Dodge & Cox’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 | $1.64M | Hold |
23,600
| – | – | ﹤0.01% | 164 |
|
2025
Q1 | $1.67M | Hold |
23,600
| – | – | ﹤0.01% | 158 |
|
2024
Q4 | $1.69M | Hold |
23,600
| – | – | ﹤0.01% | 158 |
|
2024
Q3 | $1.99M | Hold |
23,600
| – | – | ﹤0.01% | 150 |
|
2024
Q2 | $1.67M | Sell |
23,600
-400
| -2% | -$28.3K | ﹤0.01% | 152 |
|
2024
Q1 | $1.53M | Hold |
24,000
| – | – | ﹤0.01% | 152 |
|
2023
Q4 | $1.46M | Hold |
24,000
| – | – | ﹤0.01% | 149 |
|
2023
Q3 | $1.37M | Hold |
24,000
| – | – | ﹤0.01% | 149 |
|
2023
Q2 | $1.78M | Hold |
24,000
| – | – | ﹤0.01% | 140 |
|
2023
Q1 | $1.85M | Hold |
24,000
| – | – | ﹤0.01% | 141 |
|
2022
Q4 | $2.01M | Sell |
24,000
-1,000
| -4% | -$83.6K | ﹤0.01% | 135 |
|
2022
Q3 | $1.96M | Hold |
25,000
| – | – | ﹤0.01% | 134 |
|
2022
Q2 | $1.94M | Hold |
25,000
| – | – | ﹤0.01% | 136 |
|
2022
Q1 | $2.12M | Hold |
25,000
| – | – | ﹤0.01% | 137 |
|
2021
Q4 | $2.33M | Hold |
25,000
| – | – | ﹤0.01% | 134 |
|
2021
Q3 | $1.96M | Hold |
25,000
| – | – | ﹤0.01% | 135 |
|
2021
Q2 | $1.83M | Buy |
25,000
+2,000
| +9% | +$147K | ﹤0.01% | 135 |
|
2021
Q1 | $1.74M | Sell |
23,000
-1,200
| -5% | -$90.7K | ﹤0.01% | 137 |
|
2020
Q4 | $1.87M | Sell |
24,200
-3,168
| -12% | -$244K | ﹤0.01% | 135 |
|
2020
Q3 | $1.9M | Sell |
27,368
-260
| -0.9% | -$18K | ﹤0.01% | 134 |
|
2020
Q2 | $1.66M | Sell |
27,628
-740
| -3% | -$44.4K | ﹤0.01% | 134 |
|
2020
Q1 | $1.71M | Sell |
28,368
-200
| -0.7% | -$12K | ﹤0.01% | 125 |
|
2019
Q4 | $1.73M | Hold |
28,568
| – | – | ﹤0.01% | 131 |
|
2019
Q3 | $1.66M | Hold |
28,568
| – | – | ﹤0.01% | 133 |
|
2019
Q2 | $1.46M | Hold |
28,568
| – | – | ﹤0.01% | 138 |
|
2019
Q1 | $1.38M | Hold |
28,568
| – | – | ﹤0.01% | 139 |
|
2018
Q4 | $1.24M | Hold |
28,568
| – | – | ﹤0.01% | 141 |
|
2018
Q3 | $1.2M | Sell |
28,568
-2,400
| -8% | -$101K | ﹤0.01% | 141 |
|
2018
Q2 | $1.29M | Hold |
30,968
| – | – | ﹤0.01% | 135 |
|
2018
Q1 | $1.27M | Sell |
30,968
-2,400
| -7% | -$98K | ﹤0.01% | 132 |
|
2017
Q4 | $1.3M | Sell |
33,368
-800
| -2% | -$31.2K | ﹤0.01% | 132 |
|
2017
Q3 | $1.25M | Sell |
34,168
-1,800
| -5% | -$66K | ﹤0.01% | 134 |
|
2017
Q2 | $1.26M | Sell |
35,968
-2,216
| -6% | -$77.6K | ﹤0.01% | 132 |
|
2017
Q1 | $1.23M | Sell |
38,184
-800
| -2% | -$25.7K | ﹤0.01% | 134 |
|
2016
Q4 | $1.16M | Sell |
38,984
-1,320
| -3% | -$39.4K | ﹤0.01% | 135 |
|
2016
Q3 | $1.23M | Sell |
40,304
-2,400
| -6% | -$73.4K | ﹤0.01% | 130 |
|
2016
Q2 | $1.39M | Sell |
42,704
-1,416
| -3% | -$46.2K | ﹤0.01% | 127 |
|
2016
Q1 | $1.31M | Buy |
44,120
+120
| +0.3% | +$3.55K | ﹤0.01% | 130 |
|
2015
Q4 | $1.14M | Hold |
44,000
| – | – | ﹤0.01% | 133 |
|
2015
Q3 | $1.07M | Sell |
44,000
-2,400
| -5% | -$58.5K | ﹤0.01% | 128 |
|
2015
Q2 | $1.14M | Sell |
46,400
-400
| -0.9% | -$9.8K | ﹤0.01% | 123 |
|
2015
Q1 | $1.22M | Sell |
46,800
-5,600
| -11% | -$146K | ﹤0.01% | 127 |
|
2014
Q4 | $1.39M | Sell |
52,400
-3,996
| -7% | -$106K | ﹤0.01% | 127 |
|
2014
Q3 | $1.32M | Hold |
56,396
| – | – | ﹤0.01% | 126 |
|
2014
Q2 | $1.45M | Hold |
56,396
| – | – | ﹤0.01% | 124 |
|
2014
Q1 | $1.35M | Sell |
56,396
-400
| -0.7% | -$9.56K | ﹤0.01% | 125 |
|
2013
Q4 | $1.22M | Hold |
56,796
| – | – | ﹤0.01% | 125 |
|
2013
Q3 | $1.14M | Hold |
56,796
| – | – | ﹤0.01% | 126 |
|
2013
Q2 | $1.16M | Buy |
+56,796
| New | +$1.16M | ﹤0.01% | 125 |
|