EWM
Evercore Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
163,661
+16,409
| +11% | +$1.14M | 0.18% | 66 |
|
|
2025
Q1 | $10.4M | Sell |
147,252
-3,271
| -2% | -$232K | 0.17% | 64 |
|
|
2024
Q4 | $10.8M | Buy |
150,523
+1,488
| +1% | +$107K | 0.16% | 64 |
|
|
2024
Q3 | $12.6M | Buy |
149,035
+1,596
| +1% | +$135K | 0.19% | 55 |
|
|
2024
Q2 | $10.4M | Buy |
147,439
+36,089
| +32% | +$2.56M | 0.16% | 65 |
|
|
2024
Q1 | $7.12M | Buy |
111,350
+43,733
| +65% | +$2.79M | 0.11% | 81 |
|
|
2023
Q4 | $4.11M | Sell |
67,617
-11,583
| -15% | -$704K | 0.07% | 111 |
|
|
2023
Q3 | $4.54M | Sell |
79,200
-509
| -0.6% | -$29.2K | 0.08% | 96 |
|
|
2023
Q2 | $5.91M | Buy |
79,709
+565
| +0.7% | +$41.9K | 0.11% | 83 |
|
|
2023
Q1 | $6.1M | Sell |
79,144
-768
| -1% | -$59.2K | 0.12% | 81 |
|
|
2022
Q4 | $6.68M | Buy |
79,912
+3,458
| +5% | +$289K | 0.14% | 77 |
|
|
2022
Q3 | $6M | Sell |
76,454
-1,815
| -2% | -$142K | 0.14% | 78 |
|
|
2022
Q2 | $6.06M | Buy |
78,269
+10,000
| +15% | +$775K | 0.13% | 80 |
|
|
2022
Q1 | $5.78M | Sell |
68,269
-1,200
| -2% | -$102K | 0.1% | 93 |
|
|
2021
Q4 | $6.49M | Sell |
69,469
-4,255
| -6% | -$397K | 0.11% | 90 |
|
|
2021
Q3 | $5.79M | Sell |
73,724
-1,880
| -2% | -$148K | 0.1% | 95 |
|
|
2021
Q2 | $5.54M | Sell |
75,604
-908
| -1% | -$66.5K | 0.1% | 102 |
|
|
2021
Q1 | $5.79M | Buy |
76,512
+1,442
| +2% | +$109K | 0.11% | 99 |
|
|
2020
Q4 | $5.79M | Buy |
75,070
+57,381
| +324% | +$4.43M | 0.12% | 91 |
|
|
2020
Q3 | $4.91M | Sell |
17,689
-417
| -2% | -$116K | 0.12% | 90 |
|
|
2020
Q2 | $4.35M | Sell |
18,106
-406
| -2% | -$97.5K | 0.12% | 91 |
|
|
2020
Q1 | $4.46M | Buy |
18,512
+738
| +4% | +$178K | 0.15% | 83 |
|
|
2019
Q4 | $4.31M | Buy |
17,774
+357
| +2% | +$86.5K | 0.12% | 100 |
|
|
2019
Q3 | $4.06M | Buy |
17,417
+56
| +0.3% | +$13K | 0.12% | 103 |
|
|
2019
Q2 | $3.56M | Buy |
17,361
+1,327
| +8% | +$272K | 0.11% | 106 |
|
|
2019
Q1 | $3.1M | Buy |
16,034
+4,294
| +37% | +$830K | 0.1% | 112 |
|
|
2018
Q4 | $2.04M | Sell |
11,740
-229
| -2% | -$39.8K | 0.08% | 132 |
|
|
2018
Q3 | $2.01M | Sell |
11,969
-2,442
| -17% | -$409K | 0.06% | 145 |
|
|
2018
Q2 | $2.41M | Buy |
14,411
+1,020
| +8% | +$170K | 0.08% | 124 |
|
|
2018
Q1 | $2.19M | Sell |
13,391
-1,140
| -8% | -$186K | 0.08% | 124 |
|
|
2017
Q4 | $2.27M | Sell |
14,531
-160
| -1% | -$25K | 0.08% | 127 |
|
|
2017
Q3 | $2.15M | Sell |
14,691
-359
| -2% | -$52.6K | 0.08% | 128 |
|
|
2017
Q2 | $2.11M | Buy |
15,050
+140
| +0.9% | +$19.6K | 0.08% | 129 |
|
|
2017
Q1 | $1.91M | Sell |
14,910
-35
| -0.2% | -$4.49K | 0.07% | 133 |
|
|
2016
Q4 | $1.79M | Buy |
14,945
+483
| +3% | +$57.7K | 0.07% | 137 |
|
|
2016
Q3 | $1.77M | Buy |
14,462
+491
| +4% | +$60.1K | 0.07% | 141 |
|
|
2016
Q2 | $1.82M | Sell |
13,971
-2,402
| -15% | -$313K | 0.08% | 136 |
|
|
2016
Q1 | $1.94M | Buy |
16,373
+688
| +4% | +$81.4K | 0.09% | 127 |
|
|
2015
Q4 | $1.63M | Sell |
15,685
-1,470
| -9% | -$153K | 0.08% | 145 |
|
|
2015
Q3 | $1.67M | Sell |
17,155
-572
| -3% | -$55.8K | 0.08% | 139 |
|
|
2015
Q2 | $1.74M | Sell |
17,727
-381
| -2% | -$37.3K | 0.08% | 149 |
|
|
2015
Q1 | $1.89M | Sell |
18,108
-3,305
| -15% | -$344K | 0.09% | 144 |
|
|
2014
Q4 | $2.28M | Sell |
21,413
-782
| -4% | -$83.2K | 0.11% | 120 |
|
|
2014
Q3 | $2.09M | Buy |
22,195
+505
| +2% | +$47.4K | 0.1% | 137 |
|
|
2014
Q2 | $2.22M | Buy |
21,690
+1,313
| +6% | +$134K | 0.11% | 134 |
|
|
2014
Q1 | $1.95M | Buy |
20,377
+1,083
| +6% | +$104K | 0.11% | 131 |
|
|
2013
Q4 | $1.65M | Sell |
19,294
-4,122
| -18% | -$353K | 0.09% | 150 |
|
|
2013
Q3 | $1.88M | Sell |
23,416
-2,055
| -8% | -$165K | 0.11% | 165 |
|
|
2013
Q2 | $2.07M | Buy |
+25,471
| New | +$2.07M | 0.12% | 158 |
|