Duncker Streett & Co’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 | $574K | Buy |
8,269
+701
| +9% | +$48.7K | 0.1% | 151 |
|
|
2025
Q1 | $536K | Sell |
7,568
-747
| -9% | -$53K | 0.11% | 148 |
|
|
2024
Q4 | $596K | Sell |
8,315
-200
| -2% | -$14.3K | 0.11% | 141 |
|
|
2024
Q3 | $720K | Sell |
8,515
-600
| -7% | -$50.7K | 0.13% | 130 |
|
|
2024
Q2 | $645K | Hold |
9,115
| – | – | 0.12% | 134 |
|
|
2024
Q1 | $583K | Sell |
9,115
-576
| -6% | -$36.8K | 0.12% | 143 |
|
|
2023
Q4 | $589K | Sell |
9,691
-1,900
| -16% | -$115K | 0.12% | 137 |
|
|
2023
Q3 | $664K | Sell |
11,591
-642
| -5% | -$36.8K | 0.15% | 121 |
|
|
2023
Q2 | $908K | Sell |
12,233
-571
| -4% | -$42.4K | 0.2% | 107 |
|
|
2023
Q1 | $987K | Buy |
12,804
+292
| +2% | +$22.5K | 0.24% | 101 |
|
|
2022
Q4 | $1.05M | Buy |
12,512
+308
| +3% | +$25.7K | 0.25% | 102 |
|
|
2022
Q3 | $957K | Buy |
12,204
+640
| +6% | +$50.2K | 0.25% | 101 |
|
|
2022
Q2 | $896K | Buy |
11,564
+496
| +4% | +$38.4K | 0.21% | 110 |
|
|
2022
Q1 | $938K | Hold |
11,068
| – | – | 0.19% | 117 |
|
|
2021
Q4 | $1.03M | Sell |
11,068
-20,000
| -64% | -$1.87M | 0.18% | 123 |
|
|
2021
Q3 | $2.44M | Buy |
31,068
+1,720
| +6% | +$135K | 0.46% | 72 |
|
|
2021
Q2 | $2.15M | Buy |
29,348
+620
| +2% | +$45.4K | 0.4% | 84 |
|
|
2021
Q1 | $2.17M | Hold |
28,728
| – | – | 0.41% | 82 |
|
|
2020
Q4 | $2.22M | Buy |
28,728
+1,360
| +5% | +$105K | 0.43% | 75 |
|
|
2020
Q3 | $1.9M | Hold |
27,368
| – | – | 0.41% | 79 |
|
|
2020
Q2 | $1.64M | Sell |
27,368
-160
| -0.6% | -$9.61K | 0.39% | 83 |
|
|
2020
Q1 | $1.66M | Sell |
27,528
-400
| -1% | -$24.1K | 0.44% | 75 |
|
|
2019
Q4 | $1.69M | Buy |
27,928
+22,380
| +403% | +$1.36M | 0.35% | 87 |
|
|
2019
Q3 | $323K | Hold |
5,548
| – | – | 0.08% | 215 |
|
|
2019
Q2 | $284K | Buy |
5,548
+400
| +8% | +$20.5K | 0.06% | 233 |
|
|
2019
Q1 | $249K | Hold |
5,148
| – | – | 0.06% | 239 |
|
|
2018
Q4 | $224K | Hold |
5,148
| – | – | 0.06% | 236 |
|
|
2018
Q3 | $216K | Hold |
5,148
| – | – | 0.05% | 254 |
|
|
2018
Q2 | $215K | Buy |
5,148
+1,920
| +59% | +$80.2K | 0.05% | 250 |
|
|
2018
Q1 | $132K | Sell |
3,228
-1,204
| -27% | -$49.2K | 0.03% | 287 |
|
|
2017
Q4 | $173K | Buy |
4,432
+8
| +0.2% | +$312 | 0.04% | 270 |
|
|
2017
Q3 | $162K | Buy |
4,424
+8
| +0.2% | +$293 | 0.05% | 262 |
|
|
2017
Q2 | $155K | Buy |
4,416
+8
| +0.2% | +$281 | 0.05% | 266 |
|
|
2017
Q1 | $141K | Buy |
4,408
+8
| +0.2% | +$256 | 0.04% | 273 |
|
|
2016
Q4 | $131K | Buy |
4,400
+8
| +0.2% | +$238 | 0.04% | 274 |
|
|
2016
Q3 | $134K | Buy |
4,392
+8
| +0.2% | +$244 | 0.05% | 265 |
|
|
2016
Q2 | $143K | Buy |
4,384
+8
| +0.2% | +$261 | 0.05% | 256 |
|
|
2016
Q1 | $129K | Buy |
4,376
+8
| +0.2% | +$236 | 0.05% | 260 |
|
|
2015
Q4 | $113K | Buy |
4,368
+12
| +0.3% | +$310 | 0.04% | 278 |
|
|
2015
Q3 | $106K | Buy |
4,356
+276
| +7% | +$6.72K | 0.04% | 290 |
|
|
2015
Q2 | $100K | Buy |
4,080
+8
| +0.2% | +$196 | 0.03% | 305 |
|
|
2015
Q1 | $106K | Buy |
4,072
+8
| +0.2% | +$208 | 0.03% | 298 |
|
|
2014
Q4 | $108K | Buy |
4,064
+8
| +0.2% | +$213 | 0.04% | 299 |
|
|
2014
Q3 | $95K | Buy |
4,056
+8
| +0.2% | +$187 | 0.03% | 319 |
|
|
2014
Q2 | $104K | Buy |
4,048
+8
| +0.2% | +$206 | 0.03% | 321 |
|
|
2014
Q1 | $97K | Buy |
4,040
+8
| +0.2% | +$192 | 0.03% | 312 |
|
|
2013
Q4 | $86K | Buy |
4,032
+8
| +0.2% | +$171 | 0.03% | 315 |
|
|
2013
Q3 | $81K | Buy |
4,024
+8
| +0.2% | +$161 | 0.03% | 301 |
|
|
2013
Q2 | $82K | Buy |
+4,016
| New | +$82K | 0.03% | 310 |
|