EHC
Everett Harris & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Hold |
131,333
| – | – | 0.12% | 54 |
|
|
2025
Q1 | $9.31M | Sell |
131,333
-821
| -0.6% | -$58.2K | 0.12% | 54 |
|
|
2024
Q4 | $9.47M | Buy |
132,154
+7,820
| +6% | +$561K | 0.12% | 54 |
|
|
2024
Q3 | $10.5M | Buy |
124,334
+2,000
| +2% | +$169K | 0.13% | 52 |
|
|
2024
Q2 | $8.66M | Buy |
122,334
+1,343
| +1% | +$95.1K | 0.11% | 55 |
|
|
2024
Q1 | $7.73M | Buy |
120,991
+2,122
| +2% | +$136K | 0.1% | 58 |
|
|
2023
Q4 | $7.22M | Buy |
118,869
+1,988
| +2% | +$121K | 0.1% | 58 |
|
|
2023
Q3 | $6.7M | Sell |
116,881
-26
| -0% | -$1.49K | 0.1% | 58 |
|
|
2023
Q2 | $8.67M | Buy |
116,907
+609
| +0.5% | +$45.2K | 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% | +$6.69K | 0.17% | 51 |
|
|
2022
Q3 | $9.09M | Sell |
115,935
-312
| -0.3% | -$24.5K | 0.17% | 52 |
|
|
2022
Q2 | $9M | Buy |
116,247
+229
| +0.2% | +$17.7K | 0.16% | 55 |
|
|
2022
Q1 | $9.83M | Hold |
116,018
| – | – | 0.14% | 57 |
|
|
2021
Q4 | $10.8M | Buy |
116,018
+462
| +0.4% | +$43.1K | 0.15% | 55 |
|
|
2021
Q3 | $9.07M | Hold |
115,556
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $8.47M | Sell |
115,556
-60
| -0.1% | -$4.4K | 0.14% | 57 |
|
|
2021
Q1 | $8.74M | Buy |
115,616
+150
| +0.1% | +$11.3K | 0.15% | 55 |
|
|
2020
Q4 | $8.91M | Buy |
115,466
+86,568
| +300% | +$6.68M | 0.16% | 54 |
|
|
2020
Q3 | $8.02M | Sell |
28,898
-54
| -0.2% | -$15K | 0.16% | 56 |
|
|
2020
Q2 | $6.95M | Buy |
28,952
+56
| +0.2% | +$13.4K | 0.15% | 54 |
|
|
2020
Q1 | $6.95M | Buy |
28,896
+637
| +2% | +$153K | 0.18% | 53 |
|
|
2019
Q4 | $6.84M | Sell |
28,259
-369
| -1% | -$89.4K | 0.15% | 57 |
|
|
2019
Q3 | $6.67M | Sell |
28,628
-73
| -0.3% | -$17K | 0.16% | 56 |
|
|
2019
Q2 | $5.88M | Hold |
28,701
| – | – | 0.15% | 57 |
|
|
2019
Q1 | $5.55M | Buy |
28,701
+150
| +0.5% | +$29K | 0.14% | 56 |
|
|
2018
Q4 | $4.96M | Buy |
28,551
+450
| +2% | +$78.2K | 0.14% | 56 |
|
|
2018
Q3 | $4.71M | Hold |
28,101
| – | – | 0.12% | 60 |
|
|
2018
Q2 | $4.69M | Buy |
28,101
+600
| +2% | +$100K | 0.13% | 57 |
|
|
2018
Q1 | $4.49M | Hold |
27,501
| – | – | 0.12% | 57 |
|
|
2017
Q4 | $4.3M | Hold |
27,501
| – | – | 0.12% | 63 |
|
|
2017
Q3 | $4.03M | Hold |
27,501
| – | – | 0.12% | 67 |
|
|
2017
Q2 | $3.85M | Hold |
27,501
| – | – | 0.12% | 72 |
|
|
2017
Q1 | $3.53M | Sell |
27,501
-2,611
| -9% | -$335K | 0.12% | 72 |
|
|
2016
Q4 | $3.6M | Sell |
30,112
-750
| -2% | -$89.6K | 0.13% | 68 |
|
|
2016
Q3 | $3.78M | Sell |
30,862
-10,500
| -25% | -$1.28M | 0.13% | 72 |
|
|
2016
Q2 | $5.39M | Hold |
41,362
| – | – | 0.19% | 59 |
|
|
2016
Q1 | $4.9M | Sell |
41,362
-500
| -1% | -$59.2K | 0.18% | 60 |
|
|
2015
Q4 | $4.35M | Hold |
41,862
| – | – | 0.15% | 67 |
|
|
2015
Q3 | $4.08M | Buy |
41,862
+468
| +1% | +$45.7K | 0.15% | 71 |
|
|
2015
Q2 | $4.06M | Buy |
41,394
+32
| +0.1% | +$3.14K | 0.14% | 70 |
|
|
2015
Q1 | $4.3M | Hold |
41,362
| – | – | 0.15% | 66 |
|
|
2014
Q4 | $4.4M | Sell |
41,362
-5,871
| -12% | -$624K | 0.15% | 70 |
|
|
2014
Q3 | $4.43M | Hold |
47,233
| – | – | 0.16% | 72 |
|
|
2014
Q2 | $4.84M | Sell |
47,233
-1,000
| -2% | -$102K | 0.18% | 65 |
|
|
2014
Q1 | $4.61M | Sell |
48,233
-4,674
| -9% | -$447K | 0.17% | 63 |
|
|
2013
Q4 | $4.53M | Sell |
52,907
-150
| -0.3% | -$12.8K | 0.17% | 61 |
|
|
2013
Q3 | $4.25M | Buy |
53,057
+6,225
| +13% | +$499K | 0.17% | 60 |
|
|
2013
Q2 | $3.82M | Buy |
+46,832
| New | +$3.82M | 0.16% | 62 |
|