First City 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 | $260K | Hold |
3,742
| – | – | 0.15% | 133 |
|
2025
Q1 | $265K | Sell |
3,742
-4,050
| -52% | -$287K | 0.16% | 127 |
|
2024
Q4 | $559K | Sell |
7,792
-194
| -2% | -$13.9K | 0.3% | 81 |
|
2024
Q3 | $675K | Buy |
7,986
+22
| +0.3% | +$1.86K | 0.35% | 67 |
|
2024
Q2 | $564K | Sell |
7,964
-28
| -0.4% | -$1.98K | 0.32% | 79 |
|
2024
Q1 | $511K | Sell |
7,992
-4,000
| -33% | -$256K | 0.28% | 88 |
|
2023
Q4 | $728K | Sell |
11,992
-64
| -0.5% | -$3.89K | 0.42% | 63 |
|
2023
Q3 | $691K | Hold |
12,056
| – | – | 0.43% | 63 |
|
2023
Q2 | $895K | Buy |
12,056
+300
| +3% | +$22.3K | 0.53% | 50 |
|
2023
Q1 | $901K | Hold |
11,756
| – | – | 0.53% | 50 |
|
2022
Q4 | $983K | Sell |
11,756
-10
| -0.1% | -$836 | 0.59% | 48 |
|
2022
Q3 | $923K | Buy |
11,766
+1,376
| +13% | +$108K | 0.61% | 47 |
|
2022
Q2 | $805K | Hold |
10,390
| – | – | 0.5% | 58 |
|
2022
Q1 | $880K | Buy |
10,390
+150
| +1% | +$12.7K | 0.48% | 56 |
|
2021
Q4 | $778K | Hold |
10,240
| – | – | 0.44% | 65 |
|
2021
Q3 | $804K | Hold |
10,240
| – | – | 0.45% | 67 |
|
2021
Q2 | $850K | Hold |
10,240
| – | – | 0.47% | 61 |
|
2021
Q1 | $733K | Sell |
10,240
-234
| -2% | -$16.8K | 0.42% | 72 |
|
2020
Q4 | $879K | Sell |
10,474
-8,810
| -46% | -$739K | 0.56% | 53 |
|
2020
Q3 | $1.45M | Buy |
19,284
+9,040
| +88% | +$679K | 0.54% | 58 |
|
2020
Q2 | $615K | Buy |
10,244
+4
| +0% | +$240 | 0.47% | 67 |
|
2020
Q1 | $616K | Sell |
10,240
-2,004
| -16% | -$121K | 0.6% | 57 |
|
2019
Q4 | $741K | Hold |
12,244
| – | – | 0.51% | 65 |
|
2019
Q3 | $713K | Sell |
12,244
-100
| -0.8% | -$5.82K | 0.52% | 66 |
|
2019
Q2 | $632K | Buy |
12,344
+4
| +0% | +$205 | 0.46% | 69 |
|
2019
Q1 | $596K | Hold |
12,340
| – | – | 0.43% | 73 |
|
2018
Q4 | $536K | Hold |
12,340
| – | – | 0.42% | 74 |
|
2018
Q3 | $517K | Hold |
12,340
| – | – | 0.34% | 88 |
|
2018
Q2 | $515K | Hold |
12,340
| – | – | 0.37% | 87 |
|
2018
Q1 | $504K | Hold |
12,340
| – | – | 0.38% | 88 |
|
2017
Q4 | $482K | Sell |
12,340
-100
| -0.8% | -$3.91K | 0.33% | 95 |
|
2017
Q3 | $456K | Hold |
12,440
| – | – | 0.32% | 92 |
|
2017
Q2 | $436K | Hold |
12,440
| – | – | 0.32% | 93 |
|
2017
Q1 | $399K | Hold |
12,440
| – | – | 0.29% | 95 |
|
2016
Q4 | $372K | Hold |
12,440
| – | – | 0.28% | 95 |
|
2016
Q3 | $380K | Hold |
12,440
| – | – | 0.29% | 90 |
|
2016
Q2 | $406K | Hold |
12,440
| – | – | 0.31% | 88 |
|
2016
Q1 | $368K | Hold |
12,440
| – | – | 0.25% | 93 |
|
2015
Q4 | $323K | Hold |
12,440
| – | – | 0.22% | 107 |
|
2015
Q3 | $303K | Sell |
12,440
-296
| -2% | -$7.22K | 0.22% | 104 |
|
2015
Q2 | $312K | Buy |
12,736
+96
| +0.8% | +$2.35K | 0.22% | 103 |
|
2015
Q1 | $329K | Hold |
12,640
| – | – | 0.23% | 104 |
|
2014
Q4 | $336K | Hold |
12,640
| – | – | 0.23% | 102 |
|
2014
Q3 | $297K | Sell |
12,640
-440
| -3% | -$10.3K | 0.21% | 110 |
|
2014
Q2 | $335K | Hold |
13,080
| – | – | 0.24% | 106 |
|
2014
Q1 | $313K | Hold |
13,080
| – | – | 0.22% | 110 |
|
2013
Q4 | $280K | Sell |
13,080
-80
| -0.6% | -$1.71K | 0.23% | 118 |
|
2013
Q3 | $264K | Buy |
13,160
+720
| +6% | +$14.4K | 0.22% | 122 |
|
2013
Q2 | $253K | Buy |
+12,440
| New | +$253K | 0.23% | 113 |
|