021
Q1 | $2.32M | Buy |
30,733
+15,182
| +98% | +$1.15M | 0.32% | 62 |
|
|
2020
Q4 | $1.2M | Buy |
15,551
+8,123
| +109% | +$627K | 0.17% | 93 |
|
|
2020
Q3 | $515K | Buy |
7,428
+124
| +2% | +$8.6K | 0.08% | 130 |
|
|
2020
Q2 | $439K | Sell |
7,304
-300
| -4% | -$18K | 0.08% | 135 |
|
|
2020
Q1 | $457K | Buy |
7,604
+228
| +3% | +$13.7K | 0.1% | 123 |
|
|
2019
Q4 | $447K | Hold |
7,376
| – | – | 0.09% | 135 |
|
|
2019
Q3 | $430K | Buy |
7,376
+1,160
| +19% | +$67.6K | 0.09% | 133 |
|
|
2019
Q2 | $318K | Buy |
6,216
+40
| +0.6% | +$2.05K | 0.06% | 156 |
|
|
2019
Q1 | $298K | Hold |
6,176
| – | – | 0.06% | 160 |
|
|
2018
Q4 | $268K | Hold |
6,176
| – | – | 0.06% | 160 |
|
|
2018
Q3 | $259K | Buy |
6,176
+500
| +9% | +$21K | 0.05% | 178 |
|
|
2018
Q2 | $237K | Hold |
5,676
| – | – | 0.06% | 175 |
|
|
2018
Q1 | $232K | Sell |
5,676
-200
| -3% | -$8.18K | 0.06% | 179 |
|
|
2017
Q4 | $229K | Hold |
5,876
| – | – | 0.06% | 189 |
|
|
2017
Q3 | $215K | Hold |
5,876
| – | – | 0.06% | 175 |
|
|
2017
Q2 | $206K | Buy |
+5,876
| New | +$206K | 0.06% | 178 |
|
|
2016
Q3 | – | Sell |
-6,204
| Closed | -$202K | – | 169 |
|
|
2016
Q2 | $202K | Buy |
+6,204
| New | +$202K | 0.07% | 172 |
|
|
2014
Q3 | – | Sell |
-4,800
| Closed | -$123K | – | 175 |
|
|
2014
Q2 | $123K | Buy |
+4,800
| New | +$123K | 0.05% | 187 |
|