Everett Harris & Co’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Sell |
130,693
-90
| -0.1% | -$8K | 0.16% | 52 |
|
|
2025
Q4 | $10.5M | Sell |
130,783
-550
| -0.4% | -$45.6K | 0.13% | 51 |
|
|
2025
Q3 | $9.91M | Hold |
131,333
| – | – | 0.12% | 53 |
|
|
2025
Q2 | $9.12M | Hold |
131,333
| – | – | 0.12% | 54 |
|
|
2025
Q1 | $9.31M | Sell |
131,333
-821
| -0.6% | -$58K | 0.12% | 54 |
|
|
2024
Q4 | $9.47M | Buy |
132,154
+7,820
| +6% | +$607K | 0.12% | 54 |
|
|
2024
Q3 | $10.5M | Buy |
124,334
+2,000
| +2% | +$156K | 0.13% | 52 |
|
|
2024
Q2 | $8.66M | Buy |
122,334
+1,343
| +1% | +$95.3K | 0.11% | 55 |
|
|
2024
Q1 | $7.73M | Buy |
120,991
+2,122
| +2% | +$124K | 0.1% | 58 |
|
|
2023
Q4 | $7.22M | Buy |
118,869
+1,988
| +2% | +$113K | 0.1% | 58 |
|
|
2023
Q3 | $6.7M | Sell |
116,881
-26
| -0% | -$1.8K | 0.1% | 58 |
|
|
2023
Q2 | $8.67M | Buy |
116,907
+609
| +0.5% | +$46.1K | 0.13% | 52 |
|
|
2023
Q1 | $8.96M | Buy |
116,298
+283
| +0.2% | +$21.8K | 0.15% | 50 |
|
|
2022
Q4 | $9.7M | Buy |
116,015
+80
| +0.1% | +$6.46K | 0.17% | 51 |
|
|
2022
Q3 | $9.09M | Sell |
115,935
-312
| -0.3% | -$26.5K | 0.17% | 52 |
|
|
2022
Q2 | $9M | Buy |
116,247
+229
| +0.2% | +$17.4K | 0.16% | 55 |
|
|
2022
Q1 | $9.83M | Hold |
116,018
| – | – | 0.14% | 57 |
|
|
2021
Q4 | $10.8M | Buy |
116,018
+462
| +0.4% | +$39.9K | 0.15% | 55 |
|
|
2021
Q3 | $9.07M | Hold |
115,556
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $8.47M | Sell |
115,556
-60
| -0.1% | -$4.5K | 0.14% | 57 |
|
|
2021
Q1 | $8.74M | Buy |
115,616
+150
| +0.1% | +$11.7K | 0.15% | 55 |
|
|
2020
Q4 | $8.91M | Sell |
115,466
-126
| -0.1% | -$9.43K | 0.16% | 54 |
|
|
2020
Q3 | $8.02M | Sell |
115,592
-216
| -0.2% | -$14.9K | 0.16% | 56 |
|
|
2020
Q2 | $6.95M | Buy |
115,808
+224
| +0.2% | +$13.4K | 0.15% | 54 |
|
|
2020
Q1 | $6.95M | Buy |
115,584
+2,548
| +2% | +$160K | 0.18% | 53 |
|
|
2019
Q4 | $6.84M | Sell |
113,036
-1,476
| -1% | -$86.2K | 0.15% | 57 |
|
|
2019
Q3 | $6.67M | Sell |
114,512
-292
| -0.3% | -$15.8K | 0.16% | 56 |
|
|
2019
Q2 | $5.88M | Hold |
114,804
| – | – | 0.15% | 57 |
|
|
2019
Q1 | $5.55M | Buy |
114,804
+600
| +0.5% | +$27.4K | 0.14% | 56 |
|
|
2018
Q4 | $4.96M | Buy |
114,204
+1,800
| +2% | +$78.7K | 0.14% | 56 |
|
|
2018
Q3 | $4.71M | Hold |
112,404
| – | – | 0.12% | 60 |
|
|
2018
Q2 | $4.69M | Buy |
112,404
+2,400
| +2% | +$96.9K | 0.13% | 57 |
|
|
2018
Q1 | $4.49M | Hold |
110,004
| – | – | 0.12% | 57 |
|
|
2017
Q4 | $4.29M | Hold |
110,004
| – | – | 0.12% | 63 |
|
|
2017
Q3 | $4.03M | Hold |
110,004
| – | – | 0.12% | 67 |
|
|
2017
Q2 | $3.85M | Hold |
110,004
| – | – | 0.12% | 72 |
|
|
2017
Q1 | $3.53M | Sell |
110,004
-10,444
| -9% | -$328K | 0.12% | 72 |
|
|
2016
Q4 | $3.6M | Sell |
120,448
-3,000
| -2% | -$89.6K | 0.13% | 68 |
|
|
2016
Q3 | $3.77M | Sell |
123,448
-42,000
| -25% | -$1.32M | 0.13% | 72 |
|
|
2016
Q2 | $5.39M | Hold |
165,448
| – | – | 0.19% | 59 |
|
|
2016
Q1 | $4.89M | Sell |
165,448
-2,000
| -1% | -$56.1K | 0.18% | 60 |
|
|
2015
Q4 | $4.35M | Hold |
167,448
| – | – | 0.15% | 67 |
|
|
2015
Q3 | $4.08M | Buy |
167,448
+1,872
| +1% | +$47.6K | 0.15% | 71 |
|
|
2015
Q2 | $4.06M | Buy |
165,576
+128
| +0.1% | +$3.25K | 0.14% | 70 |
|
|
2015
Q1 | $4.3M | Hold |
165,448
| – | – | 0.15% | 66 |
|
|
2014
Q4 | $4.4M | Sell |
165,448
-23,484
| -12% | -$593K | 0.15% | 70 |
|
|
2014
Q3 | $4.43M | Hold |
188,932
| – | – | 0.16% | 72 |
|
|
2014
Q2 | $4.84M | Sell |
188,932
-4,000
| -2% | -$97.3K | 0.18% | 65 |
|
|
2014
Q1 | $4.61M | Sell |
192,932
-18,696
| -9% | -$424K | 0.17% | 63 |
|
|
2013
Q4 | $4.53M | Sell |
211,628
-600
| -0.3% | -$12.7K | 0.17% | 61 |
|
|
2013
Q3 | $4.25M | Buy |
212,228
+24,900
| +13% | +$514K | 0.17% | 60 |
|
|
2013
Q2 | $3.82M | Buy |
+187,328
| New | +$3.72M | 0.16% | 62 |
|
Other funds holding NEE
VCM
VPM
