Atwood & Palmer’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 | $668K | Hold |
9,616
| – | – | 0.04% | 104 |
|
|
2025
Q1 | $682K | Hold |
9,616
| – | – | 0.05% | 99 |
|
|
2024
Q4 | $689K | Hold |
9,616
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $813K | Hold |
9,616
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $681K | Sell |
9,616
-187
| -2% | -$13.2K | 0.05% | 94 |
|
|
2024
Q1 | $627K | Sell |
9,803
-640
| -6% | -$40.9K | 0.05% | 98 |
|
|
2023
Q4 | $634K | Sell |
10,443
-229
| -2% | -$13.9K | 0.05% | 98 |
|
|
2023
Q3 | $611K | Hold |
10,672
| – | – | 0.05% | 95 |
|
|
2023
Q2 | $792K | Sell |
10,672
-395
| -4% | -$29.3K | 0.07% | 93 |
|
|
2023
Q1 | $853K | Hold |
11,067
| – | – | 0.08% | 83 |
|
|
2022
Q4 | $925K | Hold |
11,067
| – | – | 0.08% | 91 |
|
|
2022
Q3 | $868K | Sell |
11,067
-1,094
| -9% | -$85.8K | 0.09% | 89 |
|
|
2022
Q2 | $942K | Buy |
12,161
+52
| +0.4% | +$4.03K | 0.09% | 80 |
|
|
2022
Q1 | $1.03M | Hold |
12,109
| – | – | 0.09% | 81 |
|
|
2021
Q4 | $1.13M | Buy |
12,109
+100
| +0.8% | +$9.33K | 0.09% | 80 |
|
|
2021
Q3 | $943K | Hold |
12,009
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $880K | Sell |
12,009
-858
| -7% | -$62.9K | 0.08% | 83 |
|
|
2021
Q1 | $973K | Buy |
12,867
+400
| +3% | +$30.2K | 0.09% | 80 |
|
|
2020
Q4 | $962K | Sell |
12,467
-3,225
| -21% | -$249K | 0.1% | 77 |
|
|
2020
Q3 | $1.09M | Hold |
15,692
| – | – | 0.14% | 66 |
|
|
2020
Q2 | $942K | Hold |
15,692
| – | – | 0.13% | 68 |
|
|
2020
Q1 | $944K | Sell |
15,692
-744
| -5% | -$44.8K | 0.15% | 67 |
|
|
2019
Q4 | $995K | Hold |
16,436
| – | – | 0.13% | 67 |
|
|
2019
Q3 | $957K | Hold |
16,436
| – | – | 0.13% | 68 |
|
|
2019
Q2 | $842K | Hold |
16,436
| – | – | 0.11% | 75 |
|
|
2019
Q1 | $794K | Hold |
16,436
| – | – | 0.11% | 72 |
|
|
2018
Q4 | $714K | Sell |
16,436
-860
| -5% | -$37.4K | 0.11% | 72 |
|
|
2018
Q3 | $725K | Hold |
17,296
| – | – | 0.09% | 75 |
|
|
2018
Q2 | $722K | Sell |
17,296
-1,360
| -7% | -$56.8K | 0.1% | 73 |
|
|
2018
Q1 | $762K | Sell |
18,656
-800
| -4% | -$32.7K | 0.11% | 72 |
|
|
2017
Q4 | $760K | Sell |
19,456
-1,540
| -7% | -$60.2K | 0.11% | 73 |
|
|
2017
Q3 | $769K | Sell |
20,996
-640
| -3% | -$23.4K | 0.11% | 73 |
|
|
2017
Q2 | $758K | Buy |
21,636
+2,800
| +15% | +$98.1K | 0.12% | 69 |
|
|
2017
Q1 | $604K | Hold |
18,836
| – | – | 0.1% | 77 |
|
|
2016
Q4 | $563K | Hold |
18,836
| – | – | 0.1% | 72 |
|
|
2016
Q3 | $576K | Hold |
18,836
| – | – | 0.1% | 70 |
|
|
2016
Q2 | $614K | Sell |
18,836
-4,000
| -18% | -$130K | 0.11% | 74 |
|
|
2016
Q1 | $676K | Hold |
22,836
| – | – | 0.12% | 75 |
|
|
2015
Q4 | $593K | Hold |
22,836
| – | – | 0.11% | 85 |
|
|
2015
Q3 | $557K | Hold |
22,836
| – | – | 0.11% | 87 |
|
|
2015
Q2 | $560K | Buy |
22,836
+800
| +4% | +$19.6K | 0.1% | 92 |
|
|
2015
Q1 | $573K | Hold |
22,036
| – | – | 0.1% | 92 |
|
|
2014
Q4 | $586K | Hold |
22,036
| – | – | 0.11% | 84 |
|
|
2014
Q3 | $517K | Buy |
22,036
+10,036
| +84% | +$235K | 0.1% | 90 |
|
|
2014
Q2 | $307K | Sell |
12,000
-11,636
| -49% | -$298K | 0.08% | 94 |
|
|
2014
Q1 | $565K | Hold |
23,636
| – | – | 0.13% | 72 |
|
|
2013
Q4 | $506K | Sell |
23,636
-2,000
| -8% | -$42.8K | 0.12% | 75 |
|
|
2013
Q3 | $514K | Hold |
25,636
| – | – | 0.14% | 67 |
|
|
2013
Q2 | $522K | Buy |
+25,636
| New | +$522K | 0.14% | 72 |
|