Dillon & 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 | $4.71M | Buy |
68,246
+5,261
| +8% | +$363K | 0.64% | 34 |
|
|
2025
Q1 | $4.47M | Buy |
62,985
+2,517
| +4% | +$179K | 0.66% | 33 |
|
|
2024
Q4 | $4.35M | Buy |
60,468
+1,148
| +2% | +$82.7K | 0.6% | 34 |
|
|
2024
Q3 | $5.04M | Buy |
59,320
+8,184
| +16% | +$696K | 0.71% | 32 |
|
|
2024
Q2 | $3.63M | Buy |
51,136
+4,394
| +9% | +$312K | 0.53% | 36 |
|
|
2024
Q1 | $2.99M | Buy |
46,742
+5,628
| +14% | +$360K | 0.47% | 41 |
|
|
2023
Q4 | $2.51M | Buy |
41,114
+17,600
| +75% | +$1.07M | 0.45% | 43 |
|
|
2023
Q3 | $1.34M | Buy |
23,514
+1,161
| +5% | +$66.2K | 0.26% | 49 |
|
|
2023
Q2 | $1.65M | Buy |
22,353
+4,545
| +26% | +$336K | 0.3% | 48 |
|
|
2023
Q1 | $1.37M | Sell |
17,808
-1,242
| -7% | -$95.6K | 0.27% | 50 |
|
|
2022
Q4 | $1.6M | Sell |
19,050
-12
| -0.1% | -$1.01K | 0.35% | 49 |
|
|
2022
Q3 | $1.49M | Sell |
19,062
-120
| -0.6% | -$9.36K | 0.34% | 48 |
|
|
2022
Q2 | $1.48M | Buy |
19,182
+548
| +3% | +$42.2K | 0.33% | 47 |
|
|
2022
Q1 | $1.58M | Sell |
18,634
-1,001
| -5% | -$85.1K | 0.3% | 44 |
|
|
2021
Q4 | $1.83M | Buy |
19,635
+435
| +2% | +$40.5K | 0.32% | 42 |
|
|
2021
Q3 | $1.52M | Buy |
19,200
+728
| +4% | +$57.5K | 0.29% | 43 |
|
|
2021
Q2 | $1.35M | Sell |
18,472
-1,200
| -6% | -$87.6K | 0.26% | 45 |
|
|
2021
Q1 | $1.5M | Sell |
19,672
-1,800
| -8% | -$137K | 0.32% | 41 |
|
|
2020
Q4 | $1.65M | Sell |
21,472
-1,100
| -5% | -$84.7K | 0.36% | 41 |
|
|
2020
Q3 | $1.57M | Buy |
22,572
+144
| +0.6% | +$10K | 0.38% | 40 |
|
|
2020
Q2 | $1.35M | Buy |
22,428
+40
| +0.2% | +$2.4K | 0.36% | 40 |
|
|
2020
Q1 | $1.35M | Hold |
22,388
| – | – | 0.45% | 39 |
|
|
2019
Q4 | $1.35M | Buy |
22,388
+260
| +1% | +$15.7K | 0.38% | 41 |
|
|
2019
Q3 | $1.29M | Hold |
22,128
| – | – | 0.39% | 40 |
|
|
2019
Q2 | $1.13M | Hold |
22,128
| – | – | 0.35% | 44 |
|
|
2019
Q1 | $1.07M | Hold |
22,128
| – | – | 0.35% | 42 |
|
|
2018
Q4 | $963K | Buy |
22,128
+40
| +0.2% | +$1.74K | 0.37% | 39 |
|
|
2018
Q3 | $928K | Sell |
22,088
-112
| -0.5% | -$4.71K | 0.31% | 41 |
|
|
2018
Q2 | $927K | Hold |
22,200
| – | – | 0.34% | 40 |
|
|
2018
Q1 | $905K | Buy |
22,200
+80
| +0.4% | +$3.26K | 0.35% | 39 |
|
|
2017
Q4 | $863K | Buy |
22,120
+40
| +0.2% | +$1.56K | 0.33% | 44 |
|
|
2017
Q3 | $811K | Sell |
22,080
-1,400
| -6% | -$51.4K | 0.32% | 45 |
|
|
2017
Q2 | $822K | Hold |
23,480
| – | – | 0.34% | 46 |
|
|
2017
Q1 | $751K | Buy |
23,480
+880
| +4% | +$28.1K | 0.32% | 45 |
|
|
2016
Q4 | $672K | Hold |
22,600
| – | – | 0.31% | 48 |
|
|
2016
Q3 | $689K | Sell |
22,600
-400
| -2% | -$12.2K | 0.32% | 48 |
|
|
2016
Q2 | $748K | Sell |
23,000
-240
| -1% | -$7.81K | 0.34% | 48 |
|
|
2016
Q1 | $686K | Sell |
23,240
-160
| -0.7% | -$4.72K | 0.32% | 49 |
|
|
2015
Q4 | $608K | Buy |
23,400
+400
| +2% | +$10.4K | 0.29% | 46 |
|
|
2015
Q3 | $564K | Buy |
23,000
+360
| +2% | +$8.83K | 0.28% | 48 |
|
|
2015
Q2 | $555K | Buy |
22,640
+400
| +2% | +$9.81K | 0.27% | 47 |
|
|
2015
Q1 | $578K | Hold |
22,240
| – | – | 0.28% | 47 |
|
|
2014
Q4 | $589K | Sell |
22,240
-200
| -0.9% | -$5.3K | 0.29% | 48 |
|
|
2014
Q3 | $527K | Buy |
22,440
+1,200
| +6% | +$28.2K | 0.27% | 50 |
|
|
2014
Q2 | $541K | Sell |
21,240
-400
| -2% | -$10.2K | 0.28% | 49 |
|
|
2014
Q1 | $519K | Sell |
21,640
-400
| -2% | -$9.59K | 0.28% | 51 |
|
|
2013
Q4 | $474K | Hold |
22,040
| – | – | 0.26% | 50 |
|
|
2013
Q3 | $474K | Buy |
22,040
+400
| +2% | +$8.6K | 0.26% | 50 |
|
|
2013
Q2 | $438K | Buy |
+21,640
| New | +$438K | 0.28% | 48 |
|