Chevy Chase Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149M | Buy |
2,140,467
+13,347
| +0.6% | +$927K | 0.43% | 38 |
|
|
2025
Q1 | $151M | Sell |
2,127,120
-23,501
| -1% | -$1.67M | 0.48% | 31 |
|
|
2024
Q4 | $154M | Sell |
2,150,621
-34,788
| -2% | -$2.49M | 0.47% | 36 |
|
|
2024
Q3 | $185M | Sell |
2,185,409
-16,984
| -0.8% | -$1.44M | 0.57% | 31 |
|
|
2024
Q2 | $156M | Sell |
2,202,393
-33,585
| -2% | -$2.38M | 0.5% | 33 |
|
|
2024
Q1 | $143M | Sell |
2,235,978
-341,927
| -13% | -$21.9M | 0.47% | 41 |
|
|
2023
Q4 | $157M | Sell |
2,577,905
-8,642
| -0.3% | -$525K | 0.56% | 30 |
|
|
2023
Q3 | $148M | Sell |
2,586,547
-48,493
| -2% | -$2.78M | 0.59% | 31 |
|
|
2023
Q2 | $196M | Sell |
2,635,040
-36,148
| -1% | -$2.68M | 0.73% | 22 |
|
|
2023
Q1 | $206M | Sell |
2,671,188
-54,644
| -2% | -$4.21M | 0.81% | 18 |
|
|
2022
Q4 | $228M | Sell |
2,725,832
-176,802
| -6% | -$14.8M | 0.97% | 14 |
|
|
2022
Q3 | $228M | Buy |
2,902,634
+143,100
| +5% | +$11.2M | 0.97% | 15 |
|
|
2022
Q2 | $214M | Sell |
2,759,534
-184,030
| -6% | -$14.3M | 0.88% | 17 |
|
|
2022
Q1 | $249M | Sell |
2,943,564
-192,574
| -6% | -$16.3M | 0.86% | 16 |
|
|
2021
Q4 | $293M | Sell |
3,136,138
-24,730
| -0.8% | -$2.31M | 0.94% | 15 |
|
|
2021
Q3 | $248M | Sell |
3,160,868
-45,447
| -1% | -$3.57M | 0.86% | 16 |
|
|
2021
Q2 | $235M | Sell |
3,206,315
-143,636
| -4% | -$10.5M | 0.8% | 19 |
|
|
2021
Q1 | $253M | Sell |
3,349,951
-67,516
| -2% | -$5.1M | 0.9% | 16 |
|
|
2020
Q4 | $264M | Buy |
3,417,467
+2,567,392
| +302% | +$198M | 0.94% | 16 |
|
|
2020
Q3 | $236M | Sell |
850,075
-15,157
| -2% | -$4.21M | 0.93% | 16 |
|
|
2020
Q2 | $208M | Sell |
865,232
-40,078
| -4% | -$9.63M | 0.84% | 19 |
|
|
2020
Q1 | $218M | Buy |
905,310
+26,516
| +3% | +$6.38M | 1.01% | 16 |
|
|
2019
Q4 | $213M | Sell |
878,794
-2,167
| -0.2% | -$525K | 0.81% | 23 |
|
|
2019
Q3 | $205M | Buy |
880,961
+9,360
| +1% | +$2.18M | 0.84% | 22 |
|
|
2019
Q2 | $179M | Buy |
871,601
+7,326
| +0.8% | +$1.5M | 0.74% | 27 |
|
|
2019
Q1 | $168M | Buy |
864,275
+30,791
| +4% | +$5.99M | 0.7% | 27 |
|
|
2018
Q4 | $145M | Buy |
833,484
+38,798
| +5% | +$6.74M | 0.71% | 29 |
|
|
2018
Q3 | $133M | Buy |
794,686
+10,575
| +1% | +$1.77M | 0.55% | 38 |
|
|
2018
Q2 | $131M | Buy |
784,111
+54,057
| +7% | +$9.03M | 0.57% | 34 |
|
|
2018
Q1 | $119M | Buy |
730,054
+14,274
| +2% | +$2.33M | 0.53% | 39 |
|
|
2017
Q4 | $112M | Buy |
715,780
+10,574
| +1% | +$1.65M | 0.48% | 46 |
|
|
2017
Q3 | $103M | Buy |
705,206
+15,386
| +2% | +$2.25M | 0.47% | 47 |
|
|
2017
Q2 | $96.7M | Buy |
689,820
+10,897
| +2% | +$1.53M | 0.46% | 48 |
|
|
2017
Q1 | $87.2M | Buy |
678,923
+30,501
| +5% | +$3.92M | 0.43% | 50 |
|
|
2016
Q4 | $77.5M | Sell |
648,422
-3,537
| -0.5% | -$423K | 0.41% | 57 |
|
|
2016
Q3 | $79.7M | Sell |
651,959
-13,232
| -2% | -$1.62M | 0.44% | 52 |
|
|
2016
Q2 | $86.7M | Buy |
665,191
+13,710
| +2% | +$1.79M | 0.48% | 49 |
|
|
2016
Q1 | $77.1M | Buy |
651,481
+49,867
| +8% | +$5.9M | 0.44% | 53 |
|
|
2015
Q4 | $62.5M | Buy |
601,614
+13,426
| +2% | +$1.39M | 0.37% | 65 |
|
|
2015
Q3 | $57.4M | Buy |
588,188
+54,117
| +10% | +$5.28M | 0.36% | 65 |
|
|
2015
Q2 | $52.4M | Buy |
534,071
+8,688
| +2% | +$852K | 0.31% | 78 |
|
|
2015
Q1 | $54.7M | Buy |
525,383
+17,292
| +3% | +$1.8M | 0.33% | 73 |
|
|
2014
Q4 | $54M | Sell |
508,091
-4,790
| -0.9% | -$509K | 0.34% | 72 |
|
|
2014
Q3 | $48.2M | Buy |
512,881
+20,481
| +4% | +$1.92M | 0.31% | 77 |
|
|
2014
Q2 | $50.5M | Sell |
492,400
-5,977
| -1% | -$613K | 0.35% | 64 |
|
|
2014
Q1 | $47.7M | Buy |
498,377
+7,551
| +2% | +$722K | 0.34% | 66 |
|
|
2013
Q4 | $42M | Buy |
490,826
+16,030
| +3% | +$1.37M | 0.31% | 80 |
|
|
2013
Q3 | $38.1M | Buy |
474,796
+24,103
| +5% | +$1.93M | 0.31% | 75 |
|
|
2013
Q2 | $36.7M | Buy |
+450,693
| New | +$36.7M | 0.32% | 69 |
|