EIA
Edgemoor Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
105,431
-1,635
| -2% | -$114K | 0.63% | 40 |
|
|
2025
Q1 | $7.59M | Sell |
107,066
-203
| -0.2% | -$14.4K | 0.7% | 41 |
|
|
2024
Q4 | $7.69M | Sell |
107,269
-1,898
| -2% | -$136K | 0.68% | 38 |
|
|
2024
Q3 | $9.23M | Sell |
109,167
-1,723
| -2% | -$146K | 0.8% | 34 |
|
|
2024
Q2 | $7.85M | Sell |
110,890
-334
| -0.3% | -$23.7K | 0.73% | 35 |
|
|
2024
Q1 | $7.11M | Sell |
111,224
-1,653
| -1% | -$106K | 0.67% | 38 |
|
|
2023
Q4 | $6.86M | Sell |
112,877
-1,454
| -1% | -$88.3K | 0.72% | 35 |
|
|
2023
Q3 | $6.55M | Sell |
114,331
-3,838
| -3% | -$220K | 0.77% | 35 |
|
|
2023
Q2 | $8.77M | Sell |
118,169
-1,140
| -1% | -$84.6K | 0.99% | 26 |
|
|
2023
Q1 | $9.2M | Sell |
119,309
-2,756
| -2% | -$212K | 1.12% | 26 |
|
|
2022
Q4 | $10.2M | Sell |
122,065
-1,887
| -2% | -$158K | 1.28% | 25 |
|
|
2022
Q3 | $9.72M | Sell |
123,952
-239
| -0.2% | -$18.7K | 1.29% | 23 |
|
|
2022
Q2 | $9.62M | Sell |
124,191
-409
| -0.3% | -$31.7K | 1.21% | 26 |
|
|
2022
Q1 | $10.6M | Sell |
124,600
-301
| -0.2% | -$25.5K | 1.11% | 30 |
|
|
2021
Q4 | $11.7M | Sell |
124,901
-7,318
| -6% | -$683K | 1.2% | 26 |
|
|
2021
Q3 | $10.4M | Sell |
132,219
-20,747
| -14% | -$1.63M | 1.18% | 28 |
|
|
2021
Q2 | $11.2M | Sell |
152,966
-100
| -0.1% | -$7.33K | 1.05% | 36 |
|
|
2021
Q1 | $11.6M | Sell |
153,066
-451
| -0.3% | -$34.1K | 1.16% | 33 |
|
|
2020
Q4 | $11.8M | Buy |
153,517
+114,678
| +295% | +$8.85M | 1.33% | 25 |
|
|
2020
Q3 | $10.8M | Buy |
38,839
+187
| +0.5% | +$51.9K | 1.33% | 26 |
|
|
2020
Q2 | $9.28M | Sell |
38,652
-247
| -0.6% | -$59.3K | 1.25% | 31 |
|
|
2020
Q1 | $9.36M | Sell |
38,899
-1,829
| -4% | -$440K | 1.52% | 22 |
|
|
2019
Q4 | $9.86M | Sell |
40,728
-1,032
| -2% | -$250K | 1.12% | 38 |
|
|
2019
Q3 | $9.73M | Sell |
41,760
-838
| -2% | -$195K | 1.2% | 33 |
|
|
2019
Q2 | $8.73M | Sell |
42,598
-945
| -2% | -$194K | 1.1% | 36 |
|
|
2019
Q1 | $8.42M | Sell |
43,543
-278
| -0.6% | -$53.7K | 1.11% | 33 |
|
|
2018
Q4 | $7.62M | Sell |
43,821
-81
| -0.2% | -$14.1K | 1.14% | 32 |
|
|
2018
Q3 | $7.36M | Sell |
43,902
-727
| -2% | -$122K | 0.91% | 42 |
|
|
2018
Q2 | $7.45M | Sell |
44,629
-803
| -2% | -$134K | 1% | 38 |
|
|
2018
Q1 | $7.42M | Sell |
45,432
-3,577
| -7% | -$584K | 0.99% | 38 |
|
|
2017
Q4 | $7.38M | Sell |
49,009
-612
| -1% | -$92.1K | 0.93% | 41 |
|
|
2017
Q3 | $7.27M | Sell |
49,621
-31
| -0.1% | -$4.54K | 0.98% | 37 |
|
|
2017
Q2 | $6.96M | Sell |
49,652
-358
| -0.7% | -$50.2K | 0.95% | 40 |
|
|
2017
Q1 | $6.42M | Sell |
50,010
-369
| -0.7% | -$47.4K | 0.91% | 44 |
|
|
2016
Q4 | $6.02M | Sell |
50,379
-957
| -2% | -$114K | 0.91% | 42 |
|
|
2016
Q3 | $6.28M | Sell |
51,336
-1,400
| -3% | -$171K | 0.97% | 42 |
|
|
2016
Q2 | $6.88M | Sell |
52,736
-409
| -0.8% | -$53.3K | 1.09% | 38 |
|
|
2016
Q1 | $6.29M | Sell |
53,145
-817
| -2% | -$96.7K | 0.98% | 42 |
|
|
2015
Q4 | $5.61M | Hold |
53,962
| – | – | 0.84% | 44 |
|
|
2015
Q3 | $5.26M | Sell |
53,962
-755
| -1% | -$73.7K | 0.8% | 42 |
|
|
2015
Q2 | $5.36M | Sell |
54,717
-734
| -1% | -$72K | 0.78% | 44 |
|
|
2015
Q1 | $5.77M | Sell |
55,451
-748
| -1% | -$77.8K | 0.82% | 40 |
|
|
2014
Q4 | $5.97M | Sell |
56,199
-516
| -0.9% | -$54.8K | 0.88% | 42 |
|
|
2014
Q3 | $5.32M | Sell |
56,715
-1,195
| -2% | -$112K | 0.78% | 50 |
|
|
2014
Q2 | $5.94M | Hold |
57,910
| – | – | 0.87% | 46 |
|
|
2014
Q1 | $5.54M | Hold |
57,910
| – | – | 0.87% | 44 |
|
|
2013
Q4 | $4.96M | Sell |
57,910
-966
| -2% | -$82.7K | 0.79% | 46 |
|
|
2013
Q3 | $4.72M | Buy |
58,876
+34,281
| +139% | +$2.75M | 0.82% | 45 |
|
|
2013
Q2 | $2M | Buy |
+24,595
| New | +$2M | 0.36% | 67 |
|