Chesley Taft & Associates’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 | $10.1M | Sell |
145,417
-2,062
| -1% | -$143K | 0.45% | 58 |
|
|
2025
Q1 | $10.5M | Buy |
147,479
+1,561
| +1% | +$111K | 0.51% | 55 |
|
|
2024
Q4 | $10.5M | Sell |
145,918
-2,223
| -2% | -$159K | 0.49% | 54 |
|
|
2024
Q3 | $12.5M | Buy |
148,141
+3,755
| +3% | +$317K | 0.6% | 49 |
|
|
2024
Q2 | $10.2M | Buy |
144,386
+13,225
| +10% | +$936K | 0.51% | 52 |
|
|
2024
Q1 | $8.38M | Buy |
131,161
+3,473
| +3% | +$222K | 0.43% | 59 |
|
|
2023
Q4 | $7.76M | Buy |
127,688
+539
| +0.4% | +$32.7K | 0.44% | 57 |
|
|
2023
Q3 | $7.28M | Buy |
127,149
+291
| +0.2% | +$16.7K | 0.47% | 54 |
|
|
2023
Q2 | $9.41M | Sell |
126,858
-2,528
| -2% | -$188K | 0.58% | 51 |
|
|
2023
Q1 | $9.97M | Buy |
129,386
+3,532
| +3% | +$272K | 0.65% | 44 |
|
|
2022
Q4 | $10.5M | Buy |
125,854
+574
| +0.5% | +$48K | 0.72% | 42 |
|
|
2022
Q3 | $9.82M | Buy |
125,280
+401
| +0.3% | +$31.4K | 0.72% | 40 |
|
|
2022
Q2 | $9.67M | Buy |
124,879
+40
| +0% | +$3.1K | 0.66% | 45 |
|
|
2022
Q1 | $10.5M | Buy |
124,839
+305
| +0.2% | +$25.6K | 0.61% | 48 |
|
|
2021
Q4 | $11.6M | Buy |
124,534
+340
| +0.3% | +$31.7K | 0.6% | 50 |
|
|
2021
Q3 | $9.75M | Buy |
124,194
+1,385
| +1% | +$109K | 0.56% | 51 |
|
|
2021
Q2 | $9M | Sell |
122,809
-100
| -0.1% | -$7.33K | 0.52% | 56 |
|
|
2021
Q1 | $9.44M | Buy |
122,909
+1,450
| +1% | +$111K | 0.56% | 55 |
|
|
2020
Q4 | $9.37M | Buy |
121,459
+1,991
| +2% | +$154K | 0.6% | 50 |
|
|
2020
Q3 | $8.29M | Sell |
119,468
-3,252
| -3% | -$226K | 0.59% | 49 |
|
|
2020
Q2 | $7.37M | Buy |
122,720
+600
| +0.5% | +$36K | 0.56% | 48 |
|
|
2020
Q1 | $7.35M | Buy |
122,120
+8,640
| +8% | +$520K | 0.67% | 43 |
|
|
2019
Q4 | $6.87M | Buy |
113,480
+15,780
| +16% | +$955K | 0.49% | 60 |
|
|
2019
Q3 | $5.69M | Buy |
97,700
+5,864
| +6% | +$342K | 0.44% | 63 |
|
|
2019
Q2 | $4.7M | Buy |
91,836
+3,440
| +4% | +$176K | 0.37% | 69 |
|
|
2019
Q1 | $4.27M | Buy |
88,396
+1,280
| +1% | +$61.9K | 0.36% | 70 |
|
|
2018
Q4 | $3.79M | Buy |
87,116
+37,100
| +74% | +$1.61M | 0.37% | 72 |
|
|
2018
Q3 | $2.1M | Hold |
50,016
| – | – | 0.17% | 114 |
|
|
2018
Q2 | $2.09M | Hold |
50,016
| – | – | 0.18% | 112 |
|
|
2018
Q1 | $2.04M | Sell |
50,016
-3,176
| -6% | -$130K | 0.18% | 112 |
|
|
2017
Q4 | $2.08M | Sell |
53,192
-1,192
| -2% | -$46.5K | 0.18% | 116 |
|
|
2017
Q3 | $1.99M | Hold |
54,384
| – | – | 0.17% | 120 |
|
|
2017
Q2 | $1.91M | Hold |
54,384
| – | – | 0.17% | 121 |
|
|
2017
Q1 | $1.75M | Sell |
54,384
-1,680
| -3% | -$53.9K | 0.16% | 120 |
|
|
2016
Q4 | $1.67M | Sell |
56,064
-1,200
| -2% | -$35.8K | 0.17% | 116 |
|
|
2016
Q3 | $1.75M | Sell |
57,264
-4,480
| -7% | -$137K | 0.18% | 111 |
|
|
2016
Q2 | $2.01M | Sell |
61,744
-300
| -0.5% | -$9.78K | 0.21% | 103 |
|
|
2016
Q1 | $1.84M | Buy |
62,044
+248
| +0.4% | +$7.34K | 0.19% | 103 |
|
|
2015
Q4 | $1.61M | Sell |
61,796
-4,000
| -6% | -$104K | 0.17% | 114 |
|
|
2015
Q3 | $1.61M | Buy |
65,796
+1,120
| +2% | +$27.3K | 0.18% | 107 |
|
|
2015
Q2 | $1.59M | Hold |
64,676
| – | – | 0.16% | 113 |
|
|
2015
Q1 | $1.68M | Hold |
64,676
| – | – | 0.17% | 110 |
|
|
2014
Q4 | $1.72M | Buy |
64,676
+400
| +0.6% | +$10.6K | 0.17% | 112 |
|
|
2014
Q3 | $1.51M | Sell |
64,276
-924
| -1% | -$21.7K | 0.16% | 117 |
|
|
2014
Q2 | $1.67M | Sell |
65,200
-2,520
| -4% | -$64.5K | 0.17% | 116 |
|
|
2014
Q1 | $1.62M | Buy |
67,720
+400
| +0.6% | +$9.56K | 0.17% | 113 |
|
|
2013
Q4 | $1.44M | Hold |
67,320
| – | – | 0.14% | 135 |
|
|
2013
Q3 | $1.35M | Hold |
67,320
| – | – | 0.15% | 136 |
|
|
2013
Q2 | $1.37M | Buy |
+67,320
| New | +$1.37M | 0.16% | 131 |
|