Zimmer Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-538,002
| Closed | -$40.6M | – | 155 |
|
|
2025
Q3 | $40.6M | Buy |
538,002
+309,600
| +136% | +$22.6M | 0.99% | 30 |
|
|
2025
Q2 | $15.9M | Buy |
+228,402
| New | +$15.9M | 0.36% | 63 |
|
|
2025
Q1 | – | Sell |
-617,000
| Closed | -$44.2M | – | 200 |
|
|
2024
Q4 | $44.2M | Buy |
+617,000
| New | +$47.9M | 0.77% | 32 |
|
|
2024
Q3 | – | Sell |
-330,000
| Closed | -$23.4M | – | 173 |
|
|
2024
Q2 | $23.4M | Sell |
330,000
-2,405,200
| -88% | -$171M | 0.45% | 45 |
|
|
2024
Q1 | $175M | Buy |
2,735,200
+2,703,200
| +8,448% | +$158M | 3.8% | 9 |
|
|
2023
Q4 | $1.94M | Buy |
+32,000
| New | +$1.82M | 0.07% | 85 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2022
Q2 | – | Sell |
-703,409
| Closed | -$59.6M | – | 119 |
|
|
2022
Q1 | $59.6M | Buy |
703,409
+414,364
| +143% | +$33.2M | 0.86% | 37 |
|
|
2021
Q4 | $27M | Buy |
+289,045
| New | +$25M | 0.4% | 54 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 127 |
|
|
2020
Q1 | – | Sell |
-17,920
| Closed | -$1.08M | – | 96 |
|
|
2019
Q4 | $1.08M | Sell |
17,920
-161,360
| -90% | -$9.42M | 0.02% | 73 |
|
|
2019
Q3 | $10.4M | Buy |
179,280
+143,680
| +404% | +$7.78M | 0.11% | 72 |
|
|
2019
Q2 | $1.82M | Sell |
35,600
-668,160
| -95% | -$32.9M | 0.02% | 90 |
|
|
2019
Q1 | $34M | Buy |
703,760
+669,024
| +1,926% | +$30.6M | 0.41% | 48 |
|
|
2018
Q4 | $1.51M | Sell |
34,736
-2,458,220
| -99% | -$107M | 0.02% | 69 |
|
|
2018
Q3 | $104M | Buy |
2,492,956
+2,200,956
| +754% | +$93.7M | 1.4% | 13 |
|
|
2018
Q2 | $12.2M | Hold |
292,000
| – | – | 0.17% | 66 |
|
|
2018
Q1 | $11.9M | Hold |
292,000
| – | – | 0.22% | 62 |
|
|
2017
Q4 | $11.4M | Sell |
292,000
-914,944
| -76% | -$35.3M | 0.28% | 56 |
|
|
2017
Q3 | $44.2M | Sell |
1,206,944
-24,400
| -2% | -$894K | 0.99% | 31 |
|
|
2017
Q2 | $43.1M | Hold |
1,231,344
| – | – | 1.05% | 26 |
|
|
2017
Q1 | $39.5M | Sell |
1,231,344
-2,308,964
| -65% | -$72.6M | 1.01% | 30 |
|
|
2016
Q4 | $106M | Buy |
3,540,308
+1,954,708
| +123% | +$58.4M | 3.36% | 7 |
|
|
2016
Q3 | $48.5M | Buy |
1,585,600
+657,200
| +71% | +$20.7M | 1.34% | 24 |
|
|
2016
Q2 | $30.3M | Hold |
928,400
| – | – | 0.91% | 38 |
|
|
2016
Q1 | $27.5M | Hold |
928,400
| – | – | 1.15% | 22 |
|
|
2015
Q4 | $24.1M | Sell |
928,400
-829,932
| -47% | -$21M | 1.81% | 12 |
|
|
2015
Q3 | $42.9M | Buy |
1,758,332
+558,332
| +47% | +$14.2M | 3.49% | 8 |
|
|
2015
Q2 | $29.4M | Buy |
+1,200,000
| New | +$30.5M | 1.84% | 21 |
|
|
2014
Q4 | – | Sell |
-500,000
| Closed | -$11.7M | – | 64 |
|
|
2014
Q3 | $11.7M | Buy |
+500,000
| New | +$12.1M | 1.2% | 33 |
|
|
2014
Q2 | – | Sell |
-400,000
| Closed | -$9.56M | – | 59 |
|
|
2014
Q1 | $9.56M | Sell |
400,000
-2,540,260
| -86% | -$57.6M | 1.5% | 25 |
|
|
2013
Q4 | $62.9M | Buy |
+2,940,260
| New | +$62M | 10.69% | 2 |
|
|
2013
Q3 | – | Sell |
-800,000
| Closed | -$16.3M | – | 47 |
|
|
2013
Q2 | $16.3M | Buy |
+800,000
| New | +$15.9M | 5.2% | 8 |
|
Other funds holding NEE
