Ferguson Wellman Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
61,569
-12,775
| -17% | -$887K | 0.08% | 106 |
|
|
2025
Q1 | $5.27M | Sell |
74,344
-3,073
| -4% | -$218K | 0.1% | 96 |
|
|
2024
Q4 | $5.55M | Buy |
77,417
+285
| +0.4% | +$20.4K | 0.11% | 96 |
|
|
2024
Q3 | $6.52M | Sell |
77,132
-1,145
| -1% | -$96.8K | 0.13% | 89 |
|
|
2024
Q2 | $5.54M | Sell |
78,277
-16,254
| -17% | -$1.15M | 0.11% | 92 |
|
|
2024
Q1 | $6.04M | Sell |
94,531
-7,246
| -7% | -$463K | 0.12% | 87 |
|
|
2023
Q4 | $6.18M | Sell |
101,777
-8,435
| -8% | -$512K | 0.14% | 89 |
|
|
2023
Q3 | $6.31M | Sell |
110,212
-5,315
| -5% | -$304K | 0.15% | 88 |
|
|
2023
Q2 | $8.57M | Sell |
115,527
-2,983
| -3% | -$221K | 0.2% | 85 |
|
|
2023
Q1 | $9.13M | Sell |
118,510
-165,057
| -58% | -$12.7M | 0.23% | 78 |
|
|
2022
Q4 | $23.7M | Buy |
283,567
+185,215
| +188% | +$15.5M | 0.62% | 48 |
|
|
2022
Q3 | $7.71M | Sell |
98,352
-4,056
| -4% | -$318K | 0.3% | 62 |
|
|
2022
Q2 | $7.93M | Sell |
102,408
-2,634
| -3% | -$204K | 0.29% | 70 |
|
|
2022
Q1 | $8.9M | Sell |
105,042
-1,268
| -1% | -$107K | 0.28% | 71 |
|
|
2021
Q4 | $9.93M | Sell |
106,310
-3,659
| -3% | -$342K | 0.29% | 68 |
|
|
2021
Q3 | $8.64M | Sell |
109,969
-1,148
| -1% | -$90.1K | 0.28% | 71 |
|
|
2021
Q2 | $8.14M | Sell |
111,117
-7,415
| -6% | -$543K | 0.27% | 72 |
|
|
2021
Q1 | $8.96M | Sell |
118,532
-275,200
| -70% | -$20.8M | 0.31% | 71 |
|
|
2020
Q4 | $30.4M | Sell |
393,732
-244,624
| -38% | -$18.9M | 0.74% | 36 |
|
|
2020
Q3 | $44.3M | Buy |
638,356
+16,028
| +3% | +$1.11M | 1.22% | 23 |
|
|
2020
Q2 | $37.4M | Buy |
622,328
+2,616
| +0.4% | +$157K | 1.14% | 26 |
|
|
2020
Q1 | $37.3M | Buy |
619,712
+19,084
| +3% | +$1.15M | 1.4% | 21 |
|
|
2019
Q4 | $36.4M | Buy |
600,628
+103,900
| +21% | +$6.29M | 1.07% | 25 |
|
|
2019
Q3 | $28.9M | Buy |
496,728
+20,732
| +4% | +$1.21M | 0.92% | 32 |
|
|
2019
Q2 | $24.4M | Buy |
475,996
+16,116
| +4% | +$825K | 0.81% | 43 |
|
|
2019
Q1 | $22.2M | Buy |
459,880
+356,936
| +347% | +$17.3M | 0.76% | 42 |
|
|
2018
Q4 | $4.47M | Sell |
102,944
-1,864
| -2% | -$81K | 0.17% | 119 |
|
|
2018
Q3 | $4.39M | Sell |
104,808
-1,640
| -2% | -$68.7K | 0.14% | 127 |
|
|
2018
Q2 | $4.45M | Sell |
106,448
-184
| -0.2% | -$7.68K | 0.16% | 130 |
|
|
2018
Q1 | $4.35M | Sell |
106,632
-36
| -0% | -$1.47K | 0.15% | 136 |
|
|
2017
Q4 | $4.17M | Sell |
106,668
-1,052
| -1% | -$41.1K | 0.14% | 134 |
|
|
2017
Q3 | $3.95M | Buy |
107,720
+876
| +0.8% | +$32.1K | 0.14% | 132 |
|
|
2017
Q2 | $3.74M | Sell |
106,844
-800
| -0.7% | -$28K | 0.14% | 131 |
|
|
2017
Q1 | $3.46M | Buy |
107,644
+240
| +0.2% | +$7.7K | 0.13% | 133 |
|
|
2016
Q4 | $3.21M | Buy |
107,404
+16,536
| +18% | +$494K | 0.13% | 138 |
|
|
2016
Q3 | $2.78M | Sell |
90,868
-240
| -0.3% | -$7.34K | 0.12% | 132 |
|
|
2016
Q2 | $2.97M | Sell |
91,108
-1,124
| -1% | -$36.6K | 0.12% | 132 |
|
|
2016
Q1 | $2.73M | Buy |
92,232
+320
| +0.3% | +$9.47K | 0.12% | 130 |
|
|
2015
Q4 | $2.39M | Sell |
91,912
-3,400
| -4% | -$88.3K | 0.1% | 157 |
|
|
2015
Q3 | $2.32M | Sell |
95,312
-1,200
| -1% | -$29.3K | 0.1% | 157 |
|
|
2015
Q2 | $2.37M | Hold |
96,512
| – | – | 0.1% | 160 |
|
|
2015
Q1 | $2.51M | Sell |
96,512
-4,172
| -4% | -$109K | 0.1% | 159 |
|
|
2014
Q4 | $2.68M | Sell |
100,684
-400
| -0.4% | -$10.6K | 0.11% | 155 |
|
|
2014
Q3 | $2.37M | Sell |
101,084
-2,232
| -2% | -$52.4K | 0.1% | 155 |
|
|
2014
Q2 | $2.65M | Sell |
103,316
-868
| -0.8% | -$22.2K | 0.11% | 150 |
|
|
2014
Q1 | $2.49M | Sell |
104,184
-3,020
| -3% | -$72.2K | 0.11% | 153 |
|
|
2013
Q4 | $2.3M | Sell |
107,204
-12,304
| -10% | -$263K | 0.1% | 150 |
|
|
2013
Q3 | $2.4M | Sell |
119,508
-7,396
| -6% | -$148K | 0.12% | 143 |
|
|
2013
Q2 | $2.59M | Buy |
+126,904
| New | +$2.59M | 0.2% | 79 |
|