Caldwell Trust’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 | $16.3M | Sell |
175,422
-1,704
| -1% | -$151K | 1.46% | 11 |
|
|
2025
Q4 | $14.2M | Sell |
177,126
-3,253
| -2% | -$269K | 1.26% | 14 |
|
|
2025
Q3 | $13.6M | Sell |
180,379
-3,460
| -2% | -$253K | 1.27% | 14 |
|
|
2025
Q2 | $12.8M | Buy |
183,839
+2,955
| +2% | +$205K | 1.28% | 14 |
|
|
2025
Q1 | $12.8M | Sell |
180,884
-7,097
| -4% | -$501K | 1.38% | 12 |
|
|
2024
Q4 | $13.5M | Sell |
187,981
-6,331
| -3% | -$492K | 1.41% | 11 |
|
|
2024
Q3 | $16.4M | Sell |
194,312
-3,983
| -2% | -$311K | 1.72% | 9 |
|
|
2024
Q2 | $14M | Buy |
198,295
+3,211
| +2% | +$228K | 1.55% | 10 |
|
|
2024
Q1 | $12.5M | Sell |
195,084
-12,795
| -6% | -$750K | 1.45% | 12 |
|
|
2023
Q4 | $12.6M | Sell |
207,879
-8,246
| -4% | -$470K | 1.59% | 10 |
|
|
2023
Q3 | $12.4M | Sell |
216,125
-6,443
| -3% | -$446K | 1.69% | 8 |
|
|
2023
Q2 | $16.5M | Sell |
222,568
-2,138
| -1% | -$162K | 2.15% | 8 |
|
|
2023
Q1 | $17.3M | Sell |
224,706
-1,977
| -0.9% | -$152K | 2.4% | 5 |
|
|
2022
Q4 | $19M | Sell |
226,683
-4,558
| -2% | -$368K | 2.68% | 5 |
|
|
2022
Q3 | $18.1M | Sell |
231,241
-2,659
| -1% | -$226K | 2.69% | 5 |
|
|
2022
Q2 | $18.1M | Sell |
233,900
-4,542
| -2% | -$346K | 2.49% | 5 |
|
|
2022
Q1 | $20.2M | Buy |
238,442
+6,802
| +3% | +$545K | 2.41% | 7 |
|
|
2021
Q4 | $21.6M | Sell |
231,640
-5,202
| -2% | -$450K | 2.49% | 8 |
|
|
2021
Q3 | $18.6M | Sell |
236,842
-8,873
| -4% | -$716K | 2.35% | 8 |
|
|
2021
Q2 | $18M | Sell |
245,715
-2,316
| -0.9% | -$174K | 2.36% | 8 |
|
|
2021
Q1 | $18.8M | Sell |
248,031
-589
| -0.2% | -$46K | 2.62% | 6 |
|
|
2020
Q4 | $19.2M | Sell |
248,620
-516
| -0.2% | -$38.6K | 2.9% | 5 |
|
|
2020
Q3 | $17.3M | Sell |
249,136
-7,932
| -3% | -$548K | 2.84% | 6 |
|
|
2020
Q2 | $15.4M | Sell |
257,068
-4,260
| -2% | -$255K | 2.59% | 6 |
|
|
2020
Q1 | $15.7M | Sell |
261,328
-5,720
| -2% | -$360K | 2.98% | 4 |
|
|
2019
Q4 | $16.2M | Buy |
+267,048
| New | +$15.6M | 2.47% | 3 |
|
Other funds holding NEE
VCM
VPM
