Brandywine Trust’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 | $555K | Hold |
8,000
| – | – | 0.08% | 26 |
|
2025
Q1 | $567K | Hold |
8,000
| – | – | 0.09% | 24 |
|
2024
Q4 | $574K | Hold |
8,000
| – | – | 0.09% | 25 |
|
2024
Q3 | $676K | Hold |
8,000
| – | – | 0.1% | 22 |
|
2024
Q2 | $566K | Hold |
8,000
| – | – | 0.09% | 22 |
|
2024
Q1 | $511K | Hold |
8,000
| – | – | 0.09% | 22 |
|
2023
Q4 | $486K | Hold |
8,000
| – | – | 0.1% | 22 |
|
2023
Q3 | $458K | Hold |
8,000
| – | – | 0.11% | 21 |
|
2023
Q2 | $594K | Hold |
8,000
| – | – | 0.13% | 21 |
|
2023
Q1 | $617K | Hold |
8,000
| – | – | 0.17% | 20 |
|
2022
Q4 | $669K | Hold |
8,000
| – | – | 0.2% | 19 |
|
2022
Q3 | $627K | Hold |
8,000
| – | – | 0.23% | 17 |
|
2022
Q2 | $620K | Hold |
8,000
| – | – | 0.21% | 18 |
|
2022
Q1 | $678K | Hold |
8,000
| – | – | 0.22% | 23 |
|
2021
Q4 | $747K | Hold |
8,000
| – | – | 0.25% | 22 |
|
2021
Q3 | $628K | Hold |
8,000
| – | – | 0.22% | 25 |
|
2021
Q2 | $586K | Hold |
8,000
| – | – | 0.19% | 25 |
|
2021
Q1 | $605K | Hold |
8,000
| – | – | 0.19% | 24 |
|
2020
Q4 | $617K | Hold |
8,000
| – | – | 0.22% | 23 |
|
2020
Q3 | $555K | Hold |
8,000
| – | – | 0.21% | 21 |
|
2020
Q2 | $480K | Hold |
8,000
| – | – | 0.16% | 26 |
|
2020
Q1 | $481K | Hold |
8,000
| – | – | 0.33% | 34 |
|
2019
Q4 | $484K | Hold |
8,000
| – | – | 0.28% | 38 |
|
2019
Q3 | $466K | Hold |
8,000
| – | – | 0.31% | 36 |
|
2019
Q2 | $410K | Hold |
8,000
| – | – | 0.29% | 33 |
|
2019
Q1 | $387K | Hold |
8,000
| – | – | 0.34% | 33 |
|
2018
Q4 | $348K | Hold |
8,000
| – | – | 0.34% | 31 |
|
2018
Q3 | $335K | Hold |
8,000
| – | – | 0.29% | 33 |
|
2018
Q2 | $334K | Hold |
8,000
| – | – | 0.29% | 32 |
|
2018
Q1 | $327K | Hold |
8,000
| – | – | 0.29% | 31 |
|
2017
Q4 | $312K | Hold |
8,000
| – | – | 0.26% | 31 |
|
2017
Q3 | $293K | Hold |
8,000
| – | – | 0.26% | 31 |
|
2017
Q2 | $280K | Hold |
8,000
| – | – | 0.29% | 21 |
|
2017
Q1 | $257K | Hold |
8,000
| – | – | 0.17% | 21 |
|
2016
Q4 | $239K | Hold |
8,000
| – | – | 0.16% | 21 |
|
2016
Q3 | $245K | Hold |
8,000
| – | – | 0.18% | 20 |
|
2016
Q2 | $261K | Hold |
8,000
| – | – | 0.17% | 20 |
|
2016
Q1 | $237K | Hold |
8,000
| – | – | 0.17% | 20 |
|
2015
Q4 | $208K | Buy |
+8,000
| New | +$208K | 0.16% | 21 |
|
2015
Q2 | – | Sell |
-8,000
| Closed | -$208K | – | 21 |
|
2015
Q1 | $208K | Hold |
8,000
| – | – | 0.13% | 20 |
|
2014
Q4 | $213K | Buy |
+8,000
| New | +$213K | 0.2% | 21 |
|
2014
Q3 | – | Sell |
-8,000
| Closed | -$205K | – | 22 |
|
2014
Q2 | $205K | Buy |
+8,000
| New | +$205K | 0.25% | 21 |
|