ECM
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 |
|