Girard Partners’s NextEra Energy, Inc. NEE Stock Holding History

Girard Partners’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$17M	Sell	240,629 -4,395	-2%	-$311K	1.61%	14
2024 Q1	$15.7M	Buy	245,024 +54,345	+29%	+$3.47M	1.47%	16
2023 Q4	$11.6M	Sell	190,679 -20,154	-10%	-$1.22M	1.18%	22
2023 Q3	$12.1M	Buy	210,833 +15,937	+8%	+$913K	1.36%	18
2023 Q2	$14.5M	Buy	194,896 +9,994	+5%	+$742K	1.53%	15
2023 Q1	$14.3M	Buy	184,902 +12,571	+7%	+$969K	1.58%	15
2022 Q4	$14.4M	Buy	172,331 +10,020	+6%	+$838K	1.63%	13
2022 Q3	$12.7M	Buy	162,311 +15,852	+11%	+$1.24M	1.69%	12
2022 Q2	$11.3M	Buy	146,459 +2,351	+2%	+$182K	1.45%	17
2022 Q1	$12.2M	Buy	144,108 +27,996	+24%	+$2.37M	1.34%	16
2021 Q4	$10.8M	Buy	116,112 +6,570	+6%	+$613K	1.18%	18
2021 Q3	$8.6M	Buy	109,542 +2,702	+3%	+$212K	1.09%	24
2021 Q2	$7.83M	Buy	106,840 +2,825	+3%	+$207K	1.01%	27
2021 Q1	$7.86M	Buy	104,015 +3,368	+3%	+$255K	1.13%	25
2020 Q4	$7.76M	Buy	100,647 +1,011	+1%	+$78K	1.2%	22
2020 Q3	$6.91M	Buy	99,636 +5,864	+6%	+$407K	1.16%	24
2020 Q2	$5.63M	Buy	93,772 +2,548	+3%	+$153K	1.02%	33
2020 Q1	$5.49M	Buy	91,224 +108	+0.1%	+$6.5K	1.1%	26
2019 Q4	$5.52M	Buy	91,116 +5,820	+7%	+$352K	0.91%	34
2019 Q3	$4.97M	Sell	85,296 -5,644	-6%	-$329K	0.92%	37
2019 Q2	$4.66M	Buy	90,940 +3,300	+4%	+$169K	0.82%	37
2019 Q1	$4.24M	Buy	87,640 +1,656	+2%	+$80K	0.79%	37
2018 Q4	$3.74M	Buy	85,984 +1,396	+2%	+$60.7K	0.79%	41
2018 Q3	$3.54M	Sell	84,588 -4,876	-5%	-$204K	0.63%	46
2018 Q2	$3.74M	Buy	89,464 +17,764	+25%	+$742K	0.71%	44
2018 Q1	$2.93M	Buy	71,700 +8,068	+13%	+$329K	0.68%	45
2017 Q4	$2.49M	Buy	63,632 +1,524	+2%	+$59.5K	0.48%	64
2017 Q3	$2.28M	Buy	62,108 +3,492	+6%	+$128K	0.47%	66
2017 Q2	$2.05M	Buy	58,616 +3,000	+5%	+$105K	0.44%	69
2017 Q1	$1.79M	Buy	55,616 +14,404	+35%	+$462K	0.43%	75
2016 Q4	$1.23M	Buy	41,212 +6,260	+18%	+$187K	0.36%	80
2016 Q3	$1.07M	Buy	34,952 +1,792	+5%	+$54.8K	0.36%	77
2016 Q2	$1.08M	Buy	33,160 +10,216	+45%	+$333K	0.41%	73
2016 Q1	$679K	Buy	22,944 +7,128	+45%	+$211K	0.3%	95
2015 Q4	$411K	Buy	15,816 +160	+1%	+$4.16K	0.2%	117
2015 Q3	$382K	Buy	15,656 +600	+4%	+$14.6K	0.22%	110
2015 Q2	$369K	Sell	15,056 -400	-3%	-$9.8K	0.21%	106
2015 Q1	$402K	Sell	15,456 -380	-2%	-$9.88K	0.24%	99
2014 Q4	$421K	Buy	15,836 +300	+2%	+$7.98K	0.26%	95
2014 Q3	$365K	Sell	15,536 -2,560	-14%	-$60.1K	0.24%	97
2014 Q2	$464K	Buy	18,096 +3,664	+25%	+$93.9K	0.32%	86
2014 Q1	$345K	Sell	14,432 -2,400	-14%	-$57.4K	0.24%	97
2013 Q4	$360K	Buy	+16,832	New	+$360K	0.29%	80