Godshalk Welsh Capital Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Hold |
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|
2025
Q1 | $759K | Sell |
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|
2024
Q4 | $789K | Sell |
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|
2024
Q3 | $938K | Sell |
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|
2024
Q2 | $832K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $626K | Sell |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $769K | Buy |
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|
2022
Q2 | $608K | Hold |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $742K | Sell |
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|
2021
Q3 | $648K | Sell |
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $690K | Sell |
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|
2020
Q3 | $625K | Sell |
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|
2020
Q2 | $564K | Hold |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $630K | Sell |
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|
2019
Q3 | $629K | Sell |
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|
2019
Q2 | $574K | Hold |
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|
2019
Q1 | $541K | Buy |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $402K | Sell |
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|
2018
Q2 | $493K | Hold |
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|
2018
Q1 | $482K | Sell |
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|
2017
Q4 | $469K | Hold |
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|
2017
Q3 | $440K | Sell |
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|
2017
Q2 | $483K | Hold |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $454K | Hold |
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|
2016
Q3 | $465K | Hold |
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|
2016
Q2 | $496K | Sell |
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|
2016
Q1 | $473K | Sell |
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|
2015
Q4 | $431K | Hold |
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|
2015
Q3 | $405K | Hold |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $432K | Sell |
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|
2014
Q4 | $462K | Buy |
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