DADC
D.A. Davidson & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.1M | Buy |
1,009,785
+404,290
| +67% | +$28.1M | 0.49% | 40 |
|
|
2025
Q1 | $42.9M | Buy |
605,495
+7,363
| +1% | +$522K | 0.34% | 57 |
|
|
2024
Q4 | $42.9M | Sell |
598,132
-4,309
| -0.7% | -$309K | 0.35% | 54 |
|
|
2024
Q3 | $50.9M | Sell |
602,441
-12,415
| -2% | -$1.05M | 0.42% | 48 |
|
|
2024
Q2 | $43.5M | Buy |
614,856
+32,077
| +6% | +$2.27M | 0.39% | 50 |
|
|
2024
Q1 | $37.2M | Buy |
582,779
+8,572
| +1% | +$548K | 0.34% | 55 |
|
|
2023
Q4 | $34.9M | Buy |
574,207
+1,496
| +0.3% | +$90.9K | 0.34% | 55 |
|
|
2023
Q3 | $32.8M | Buy |
572,711
+28,721
| +5% | +$1.65M | 0.36% | 55 |
|
|
2023
Q2 | $40.4M | Buy |
543,990
+9,090
| +2% | +$674K | 0.43% | 47 |
|
|
2023
Q1 | $41.2M | Buy |
534,900
+25,406
| +5% | +$1.96M | 0.46% | 44 |
|
|
2022
Q4 | $42.6M | Sell |
509,494
-9,636
| -2% | -$806K | 0.5% | 43 |
|
|
2022
Q3 | $40.7M | Sell |
519,130
-11,336
| -2% | -$890K | 0.53% | 38 |
|
|
2022
Q2 | $41.1M | Sell |
530,466
-2,183
| -0.4% | -$169K | 0.52% | 37 |
|
|
2022
Q1 | $45.1M | Buy |
532,649
+16,115
| +3% | +$1.37M | 0.49% | 42 |
|
|
2021
Q4 | $48.2M | Buy |
516,534
+3,022
| +0.6% | +$282K | 0.51% | 34 |
|
|
2021
Q3 | $40.3M | Buy |
513,512
+4,725
| +0.9% | +$371K | 0.47% | 40 |
|
|
2021
Q2 | $37.3M | Buy |
508,787
+13,830
| +3% | +$1.01M | 0.44% | 47 |
|
|
2021
Q1 | $37.4M | Buy |
494,957
+25,274
| +5% | +$1.91M | 0.48% | 44 |
|
|
2020
Q4 | $36.2M | Buy |
469,683
+348,907
| +289% | +$26.9M | 0.55% | 36 |
|
|
2020
Q3 | $33.5M | Buy |
120,776
+1,372
| +1% | +$381K | 0.58% | 34 |
|
|
2020
Q2 | $28.7M | Sell |
119,404
-12,189
| -9% | -$2.93M | 0.54% | 37 |
|
|
2020
Q1 | $31.7M | Sell |
131,593
-1,944
| -1% | -$468K | 0.62% | 34 |
|
|
2019
Q4 | $32.3M | Buy |
133,537
+7,406
| +6% | +$1.79M | 0.52% | 42 |
|
|
2019
Q3 | $29.4M | Sell |
126,131
-269
| -0.2% | -$62.7K | 0.53% | 43 |
|
|
2019
Q2 | $25.9M | Sell |
126,400
-88,961
| -41% | -$18.2M | 0.48% | 47 |
|
|
2019
Q1 | $41.5M | Sell |
215,361
-406
| -0.2% | -$78.3K | 0.71% | 33 |
|
|
2018
Q4 | $37.5M | Buy |
215,767
+9,600
| +5% | +$1.67M | 0.73% | 33 |
|
|
2018
Q3 | $34.6M | Sell |
206,167
-23
| -0% | -$3.86K | 0.61% | 35 |
|
|
2018
Q2 | $34.4M | Sell |
206,190
-7,559
| -4% | -$1.26M | 0.68% | 30 |
|
|
2018
Q1 | $34.9M | Buy |
213,749
+3,639
| +2% | +$594K | 0.72% | 27 |
|
|
2017
Q4 | $32.8M | Buy |
210,110
+2,132
| +1% | +$333K | 0.69% | 32 |
|
|
2017
Q3 | $30.5M | Buy |
207,978
+1,599
| +0.8% | +$234K | 0.6% | 32 |
|
|
2017
Q2 | $28.9M | Buy |
206,379
+8,099
| +4% | +$1.13M | 0.65% | 32 |
|
|
2017
Q1 | $25.5M | Buy |
198,280
+7,959
| +4% | +$1.02M | 0.62% | 34 |
|
|
2016
Q4 | $22.7M | Buy |
190,321
+18,806
| +11% | +$2.25M | 0.52% | 43 |
|
|
2016
Q3 | $21M | Buy |
171,515
+9,738
| +6% | +$1.19M | 0.52% | 39 |
|
|
2016
Q2 | $21.1M | Buy |
161,777
+9,129
| +6% | +$1.19M | 0.62% | 32 |
|
|
2016
Q1 | $18.1M | Buy |
152,648
+2,591
| +2% | +$307K | 0.56% | 34 |
|
|
2015
Q4 | $15.6M | Buy |
150,057
+535
| +0.4% | +$55.6K | 0.51% | 39 |
|
|
2015
Q3 | $14.6M | Buy |
149,522
+310
| +0.2% | +$30.2K | 0.51% | 39 |
|
|
2015
Q2 | $14.6M | Sell |
149,212
-1,108
| -0.7% | -$109K | 0.48% | 44 |
|
|
2015
Q1 | $15.6M | Sell |
150,320
-21,352
| -12% | -$2.22M | 0.51% | 42 |
|
|
2014
Q4 | $18.2M | Buy |
171,672
+1,266
| +0.7% | +$135K | 0.6% | 35 |
|
|
2014
Q3 | $16M | Buy |
170,406
+6,691
| +4% | +$628K | 0.54% | 40 |
|
|
2014
Q2 | $16.8M | Buy |
163,715
+17,867
| +12% | +$1.83M | 0.57% | 36 |
|
|
2014
Q1 | $13.9M | Buy |
145,848
+15,219
| +12% | +$1.45M | 0.5% | 40 |
|
|
2013
Q4 | $11.2M | Buy |
130,629
+11,498
| +10% | +$984K | 0.42% | 52 |
|
|
2013
Q3 | $9.55M | Buy |
119,131
+8,420
| +8% | +$675K | 0.43% | 50 |
|
|
2013
Q2 | $9.02M | Buy |
+110,711
| New | +$9.02M | 0.44% | 45 |
|