Wright Investors Service’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 | $2.77M | Buy |
39,928
+3,242
| +9% | +$225K | 0.84% | 35 |
|
|
2025
Q1 | $2.6M | Sell |
36,686
-392
| -1% | -$27.8K | 0.86% | 31 |
|
|
2024
Q4 | $2.66M | Sell |
37,078
-8,854
| -19% | -$635K | 0.86% | 30 |
|
|
2024
Q3 | $3.88M | Buy |
45,932
+4,443
| +11% | +$376K | 1.02% | 29 |
|
|
2024
Q2 | $2.94M | Sell |
41,489
-14,537
| -26% | -$1.03M | 0.77% | 38 |
|
|
2024
Q1 | $3.58M | Buy |
56,026
+572
| +1% | +$36.6K | 0.91% | 32 |
|
|
2023
Q4 | $3.37M | Sell |
55,454
-6,666
| -11% | -$405K | 0.95% | 34 |
|
|
2023
Q3 | $3.56M | Buy |
62,120
+44
| +0.1% | +$2.52K | 1.03% | 32 |
|
|
2023
Q2 | $4.61M | Buy |
62,076
+5,591
| +10% | +$415K | 1.3% | 17 |
|
|
2023
Q1 | $4.35M | Sell |
56,485
-525
| -0.9% | -$40.5K | 1.24% | 19 |
|
|
2022
Q4 | $4.77M | Buy |
57,010
+1,059
| +2% | +$88.5K | 1.37% | 16 |
|
|
2022
Q3 | $4.39M | Sell |
55,951
-3,111
| -5% | -$244K | 1.38% | 16 |
|
|
2022
Q2 | $4.58M | Sell |
59,062
-184
| -0.3% | -$14.3K | 1.31% | 18 |
|
|
2022
Q1 | $5.02M | Buy |
59,246
+1,625
| +3% | +$138K | 1.25% | 21 |
|
|
2021
Q4 | $5.38M | Buy |
57,621
+3,040
| +6% | +$284K | 1.36% | 20 |
|
|
2021
Q3 | $4.29M | Buy |
54,581
+12,919
| +31% | +$1.01M | 1.22% | 21 |
|
|
2021
Q2 | $3.05M | Buy |
41,662
+1,376
| +3% | +$101K | 0.83% | 40 |
|
|
2021
Q1 | $3.05M | Buy |
40,286
+4,936
| +14% | +$373K | 0.92% | 35 |
|
|
2020
Q4 | $2.73M | Sell |
35,350
-1,918
| -5% | -$148K | 0.94% | 32 |
|
|
2020
Q3 | $2.59M | Buy |
37,268
+2,300
| +7% | +$160K | 0.92% | 32 |
|
|
2020
Q2 | $2.1M | Sell |
34,968
-1,472
| -4% | -$88.4K | 0.81% | 35 |
|
|
2020
Q1 | $2.19M | Buy |
36,440
+452
| +1% | +$27.2K | 0.94% | 32 |
|
|
2019
Q4 | $2.18M | Sell |
35,988
-18,160
| -34% | -$1.1M | 0.75% | 42 |
|
|
2019
Q3 | $3.15M | Sell |
54,148
-3,780
| -7% | -$220K | 1.13% | 24 |
|
|
2019
Q2 | $2.97M | Buy |
57,928
+7,328
| +14% | +$375K | 1.13% | 23 |
|
|
2019
Q1 | $2.45M | Sell |
50,600
-14,888
| -23% | -$720K | 0.99% | 31 |
|
|
2018
Q4 | $2.85M | Sell |
65,488
-10,632
| -14% | -$462K | 1.22% | 25 |
|
|
2018
Q3 | $3.19M | Sell |
76,120
-4,440
| -6% | -$186K | 1.17% | 28 |
|
|
2018
Q2 | $3.36M | Sell |
80,560
-9,088
| -10% | -$379K | 1.34% | 20 |
|
|
2018
Q1 | $3.66M | Buy |
89,648
+1,664
| +2% | +$67.9K | 1.26% | 20 |
|
|
2017
Q4 | $3.44M | Buy |
87,984
+5,688
| +7% | +$222K | 1.15% | 25 |
|
|
2017
Q3 | $3.02M | Sell |
82,296
-4,032
| -5% | -$148K | 1.1% | 23 |
|
|
2017
Q2 | $3.02M | Buy |
86,328
+14,700
| +21% | +$515K | 1.14% | 20 |
|
|
2017
Q1 | $2.3M | Buy |
71,628
+4,600
| +7% | +$148K | 0.93% | 27 |
|
|
2016
Q4 | $2M | Buy |
67,028
+6,544
| +11% | +$195K | 0.87% | 26 |
|
|
2016
Q3 | $1.85M | Hold |
60,484
| – | – | 0.77% | 44 |
|
|
2016
Q2 | $1.97M | Buy |
60,484
+4,860
| +9% | +$158K | 0.81% | 36 |
|
|
2016
Q1 | $1.65M | Buy |
55,624
+812
| +1% | +$24K | 0.65% | 47 |
|
|
2015
Q4 | $1.42M | Sell |
54,812
-2,224
| -4% | -$57.8K | 0.53% | 54 |
|
|
2015
Q3 | $1.39M | Buy |
57,036
+2,712
| +5% | +$66.1K | 0.63% | 49 |
|
|
2015
Q2 | $1.33M | Sell |
54,324
-4,188
| -7% | -$103K | 0.63% | 48 |
|
|
2015
Q1 | $1.52M | Buy |
58,512
+1,616
| +3% | +$42K | 0.73% | 36 |
|
|
2014
Q4 | $1.51M | Sell |
56,896
-8,624
| -13% | -$229K | 0.74% | 34 |
|
|
2014
Q3 | $1.54M | Sell |
65,520
-4,068
| -6% | -$95.5K | 0.76% | 37 |
|
|
2014
Q2 | $1.78M | Buy |
69,588
+2,984
| +4% | +$76.5K | 0.81% | 32 |
|
|
2014
Q1 | $1.59M | Sell |
66,604
-56
| -0.1% | -$1.34K | 0.72% | 36 |
|
|
2013
Q4 | $1.43M | Sell |
66,660
-1,040
| -2% | -$22.3K | 0.63% | 40 |
|
|
2013
Q3 | $1.36M | Buy |
67,700
+3,280
| +5% | +$65.7K | 0.61% | 50 |
|
|
2013
Q2 | $1.31M | Buy |
+64,420
| New | +$1.31M | 0.62% | 43 |
|