D.J. St. Germain’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 | $24.7M | Buy |
355,212
+172,082
| +94% | +$11.9M | 1.06% | 28 |
|
|
2025
Q1 | $13M | Buy |
183,130
+11,395
| +7% | +$808K | 0.61% | 54 |
|
|
2024
Q4 | $12.3M | Buy |
171,735
+9,425
| +6% | +$676K | 0.56% | 56 |
|
|
2024
Q3 | $13.7M | Buy |
162,310
+4,086
| +3% | +$345K | 0.63% | 54 |
|
|
2024
Q2 | $11.2M | Buy |
158,224
+5,596
| +4% | +$396K | 0.54% | 59 |
|
|
2024
Q1 | $9.75M | Buy |
152,628
+25,278
| +20% | +$1.62M | 0.48% | 66 |
|
|
2023
Q4 | $7.74M | Buy |
127,350
+24,224
| +23% | +$1.47M | 0.4% | 69 |
|
|
2023
Q3 | $5.91M | Buy |
103,126
+11,499
| +13% | +$659K | 0.33% | 76 |
|
|
2023
Q2 | $6.8M | Buy |
+91,627
| New | +$6.8M | 0.36% | 72 |
|
|
2022
Q4 | $330K | Buy |
47,848
+12,217
| +34% | +$84.2K | 0.11% | 84 |
|
|
2022
Q3 | $2.76M | Hold |
35,631
| – | – | 0.18% | 88 |
|
|
2022
Q2 | $2.76M | Buy |
35,631
+378
| +1% | +$29.3K | 0.18% | 88 |
|
|
2022
Q1 | $2.99M | Buy |
35,253
+7,283
| +26% | +$617K | 0.17% | 90 |
|
|
2021
Q4 | $2.61M | Buy |
27,970
+140
| +0.5% | +$13.1K | 0.14% | 96 |
|
|
2021
Q3 | $2.19M | Buy |
27,830
+344
| +1% | +$27K | 0.13% | 95 |
|
|
2021
Q2 | $2.01M | Sell |
27,486
-151
| -0.5% | -$11.1K | 0.13% | 101 |
|
|
2021
Q1 | $2.09M | Sell |
27,637
-75
| -0.3% | -$5.67K | 0.14% | 92 |
|
|
2020
Q4 | $2.14M | Buy |
27,712
+1,276
| +5% | +$98.4K | 0.15% | 89 |
|
|
2020
Q3 | $1.83M | Sell |
26,436
-564
| -2% | -$39.1K | 0.15% | 84 |
|
|
2020
Q2 | $1.62M | Buy |
27,000
+772
| +3% | +$46.3K | 0.14% | 91 |
|
|
2020
Q1 | $1.58M | Sell |
26,228
-368
| -1% | -$22.1K | 0.16% | 88 |
|
|
2019
Q4 | $1.61M | Buy |
26,596
+5,900
| +29% | +$357K | 0.14% | 98 |
|
|
2019
Q3 | $1.21M | Sell |
20,696
-1,812
| -8% | -$106K | 0.13% | 87 |
|
|
2019
Q2 | $1.15M | Buy |
22,508
+1,180
| +6% | +$60.4K | 0.13% | 85 |
|
|
2019
Q1 | $1.03M | Sell |
21,328
-1,632
| -7% | -$78.9K | 0.11% | 89 |
|
|
2018
Q4 | $998K | Buy |
22,960
+3,616
| +19% | +$157K | 0.12% | 88 |
|
|
2018
Q3 | $811K | Buy |
19,344
+1,608
| +9% | +$67.4K | 0.09% | 93 |
|
|
2018
Q2 | $741K | Sell |
17,736
-324
| -2% | -$13.5K | 0.09% | 91 |
|
|
2018
Q1 | $737K | Buy |
18,060
+260
| +1% | +$10.6K | 0.09% | 89 |
|
|
2017
Q4 | $695K | Buy |
17,800
+1,160
| +7% | +$45.3K | 0.08% | 90 |
|
|
2017
Q3 | $610K | Buy |
16,640
+608
| +4% | +$22.3K | 0.08% | 93 |
|
|
2017
Q2 | $562K | Buy |
16,032
+620
| +4% | +$21.7K | 0.08% | 94 |
|
|
2017
Q1 | $495K | Buy |
15,412
+1,272
| +9% | +$40.9K | 0.07% | 97 |
|
|
2016
Q4 | $422K | Buy |
14,140
+1,188
| +9% | +$35.5K | 0.06% | 105 |
|
|
2016
Q3 | $396K | Buy |
12,952
+1,676
| +15% | +$51.2K | 0.06% | 109 |
|
|
2016
Q2 | $368K | Buy |
11,276
+1,684
| +18% | +$55K | 0.05% | 118 |
|
|
2016
Q1 | $284K | Buy |
9,592
+1,568
| +20% | +$46.4K | 0.04% | 125 |
|
|
2015
Q4 | $208K | Buy |
+8,024
| New | +$208K | 0.03% | 136 |
|