Fiduciary Group’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 | $550K | Sell |
7,926
-140
| -2% | -$9.72K | 0.05% | 189 |
|
|
2025
Q1 | $572K | Sell |
8,066
-192
| -2% | -$13.6K | 0.06% | 183 |
|
|
2024
Q4 | $592K | Sell |
8,258
-130
| -2% | -$9.32K | 0.06% | 181 |
|
|
2024
Q3 | $709K | Sell |
8,388
-22
| -0.3% | -$1.86K | 0.07% | 170 |
|
|
2024
Q2 | $596K | Sell |
8,410
-225
| -3% | -$15.9K | 0.06% | 176 |
|
|
2024
Q1 | $552K | Buy |
8,635
+340
| +4% | +$21.7K | 0.06% | 177 |
|
|
2023
Q4 | $504K | Sell |
8,295
-2,324
| -22% | -$141K | 0.06% | 178 |
|
|
2023
Q3 | $608K | Sell |
10,619
-147
| -1% | -$8.42K | 0.08% | 147 |
|
|
2023
Q2 | $799K | Sell |
10,766
-392
| -4% | -$29.1K | 0.1% | 129 |
|
|
2023
Q1 | $860K | Buy |
11,158
+194
| +2% | +$15K | 0.11% | 125 |
|
|
2022
Q4 | $917K | Sell |
10,964
-40
| -0.4% | -$3.34K | 0.12% | 122 |
|
|
2022
Q3 | $916K | Sell |
11,004
-104
| -0.9% | -$8.66K | 0.12% | 117 |
|
|
2022
Q2 | $993K | Buy |
11,108
+975
| +10% | +$87.2K | 0.12% | 116 |
|
|
2022
Q1 | $711K | Buy |
10,133
+80
| +0.8% | +$5.61K | 0.09% | 126 |
|
|
2021
Q4 | $939K | Buy |
10,053
+165
| +2% | +$15.4K | 0.1% | 119 |
|
|
2021
Q3 | $845K | Buy |
9,888
+82
| +0.8% | +$7.01K | 0.1% | 119 |
|
|
2021
Q2 | $783K | Buy |
9,806
+234
| +2% | +$18.7K | 0.09% | 124 |
|
|
2021
Q1 | $742K | Buy |
9,572
+2,040
| +27% | +$158K | 0.09% | 126 |
|
|
2020
Q4 | $632K | Sell |
7,532
-32,104
| -81% | -$2.69M | 0.08% | 130 |
|
|
2020
Q3 | $2.75M | Buy |
39,636
+92
| +0.2% | +$6.38K | 0.42% | 55 |
|
|
2020
Q2 | $2.37M | Hold |
39,544
| – | – | 0.4% | 55 |
|
|
2020
Q1 | $2.38M | Sell |
39,544
-80
| -0.2% | -$4.81K | 0.47% | 49 |
|
|
2019
Q4 | $2.4M | Sell |
39,624
-100
| -0.3% | -$6.05K | 0.38% | 57 |
|
|
2019
Q3 | $2.31M | Hold |
39,724
| – | – | 0.4% | 56 |
|
|
2019
Q2 | $2.03M | Hold |
39,724
| – | – | 0.37% | 58 |
|
|
2019
Q1 | $1.92M | Buy |
39,724
+1,124
| +3% | +$54.3K | 0.36% | 61 |
|
|
2018
Q4 | $1.68M | Sell |
38,600
-336
| -0.9% | -$14.6K | 0.35% | 61 |
|
|
2018
Q3 | $1.63M | Hold |
38,936
| – | – | 0.32% | 70 |
|
|
2018
Q2 | $1.63M | Buy |
38,936
+336
| +0.9% | +$14K | 0.34% | 66 |
|
|
2018
Q1 | $1.58M | Hold |
38,600
| – | – | 0.34% | 71 |
|
|
2017
Q4 | $1.51M | Hold |
38,600
| – | – | 0.32% | 76 |
|
|
2017
Q3 | $1.41M | Hold |
38,600
| – | – | 0.32% | 75 |
|
|
2017
Q2 | $1.35M | Hold |
38,600
| – | – | 0.31% | 79 |
|
|
2017
Q1 | $1.24M | Hold |
38,600
| – | – | 0.29% | 80 |
|
|
2016
Q4 | $1.15M | Sell |
38,600
-976
| -2% | -$29.2K | 0.3% | 80 |
|
|
2016
Q3 | $1.21M | Sell |
39,576
-1,016
| -3% | -$31.1K | 0.33% | 78 |
|
|
2016
Q2 | $1.32M | Sell |
40,592
-652
| -2% | -$21.3K | 0.37% | 73 |
|
|
2016
Q1 | $1.22M | Sell |
41,244
-2,916
| -7% | -$86.3K | 0.35% | 75 |
|
|
2015
Q4 | $1.15M | Sell |
44,160
-1,196
| -3% | -$31.1K | 0.34% | 77 |
|
|
2015
Q3 | $1.11M | Buy |
45,356
+8
| +0% | +$195 | 0.37% | 84 |
|
|
2015
Q2 | $1.11M | Buy |
+45,348
| New | +$1.11M | 0.35% | 88 |
|