XML Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
16,152
+831
| +5% | +$73.9K | 0.12% | 152 |
|
|
2025
Q4 | $1.23M | Sell |
15,321
-1,090
| -7% | -$90.3K | 0.1% | 161 |
|
|
2025
Q3 | $1.24M | Sell |
16,411
-36
| -0.2% | -$2.63K | 0.1% | 163 |
|
|
2025
Q2 | $1.14M | Buy |
16,447
+158
| +1% | +$11K | 0.1% | 170 |
|
|
2025
Q1 | $1.15M | Sell |
16,289
-681
| -4% | -$48.1K | 0.11% | 159 |
|
|
2024
Q4 | $1.22M | Buy |
16,970
+393
| +2% | +$30.5K | 0.11% | 155 |
|
|
2024
Q3 | $1.4M | Buy |
16,577
+429
| +3% | +$33.5K | 0.13% | 144 |
|
|
2024
Q2 | $1.14M | Sell |
16,148
-455
| -3% | -$32.3K | 0.12% | 152 |
|
|
2024
Q1 | $1.06M | Buy |
16,603
+2,029
| +14% | +$119K | 0.11% | 159 |
|
|
2023
Q4 | $885K | Buy |
14,574
+2,088
| +17% | +$119K | 0.09% | 171 |
|
|
2023
Q3 | $715K | Buy |
12,486
+1,197
| +11% | +$82.9K | 0.09% | 176 |
|
|
2023
Q2 | $838K | Buy |
11,289
+378
| +3% | +$28.6K | 0.1% | 173 |
|
|
2023
Q1 | $841K | Sell |
10,911
-501
| -4% | -$38.5K | 0.1% | 168 |
|
|
2022
Q4 | $954K | Buy |
11,412
+29
| +0.3% | +$2.34K | 0.12% | 150 |
|
|
2022
Q3 | $893K | Buy |
11,383
+2,654
| +30% | +$225K | 0.12% | 146 |
|
|
2022
Q2 | $676K | Sell |
8,729
-2,283
| -21% | -$174K | 0.15% | 120 |
|
|
2022
Q1 | $933K | Buy |
11,012
+1,844
| +20% | +$148K | 0.11% | 159 |
|
|
2021
Q4 | $856K | Buy |
9,168
+68
| +0.7% | +$5.88K | 0.1% | 165 |
|
|
2021
Q3 | $715K | Buy |
9,100
+2,211
| +32% | +$178K | 0.1% | 169 |
|
|
2021
Q2 | $505K | Sell |
6,889
-278
| -4% | -$20.9K | 0.11% | 142 |
|
|
2021
Q1 | $542K | Buy |
7,167
+34
| +0.5% | +$2.65K | 0.13% | 127 |
|
|
2020
Q4 | $550K | Buy |
7,133
+1,089
| +18% | +$81.5K | 0.14% | 119 |
|
|
2020
Q3 | $419K | Buy |
6,044
+1,780
| +42% | +$123K | 0.13% | 122 |
|
|
2020
Q2 | $256K | Sell |
4,264
-4,028
| -49% | -$241K | 0.09% | 164 |
|
|
2020
Q1 | $499K | Buy |
8,292
+4,504
| +119% | +$283K | 0.22% | 90 |
|
|
2019
Q4 | $229K | Buy |
+3,788
| New | +$221K | 0.08% | 155 |
|
Other funds holding NEE
VCM
VPM
