Grandfield & Dodd’s NextEra Energy, Inc. NEE Stock Holding History

Grandfield & Dodd’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$435K	Sell	6,270 -2,876	-31%	-$200K	0.03%	148
2025 Q1	$648K	Sell	9,146 -660	-7%	-$46.8K	0.04%	122
2024 Q4	$703K	Hold	9,806	–	–	0.04%	124
2024 Q3	$829K	Buy	9,806 +510	+5%	+$43.1K	0.05%	117
2024 Q2	$658K	Hold	9,296	–	–	0.04%	124
2024 Q1	$594K	Hold	9,296	–	–	0.04%	129
2023 Q4	$565K	Sell	9,296 -70	-0.7%	-$4.25K	0.04%	131
2023 Q3	$537K	Sell	9,366 -90	-1%	-$5.16K	0.04%	126
2023 Q2	$702K	Sell	9,456 -52	-0.5%	-$3.86K	0.05%	122
2023 Q1	$733K	Sell	9,508 -200	-2%	-$15.4K	0.05%	120
2022 Q4	$812K	Buy	9,708 +500	+5%	+$41.8K	0.06%	114
2022 Q3	$720K	Hold	9,208	–	–	0.06%	110
2022 Q2	$710K	Hold	9,208	–	–	0.06%	115
2022 Q1	$780K	Sell	9,208 -520	-5%	-$44K	0.05%	119
2021 Q4	$910K	Sell	9,728 -52	-0.5%	-$4.86K	0.06%	110
2021 Q3	$770K	Buy	9,780 +2,208	+29%	+$174K	0.05%	113
2021 Q2	$550K	Buy	7,572 +576	+8%	+$41.8K	0.04%	126
2021 Q1	$530K	Hold	6,996	–	–	0.04%	131
2020 Q4	$540K	Buy	6,996 +160	+2%	+$12.4K	0.04%	123
2020 Q3	$470K	Sell	6,836 -24	-0.3%	-$1.65K	0.04%	126
2020 Q2	$410K	Sell	6,860 -76	-1%	-$4.54K	0.04%	132
2020 Q1	$417K	Sell	6,936 -4,444	-39%	-$267K	0.05%	126
2019 Q4	$689K	Hold	11,380	–	–	0.06%	114
2019 Q3	$663K	Hold	11,380	–	–	0.07%	115
2019 Q2	$583K	Hold	11,380	–	–	0.06%	122
2019 Q1	$550K	Hold	11,380	–	–	0.06%	124
2018 Q4	$495K	Hold	11,380	–	–	0.06%	122
2018 Q3	$477K	Hold	11,380	–	–	0.05%	131
2018 Q2	$475K	Sell	11,380 -408	-3%	-$17K	0.05%	130
2018 Q1	$481K	Sell	11,788 -140	-1%	-$5.71K	0.05%	127
2017 Q4	$466K	Sell	11,928 -192	-2%	-$7.5K	0.05%	139
2017 Q3	$444K	Sell	12,120 -1,524	-11%	-$55.8K	0.05%	139
2017 Q2	$478K	Hold	13,644	–	–	0.06%	134
2017 Q1	$438K	Buy	13,644 +600	+5%	+$19.3K	0.05%	136
2016 Q4	$390K	Sell	13,044 -8,000	-38%	-$239K	0.05%	141
2016 Q3	$644K	Hold	21,044	–	–	0.08%	105
2016 Q2	$686K	Hold	21,044	–	–	0.1%	100
2016 Q1	$623K	Buy	21,044 +1,320	+7%	+$39.1K	0.09%	99
2015 Q4	$512K	Hold	19,724	–	–	0.08%	107
2015 Q3	$481K	Buy	19,724 +616	+3%	+$15K	0.08%	107
2015 Q2	$468K	Buy	19,108 +388	+2%	+$9.5K	0.07%	116
2015 Q1	$487K	Sell	18,720 -1,124	-6%	-$29.2K	0.07%	112
2014 Q4	$527K	Sell	19,844 -28	-0.1%	-$744	0.08%	113
2014 Q3	$466K	Buy	19,872 +528	+3%	+$12.4K	0.07%	111
2014 Q2	$496K	Hold	19,344	–	–	0.07%	117
2014 Q1	$462K	Hold	19,344	–	–	0.07%	120
2013 Q4	$414K	Hold	19,344	–	–	0.07%	122
2013 Q3	$388K	Buy	19,344 +4,000	+26%	+$80.2K	0.07%	127
2013 Q2	$313K	Buy	+15,344	New	+$313K	0.06%	137