Godshalk Welsh 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 | $743K | Hold |
10,700
| – | – | 0.46% | 68 |
|
|
2025
Q1 | $759K | Sell |
10,700
-300
| -3% | -$21.3K | 0.5% | 64 |
|
|
2024
Q4 | $789K | Sell |
11,000
-100
| -0.9% | -$7.17K | 0.51% | 63 |
|
|
2024
Q3 | $938K | Sell |
11,100
-650
| -6% | -$54.9K | 0.59% | 56 |
|
|
2024
Q2 | $832K | Sell |
11,750
-150
| -1% | -$10.6K | 0.55% | 58 |
|
|
2024
Q1 | $761K | Sell |
11,900
-250
| -2% | -$16K | 0.51% | 60 |
|
|
2023
Q4 | $738K | Buy |
12,150
+1,220
| +11% | +$74.1K | 0.53% | 61 |
|
|
2023
Q3 | $626K | Sell |
10,930
-170
| -2% | -$9.74K | 0.47% | 66 |
|
|
2023
Q2 | $824K | Sell |
11,100
-225
| -2% | -$16.7K | 0.57% | 63 |
|
|
2023
Q1 | $873K | Buy |
11,325
+400
| +4% | +$30.8K | 0.62% | 58 |
|
|
2022
Q4 | $913K | Buy |
10,925
+1,117
| +11% | +$93.4K | 0.67% | 57 |
|
|
2022
Q3 | $769K | Buy |
9,808
+1,958
| +25% | +$154K | 0.57% | 61 |
|
|
2022
Q2 | $608K | Hold |
7,850
| – | – | 0.44% | 72 |
|
|
2022
Q1 | $665K | Sell |
7,850
-100
| -1% | -$8.47K | 0.41% | 74 |
|
|
2021
Q4 | $742K | Sell |
7,950
-300
| -4% | -$28K | 0.42% | 69 |
|
|
2021
Q3 | $648K | Sell |
8,250
-200
| -2% | -$15.7K | 0.4% | 73 |
|
|
2021
Q2 | $643K | Sell |
8,450
-200
| -2% | -$15.2K | 0.4% | 71 |
|
|
2021
Q1 | $654K | Sell |
8,650
-300
| -3% | -$22.7K | 0.46% | 69 |
|
|
2020
Q4 | $690K | Sell |
8,950
-50
| -0.6% | -$3.86K | 0.51% | 67 |
|
|
2020
Q3 | $625K | Sell |
9,000
-400
| -4% | -$27.8K | 0.53% | 64 |
|
|
2020
Q2 | $564K | Hold |
9,400
| – | – | 0.53% | 68 |
|
|
2020
Q1 | $565K | Sell |
9,400
-1,000
| -10% | -$60.1K | 0.61% | 65 |
|
|
2019
Q4 | $630K | Sell |
10,400
-400
| -4% | -$24.2K | 0.52% | 70 |
|
|
2019
Q3 | $629K | Sell |
10,800
-400
| -4% | -$23.3K | 0.56% | 67 |
|
|
2019
Q2 | $574K | Hold |
11,200
| – | – | 0.53% | 69 |
|
|
2019
Q1 | $541K | Buy |
11,200
+1,600
| +17% | +$77.3K | 0.52% | 70 |
|
|
2018
Q4 | $417K | Hold |
9,600
| – | – | 0.47% | 74 |
|
|
2018
Q3 | $402K | Sell |
9,600
-2,200
| -19% | -$92.1K | 0.39% | 80 |
|
|
2018
Q2 | $493K | Hold |
11,800
| – | – | 0.52% | 70 |
|
|
2018
Q1 | $482K | Sell |
11,800
-200
| -2% | -$8.17K | 0.52% | 71 |
|
|
2017
Q4 | $469K | Hold |
12,000
| – | – | 0.47% | 76 |
|
|
2017
Q3 | $440K | Sell |
12,000
-1,800
| -13% | -$66K | 0.44% | 80 |
|
|
2017
Q2 | $483K | Hold |
13,800
| – | – | 0.48% | 77 |
|
|
2017
Q1 | $443K | Sell |
13,800
-1,400
| -9% | -$44.9K | 0.44% | 81 |
|
|
2016
Q4 | $454K | Hold |
15,200
| – | – | 0.46% | 80 |
|
|
2016
Q3 | $465K | Hold |
15,200
| – | – | 0.48% | 80 |
|
|
2016
Q2 | $496K | Sell |
15,200
-800
| -5% | -$26.1K | 0.52% | 79 |
|
|
2016
Q1 | $473K | Sell |
16,000
-600
| -4% | -$17.7K | 0.49% | 81 |
|
|
2015
Q4 | $431K | Hold |
16,600
| – | – | 0.45% | 89 |
|
|
2015
Q3 | $405K | Hold |
16,600
| – | – | 0.44% | 88 |
|
|
2015
Q2 | $407K | Hold |
16,600
| – | – | 0.41% | 93 |
|
|
2015
Q1 | $432K | Sell |
16,600
-800
| -5% | -$20.8K | 0.44% | 87 |
|
|
2014
Q4 | $462K | Buy |
+17,400
| New | +$462K | 0.42% | 87 |
|