Grandfield & Dodd’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
Q3 | $473K | Hold |
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|
2025
Q2 | $435K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $703K | Hold |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $658K | Hold |
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|
2024
Q1 | $594K | Hold |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $720K | Hold |
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|
2022
Q2 | $710K | Hold |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $910K | Sell |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $530K | Hold |
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|
2020
Q4 | $540K | Buy |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $689K | Hold |
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|
2019
Q3 | $663K | Hold |
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|
2019
Q2 | $583K | Hold |
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|
2019
Q1 | $550K | Hold |
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|
2018
Q4 | $495K | Hold |
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|
2018
Q3 | $477K | Hold |
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|
2018
Q2 | $475K | Sell |
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|
2018
Q1 | $481K | Sell |
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|
2017
Q4 | $466K | Sell |
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|
2017
Q3 | $444K | Sell |
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|
2017
Q2 | $478K | Hold |
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|
2017
Q1 | $438K | Buy |
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|
2016
Q4 | $390K | Sell |
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|
2016
Q3 | $644K | Hold |
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|
2016
Q2 | $686K | Hold |
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|
2016
Q1 | $623K | Buy |
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|
2015
Q4 | $512K | Hold |
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|
2015
Q3 | $481K | Buy |
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|
2015
Q2 | $468K | Buy |
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|
2015
Q1 | $487K | Sell |
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|
2014
Q4 | $527K | Sell |
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|
2014
Q3 | $466K | Buy |
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|
2014
Q2 | $496K | Hold |
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|
2014
Q1 | $462K | Hold |
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|
2013
Q4 | $414K | Hold |
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|
2013
Q3 | $388K | Buy |
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|
2013
Q2 | $313K | Buy |
|