CAM
Congress Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
205,142
-1,339
| -0.6% | -$93K | 0.1% | 165 |
|
|
2025
Q1 | $14.6M | Buy |
206,481
+3,527
| +2% | +$250K | 0.11% | 159 |
|
|
2024
Q4 | $14.5M | Buy |
202,954
+17,448
| +9% | +$1.25M | 0.1% | 166 |
|
|
2024
Q3 | $15.7M | Sell |
185,506
-639
| -0.3% | -$54K | 0.11% | 147 |
|
|
2024
Q2 | $13.2M | Sell |
186,145
-11,699
| -6% | -$828K | 0.09% | 161 |
|
|
2024
Q1 | $12.6M | Sell |
197,844
-4,658
| -2% | -$298K | 0.09% | 160 |
|
|
2023
Q4 | $12.3M | Sell |
202,502
-20,461
| -9% | -$1.24M | 0.1% | 158 |
|
|
2023
Q3 | $12.8M | Buy |
222,963
+668
| +0.3% | +$38.3K | 0.11% | 145 |
|
|
2023
Q2 | $16.5M | Buy |
222,295
+1,333
| +0.6% | +$98.9K | 0.14% | 127 |
|
|
2023
Q1 | $17M | Buy |
220,962
+874
| +0.4% | +$67.4K | 0.16% | 126 |
|
|
2022
Q4 | $18.4M | Buy |
220,088
+1,752
| +0.8% | +$146K | 0.18% | 97 |
|
|
2022
Q3 | $17.1M | Sell |
218,336
-47,828
| -18% | -$3.75M | 0.18% | 98 |
|
|
2022
Q2 | $20.6M | Buy |
266,164
+51,362
| +24% | +$3.98M | 0.2% | 95 |
|
|
2022
Q1 | $18.2M | Buy |
214,802
+2,607
| +1% | +$221K | 0.15% | 93 |
|
|
2021
Q4 | $19.8M | Sell |
212,195
-484
| -0.2% | -$45.2K | 0.15% | 92 |
|
|
2021
Q3 | $16.7M | Buy |
212,679
+5,241
| +3% | +$412K | 0.13% | 100 |
|
|
2021
Q2 | $15.2M | Buy |
207,438
+8,575
| +4% | +$628K | 0.13% | 97 |
|
|
2021
Q1 | $15M | Buy |
198,863
+2,519
| +1% | +$190K | 0.14% | 95 |
|
|
2020
Q4 | $15.1M | Buy |
196,344
+147,494
| +302% | +$11.4M | 0.14% | 90 |
|
|
2020
Q3 | $13.6M | Sell |
48,850
-1,137
| -2% | -$316K | 0.15% | 91 |
|
|
2020
Q2 | $12M | Sell |
49,987
-951
| -2% | -$228K | 0.14% | 90 |
|
|
2020
Q1 | $12.3M | Buy |
50,938
+1,398
| +3% | +$336K | 0.19% | 78 |
|
|
2019
Q4 | $12M | Buy |
49,540
+469
| +1% | +$114K | 0.15% | 90 |
|
|
2019
Q3 | $11.4M | Sell |
49,071
-584
| -1% | -$136K | 0.15% | 87 |
|
|
2019
Q2 | $10.2M | Buy |
49,655
+141
| +0.3% | +$28.9K | 0.13% | 93 |
|
|
2019
Q1 | $9.57M | Buy |
49,514
+8,278
| +20% | +$1.6M | 0.13% | 97 |
|
|
2018
Q4 | $7.17M | Buy |
41,236
+1,137
| +3% | +$198K | 0.11% | 113 |
|
|
2018
Q3 | $6.72M | Buy |
40,099
+658
| +2% | +$110K | 0.09% | 145 |
|
|
2018
Q2 | $6.59M | Buy |
39,441
+1,299
| +3% | +$217K | 0.09% | 141 |
|
|
2018
Q1 | $6.23M | Buy |
38,142
+1,730
| +5% | +$283K | 0.09% | 148 |
|
|
2017
Q4 | $5.69M | Buy |
36,412
+125
| +0.3% | +$19.5K | 0.08% | 149 |
|
|
2017
Q3 | $5.32M | Sell |
36,287
-181
| -0.5% | -$26.5K | 0.08% | 153 |
|
|
2017
Q2 | $5.11M | Buy |
36,468
+1,520
| +4% | +$213K | 0.09% | 137 |
|
|
2017
Q1 | $4.49M | Buy |
34,948
+1,016
| +3% | +$130K | 0.09% | 151 |
|
|
2016
Q4 | $4.05M | Buy |
33,932
+1,791
| +6% | +$214K | 0.09% | 157 |
|
|
2016
Q3 | $3.93M | Buy |
32,141
+941
| +3% | +$115K | 0.09% | 155 |
|
|
2016
Q2 | $4.07M | Buy |
31,200
+112
| +0.4% | +$14.6K | 0.09% | 142 |
|
|
2016
Q1 | $3.68M | Buy |
31,088
+925
| +3% | +$109K | 0.09% | 140 |
|
|
2015
Q4 | $3.13M | Buy |
30,163
+1,296
| +4% | +$135K | 0.08% | 152 |
|
|
2015
Q3 | $2.82M | Buy |
28,867
+1,760
| +6% | +$172K | 0.07% | 152 |
|
|
2015
Q2 | $2.66M | Buy |
27,107
+1,410
| +5% | +$138K | 0.08% | 163 |
|
|
2015
Q1 | $2.67M | Buy |
25,697
+2,117
| +9% | +$220K | 0.06% | 159 |
|
|
2014
Q4 | $2.51M | Buy |
23,580
+2,441
| +12% | +$259K | 0.06% | 162 |
|
|
2014
Q3 | $1.98M | Buy |
21,139
+1,365
| +7% | +$128K | 0.05% | 173 |
|
|
2014
Q2 | $2.03M | Buy |
19,774
+751
| +4% | +$76.9K | 0.05% | 173 |
|
|
2014
Q1 | $1.82M | Buy |
19,023
+1,110
| +6% | +$106K | 0.05% | 176 |
|
|
2013
Q4 | $1.53M | Sell |
17,913
-3,267
| -15% | -$280K | 0.04% | 177 |
|
|
2013
Q3 | $1.7M | Buy |
21,180
+2,880
| +16% | +$231K | 0.05% | 163 |
|
|
2013
Q2 | $1.49M | Buy |
+18,300
| New | +$1.49M | 0.04% | 160 |
|