Douglass Winthrop Advisors’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 | $2.26M | Sell |
32,561
-160
| -0.5% | -$11.1K | 0.04% | 106 |
|
|
2025
Q1 | $2.32M | Sell |
32,721
-844
| -3% | -$59.8K | 0.04% | 101 |
|
|
2024
Q4 | $2.41M | Sell |
33,565
-101,932
| -75% | -$7.31M | 0.05% | 101 |
|
|
2024
Q3 | $11.5M | Sell |
135,497
-19,940
| -13% | -$1.69M | 0.22% | 44 |
|
|
2024
Q2 | $11M | Sell |
155,437
-297
| -0.2% | -$21K | 0.22% | 44 |
|
|
2024
Q1 | $9.95M | Buy |
155,734
+24,934
| +19% | +$1.59M | 0.2% | 48 |
|
|
2023
Q4 | $7.94M | Sell |
130,800
-11,008
| -8% | -$669K | 0.18% | 52 |
|
|
2023
Q3 | $8.12M | Buy |
141,808
+32,614
| +30% | +$1.87M | 0.2% | 47 |
|
|
2023
Q2 | $8.1M | Sell |
109,194
-720
| -0.7% | -$53.4K | 0.19% | 47 |
|
|
2023
Q1 | $8.47M | Buy |
109,914
+6,579
| +6% | +$507K | 0.22% | 46 |
|
|
2022
Q4 | $8.64M | Buy |
103,335
+142
| +0.1% | +$11.9K | 0.24% | 45 |
|
|
2022
Q3 | $8.09M | Sell |
103,193
-3,467
| -3% | -$272K | 0.24% | 42 |
|
|
2022
Q2 | $8.26M | Sell |
106,660
-10,332
| -9% | -$800K | 0.23% | 43 |
|
|
2022
Q1 | $9.91M | Sell |
116,992
-9,879
| -8% | -$837K | 0.23% | 42 |
|
|
2021
Q4 | $11.8M | Buy |
126,871
+9,860
| +8% | +$921K | 0.27% | 44 |
|
|
2021
Q3 | $9.19M | Buy |
117,011
+10,388
| +10% | +$816K | 0.23% | 45 |
|
|
2021
Q2 | $7.81M | Buy |
106,623
+7,651
| +8% | +$561K | 0.19% | 44 |
|
|
2021
Q1 | $7.48M | Buy |
98,972
+14,753
| +18% | +$1.12M | 0.2% | 42 |
|
|
2020
Q4 | $6.5M | Buy |
84,219
+6,863
| +9% | +$529K | 0.19% | 46 |
|
|
2020
Q3 | $5.37M | Buy |
77,356
+3,784
| +5% | +$263K | 0.17% | 51 |
|
|
2020
Q2 | $4.42M | Buy |
73,572
+2,352
| +3% | +$141K | 0.16% | 55 |
|
|
2020
Q1 | $4.28M | Sell |
71,220
-4,408
| -6% | -$265K | 0.19% | 53 |
|
|
2019
Q4 | $4.58M | Buy |
75,628
+9,904
| +15% | +$600K | 0.16% | 61 |
|
|
2019
Q3 | $3.83M | Sell |
65,724
-5,940
| -8% | -$346K | 0.15% | 63 |
|
|
2019
Q2 | $3.67M | Sell |
71,664
-620
| -0.9% | -$31.8K | 0.15% | 70 |
|
|
2019
Q1 | $3.49M | Sell |
72,284
-544
| -0.7% | -$26.3K | 0.15% | 74 |
|
|
2018
Q4 | $3.17M | Buy |
72,828
+1,252
| +2% | +$54.4K | 0.16% | 77 |
|
|
2018
Q3 | $3M | Buy |
71,576
+2,612
| +4% | +$109K | 0.13% | 81 |
|
|
2018
Q2 | $2.88M | Buy |
68,964
+124
| +0.2% | +$5.18K | 0.13% | 89 |
|
|
2018
Q1 | $2.81M | Sell |
68,840
-1,640
| -2% | -$67K | 0.14% | 92 |
|
|
2017
Q4 | $2.75M | Buy |
70,480
+748
| +1% | +$29.2K | 0.15% | 79 |
|
|
2017
Q3 | $2.56M | Sell |
69,732
-1,500
| -2% | -$55K | 0.15% | 78 |
|
|
2017
Q2 | $2.5M | Buy |
71,232
+3,200
| +5% | +$112K | 0.15% | 75 |
|
|
2017
Q1 | $2.18M | Hold |
68,032
| – | – | 0.14% | 78 |
|
|
2016
Q4 | $2.03M | Sell |
68,032
-84
| -0.1% | -$2.51K | 0.14% | 75 |
|
|
2016
Q3 | $2.08M | Sell |
68,116
-500
| -0.7% | -$15.3K | 0.14% | 72 |
|
|
2016
Q2 | $2.24M | Hold |
68,616
| – | – | 0.16% | 74 |
|
|
2016
Q1 | $2.03M | Hold |
68,616
| – | – | 0.15% | 80 |
|
|
2015
Q4 | $1.78M | Buy |
68,616
+1,200
| +2% | +$31.2K | 0.13% | 90 |
|
|
2015
Q3 | $1.64M | Buy |
67,416
+2,820
| +4% | +$68.8K | 0.13% | 94 |
|
|
2015
Q2 | $1.68M | Hold |
64,596
| – | – | 0.13% | 89 |
|
|
2015
Q1 | $1.68M | Buy |
64,596
+8,512
| +15% | +$221K | 0.13% | 89 |
|
|
2014
Q4 | $1.49M | Buy |
56,084
+1,248
| +2% | +$33.2K | 0.13% | 80 |
|
|
2014
Q3 | $1.29M | Buy |
54,836
+1,200
| +2% | +$28.2K | 0.12% | 82 |
|
|
2014
Q2 | $1.37M | Sell |
53,636
-4,000
| -7% | -$102K | 0.13% | 78 |
|
|
2014
Q1 | $1.38M | Hold |
57,636
| – | – | 0.14% | 76 |
|
|
2013
Q4 | $1.23M | Hold |
57,636
| – | – | 0.13% | 75 |
|
|
2013
Q3 | $1.16M | Buy |
57,636
+236
| +0.4% | +$4.73K | 0.13% | 73 |
|
|
2013
Q2 | $1.17M | Buy |
+57,400
| New | +$1.17M | 0.14% | 72 |
|