DPIM
Duff & Phelps Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Buy |
2,598,600
+322,415
| +14% | +$22.4M | 2.12% | 6 |
|
|
2025
Q1 | $161M | Buy |
2,276,185
+33,057
| +1% | +$2.34M | 1.89% | 8 |
|
|
2024
Q4 | $161M | Sell |
2,243,128
-116,273
| -5% | -$8.34M | 1.92% | 10 |
|
|
2024
Q3 | $199M | Buy |
2,359,401
+2,871
| +0.1% | +$243K | 2.29% | 7 |
|
|
2024
Q2 | $167M | Sell |
2,356,530
-159,338
| -6% | -$11.3M | 2.13% | 8 |
|
|
2024
Q1 | $161M | Buy |
2,515,868
+503,932
| +25% | +$32.2M | 1.93% | 7 |
|
|
2023
Q4 | $122M | Sell |
2,011,936
-100,038
| -5% | -$6.08M | 1.47% | 17 |
|
|
2023
Q3 | $121M | Sell |
2,111,974
-34,939
| -2% | -$2M | 1.59% | 13 |
|
|
2023
Q2 | $159M | Sell |
2,146,913
-40,519
| -2% | -$3.01M | 1.94% | 4 |
|
|
2023
Q1 | $169M | Sell |
2,187,432
-180,864
| -8% | -$13.9M | 2.05% | 4 |
|
|
2022
Q4 | $198M | Buy |
2,368,296
+18,789
| +0.8% | +$1.57M | 2.41% | 3 |
|
|
2022
Q3 | $184M | Buy |
2,349,507
+105,032
| +5% | +$8.24M | 2.32% | 3 |
|
|
2022
Q2 | $174M | Buy |
2,244,475
+257,346
| +13% | +$19.9M | 2.15% | 4 |
|
|
2022
Q1 | $168M | Sell |
1,987,129
-152,942
| -7% | -$13M | 1.94% | 8 |
|
|
2021
Q4 | $200M | Sell |
2,140,071
-171,830
| -7% | -$16M | 2.35% | 3 |
|
|
2021
Q3 | $182M | Sell |
2,311,901
-171,555
| -7% | -$13.5M | 2.37% | 3 |
|
|
2021
Q2 | $182M | Buy |
2,483,456
+76,383
| +3% | +$5.6M | 2.37% | 3 |
|
|
2021
Q1 | $182M | Sell |
2,407,073
-52,955
| -2% | -$4M | 2.48% | 2 |
|
|
2020
Q4 | $190M | Buy |
2,460,028
+1,850,291
| +303% | +$143M | 2.76% | 2 |
|
|
2020
Q3 | $169M | Sell |
609,737
-14,980
| -2% | -$4.16M | 2.62% | 4 |
|
|
2020
Q2 | $150M | Buy |
624,717
+9,823
| +2% | +$2.36M | 2.36% | 4 |
|
|
2020
Q1 | $148M | Sell |
614,894
-55,765
| -8% | -$13.4M | 2.58% | 4 |
|
|
2019
Q4 | $162M | Buy |
670,659
+99,278
| +17% | +$24M | 2.14% | 2 |
|
|
2019
Q3 | $133M | Sell |
571,381
-19,739
| -3% | -$4.6M | 1.8% | 8 |
|
|
2019
Q2 | $121M | Sell |
591,120
-174,655
| -23% | -$35.8M | 1.69% | 11 |
|
|
2019
Q1 | $148M | Sell |
765,775
-183,980
| -19% | -$35.6M | 2.23% | 1 |
|
|
2018
Q4 | $165M | Sell |
949,755
-3,945
| -0.4% | -$686K | 2.77% | 1 |
|
|
2018
Q3 | $160M | Sell |
953,700
-26,010
| -3% | -$4.36M | 2.42% | 1 |
|
|
2018
Q2 | $164M | Sell |
979,710
-95,750
| -9% | -$16M | 2.44% | 1 |
|
|
2018
Q1 | $176M | Sell |
1,075,460
-8,415
| -0.8% | -$1.37M | 2.74% | 1 |
|
|
2017
Q4 | $169M | Sell |
1,083,875
-30,805
| -3% | -$4.81M | 2.42% | 1 |
|
|
2017
Q3 | $163M | Sell |
1,114,680
-36,120
| -3% | -$5.29M | 2.29% | 1 |
|
|
2017
Q2 | $161M | Sell |
1,150,800
-188,935
| -14% | -$26.5M | 2.32% | 1 |
|
|
2017
Q1 | $172M | Sell |
1,339,735
-19,780
| -1% | -$2.54M | 2.43% | 2 |
|
|
2016
Q4 | $162M | Buy |
1,359,515
+3,360
| +0.2% | +$401K | 2.34% | 1 |
|
|
2016
Q3 | $166M | Buy |
1,356,155
+63,690
| +5% | +$7.79M | 2.33% | 2 |
|
|
2016
Q2 | $169M | Buy |
1,292,465
+925
| +0.1% | +$121K | 2.52% | 2 |
|
|
2016
Q1 | $153M | Buy |
1,291,540
+214,165
| +20% | +$25.3M | 2.42% | 2 |
|
|
2015
Q4 | $112M | Sell |
1,077,375
-10,350
| -1% | -$1.08M | 1.88% | 7 |
|
|
2015
Q3 | $106M | Sell |
1,087,725
-6,415
| -0.6% | -$626K | 1.71% | 9 |
|
|
2015
Q2 | $107M | Buy |
1,094,140
+1,715
| +0.2% | +$168K | 1.63% | 7 |
|
|
2015
Q1 | $114M | Buy |
1,092,425
+7,510
| +0.7% | +$781K | 1.58% | 12 |
|
|
2014
Q4 | $115M | Buy |
1,084,915
+6,660
| +0.6% | +$708K | 1.59% | 13 |
|
|
2014
Q3 | $101M | Sell |
1,078,255
-320
| -0% | -$30K | 1.44% | 12 |
|
|
2014
Q2 | $111M | Sell |
1,078,575
-630
| -0.1% | -$64.6K | 1.67% | 9 |
|
|
2014
Q1 | $103M | Buy |
1,079,205
+8,335
| +0.8% | +$797K | 1.72% | 7 |
|
|
2013
Q4 | $91.7M | Sell |
1,070,870
-3,350
| -0.3% | -$287K | 1.6% | 10 |
|
|
2013
Q3 | $86.1M | Buy |
1,074,220
+7,560
| +0.7% | +$606K | 1.49% | 14 |
|
|
2013
Q2 | $86.9M | Buy |
+1,066,660
| New | +$86.9M | 1.51% | 13 |
|