ECM
NEE icon

Everence Capital Management’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16M Sell
45,560
-15,440
-25% -$1.07M 0.2% 91
2025
Q1
$4.32M Buy
61,000
+4,880
+9% +$346K 0.29% 58
2024
Q4
$4.02M Sell
56,120
-8,100
-13% -$581K 0.26% 58
2024
Q3
$5.43M Sell
64,220
-9,770
-13% -$826K 0.34% 45
2024
Q2
$4.96K Buy
73,990
+6,390
+9% +$428 0.34% 49
2024
Q1
$4.32K Sell
67,600
-1,904
-3% -$122 0.29% 64
2023
Q4
$4.22M Buy
69,504
+2,110
+3% +$128K 0.3% 62
2023
Q3
$3.86K Buy
67,394
+4,930
+8% +$282 0.3% 60
2023
Q2
$4.59M Hold
62,464
0.37% 41
2023
Q1
$4.82K Buy
62,464
+3,690
+6% +$284 0.39% 42
2022
Q4
$4.91K Buy
58,774
+600
+1% +$50 0.42% 41
2022
Q3
$4.56M Hold
58,174
0.42% 43
2022
Q2
$4.51M Hold
58,174
0.4% 49
2022
Q1
$4.93M Buy
58,174
+4,760
+9% +$403K 0.38% 51
2021
Q4
$4.99M Buy
53,414
+4,680
+10% +$437K 0.37% 49
2021
Q3
$3.83M Hold
48,734
0.31% 55
2021
Q2
$3.57M Buy
48,734
+5,060
+12% +$371K 0.29% 63
2021
Q1
$3.3M Hold
43,674
0.3% 58
2020
Q4
$3.37M Buy
43,674
+27,503
+170% +$2.12M 0.33% 50
2020
Q3
$4.49M Buy
16,171
+1,360
+9% +$377K 0.49% 36
2020
Q2
$3.79M Buy
14,811
+1,170
+9% +$299K 0.45% 37
2020
Q1
$3.28M Hold
13,641
0.46% 36
2019
Q4
$3.3M Sell
13,641
-1,612
-11% -$390K 0.49% 40
2019
Q3
$3.55M Hold
15,253
0.58% 33
2019
Q2
$3.13M Hold
15,253
0.52% 37
2019
Q1
$2.95M Buy
15,253
+2,968
+24% +$574K 0.52% 39
2018
Q4
$2.14M Hold
12,285
0.5% 49
2018
Q3
$2.06M Hold
12,285
0.41% 61
2018
Q2
$2.05M Hold
12,285
0.43% 58
2018
Q1
$2.01M Hold
12,285
0.44% 57
2017
Q4
$1.92M Hold
12,285
0.42% 58
2017
Q3
$1.8M Hold
12,285
0.41% 64
2017
Q2
$1.72M Hold
12,285
0.42% 61
2017
Q1
$1.58M Hold
12,285
0.41% 66
2016
Q4
$1.47M Sell
12,285
-3,070
-20% -$367K 0.42% 66
2016
Q3
$1.88M Hold
15,355
0.56% 47
2016
Q2
$2M Sell
15,355
-1,520
-9% -$198K 0.61% 43
2016
Q1
$2M Hold
16,875
0.62% 44
2015
Q4
$1.75M Hold
16,875
0.57% 45
2015
Q3
$1.65M Hold
16,875
0.57% 46
2015
Q2
$1.65M Hold
16,875
0.54% 48
2015
Q1
$1.75M Hold
16,875
0.59% 45
2014
Q4
$1.79M Buy
16,875
+6,540
+63% +$695K 0.61% 44
2014
Q3
$1.02M Hold
10,335
0.37% 82
2014
Q2
$1.06M Hold
10,335
0.39% 74
2014
Q1
$988K Hold
10,335
0.39% 76
2013
Q4
$885K Buy
10,335
+1,240
+14% +$106K 0.36% 87
2013
Q3
$729K Hold
9,095
0.31% 100
2013
Q2
$741K Buy
+9,095
New +$741K 0.34% 97