Bahl & Gaynor’s NextEra Energy NEE Stock Holding History

Bahl & Gaynor’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488M	Sell	5,249,543 -110,189	-2%	-$9.8M	2.46%	8
2025 Q4	$430M	Sell	5,359,732 -116,600	-2%	-$9.66M	2.18%	8
2025 Q3	$413M	Sell	5,476,332 -188,971	-3%	-$13.8M	2.05%	10
2025 Q2	$393M	Sell	5,665,303 -88,124	-2%	-$6.12M	1.99%	11
2025 Q1	$408M	Sell	5,753,427 -85,631	-1%	-$6.04M	2.08%	12
2024 Q4	$419M	Sell	5,839,058 -119,160	-2%	-$9.26M	2.21%	10
2024 Q3	$504M	Sell	5,958,218 -23,542	-0.4%	-$1.84M	2.59%	7
2024 Q2	$424M	Buy	5,981,760 +388,149	+7%	+$27.5M	2.37%	9
2024 Q1	$357M	Buy	5,593,611 +4,951	+0.1%	+$290K	1.99%	13
2023 Q4	$339M	Buy	5,588,660 +40,212	+0.7%	+$2.29M	2.04%	13
2023 Q3	$318M	Sell	5,548,448 -94,084	-2%	-$6.51M	2.03%	14
2023 Q2	$419M	Sell	5,642,532 -826,640	-13%	-$62.6M	2.55%	12
2023 Q1	$499M	Buy	6,469,172 +750,512	+13%	+$57.7M	2.68%	10
2022 Q4	$478M	Sell	5,718,660 -455,439	-7%	-$36.8M	2.99%	5
2022 Q3	$484M	Buy	6,174,099 +434,934	+8%	+$36.9M	3.21%	3
2022 Q2	$445M	Buy	5,739,165 +1,195,035	+26%	+$91M	2.93%	4
2022 Q1	$385M	Sell	4,544,130 -1,665,996	-27%	-$134M	2.83%	5
2021 Q4	$580M	Sell	6,210,126 -187,898	-3%	-$16.2M	3.24%	4
2021 Q3	$502M	Sell	6,398,024 -386,478	-6%	-$31.2M	3.08%	6
2021 Q2	$497M	Sell	6,784,502 -119,096	-2%	-$8.94M	3.03%	6
2021 Q1	$522M	Sell	6,903,598 -8,368,371	-55%	-$653M	3.3%	6
2020 Q4	$1.18B	Buy	15,271,969 +6,989,109	+84%	+$523M	7.5%	1
2020 Q3	$575M	Sell	8,282,860 -69,064	-0.8%	-$4.77M	4.08%	2
2020 Q2	$501M	Sell	8,351,924 -85,572	-1%	-$5.12M	3.77%	3
2020 Q1	$508M	Sell	8,437,496 -331,128	-4%	-$20.8M	4.42%	2
2019 Q4	$531M	Sell	8,768,624 -565,592	-6%	-$33M	3.68%	3
2019 Q3	$544M	Sell	9,334,216 -314,632	-3%	-$17M	3.93%	2
2019 Q2	$494M	Buy	9,648,848 +1,711,040	+22%	+$84.2M	3.66%	3
2019 Q1	$384M	Buy	7,937,808 +232,612	+3%	+$10.6M	3.52%	3
2018 Q4	$335M	Buy	7,705,196 +2,330,132	+43%	+$102M	3.58%	2
2018 Q3	$225M	Sell	5,375,064 -2,123,600	-28%	-$90.4M	2.9%	5
2018 Q2	$313M	Buy	7,498,664 +542,656	+8%	+$21.9M	3.28%	5
2018 Q1	$284M	Sell	6,956,008 -362,476	-5%	-$14M	3.13%	4
2017 Q4	$286M	Sell	7,318,484 -81,580	-1%	-$3.15M	2.94%	6
2017 Q3	$271M	Buy	7,400,064 +22,380	+0.3%	+$820K	2.97%	5
2017 Q2	$258M	Sell	7,377,684 -38,180	-0.5%	-$1.3M	2.95%	5
2017 Q1	$238M	Buy	7,415,864 +424,788	+6%	+$13.4M	2.73%	7
2016 Q4	$209M	Sell	6,991,076 -237,816	-3%	-$7.11M	2.55%	9
2016 Q3	$221M	Buy	7,228,892 +446,240	+7%	+$14.1M	2.67%	4
2016 Q2	$221M	Sell	6,782,652 -175,280	-3%	-$5.26M	2.87%	4
2016 Q1	$206M	Buy	6,957,932 +747,816	+12%	+$21M	2.73%	4
2015 Q4	$161M	Sell	6,210,116 -89,664	-1%	-$2.27M	2.21%	7
2015 Q3	$154M	Buy	6,299,780 +129,848	+2%	+$3.3M	2.21%	7
2015 Q2	$151M	Buy	6,169,932 +227,580	+4%	+$5.78M	2.03%	12
2015 Q1	$155M	Buy	5,942,352 +1,757,480	+42%	+$46.4M	2.09%	6
2014 Q4	$111M	Buy	4,184,872 +987,640	+31%	+$24.9M	1.55%	19
2014 Q3	$75M	Buy	3,197,232 +158,688	+5%	+$3.83M	1.12%	33
2014 Q2	$77.8M	Buy	3,038,544 +136,092	+5%	+$3.31M	1.18%	31
2014 Q1	$69.4M	Buy	2,902,452 +702,344	+32%	+$15.9M	1.11%	32
2013 Q4	$47.1M	Buy	2,200,108 +37,548	+2%	+$792K	0.77%	45
2013 Q3	$43.3M	Buy	2,162,560 +49,860	+2%	+$1.03M	0.78%	50
2013 Q2	$43M	Buy	+2,112,700	New	+$41.9M	0.81%	44