Griffin Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $459K | Sell |
4,944
-100
| -2% | -$8.89K | 0.05% | 162 |
|
|
2025
Q4 | $405K | Hold |
5,044
| – | – | 0.04% | 175 |
|
|
2025
Q3 | $381K | Sell |
5,044
-20
| -0.4% | -$1.46K | 0.04% | 167 |
|
|
2025
Q2 | $352K | Buy |
5,064
+402
| +9% | +$27.9K | 0.04% | 170 |
|
|
2025
Q1 | $330K | Hold |
4,662
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $334K | Hold |
4,662
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $394K | Hold |
4,662
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $330K | Buy |
4,662
+162
| +4% | +$11.5K | 0.04% | 178 |
|
|
2024
Q1 | $288K | Hold |
4,500
| – | – | 0.03% | 190 |
|
|
2023
Q4 | $273K | Hold |
4,500
| – | – | 0.03% | 189 |
|
|
2023
Q3 | $258K | Hold |
4,500
| – | – | 0.04% | 183 |
|
|
2023
Q2 | $334K | Sell |
4,500
-34
| -0.7% | -$2.57K | 0.05% | 177 |
|
|
2023
Q1 | $349K | Buy |
4,534
+34
| +0.8% | +$2.62K | 0.05% | 175 |
|
|
2022
Q4 | $376K | Hold |
4,500
| – | – | 0.06% | 166 |
|
|
2022
Q3 | $353K | Hold |
4,500
| – | – | 0.06% | 164 |
|
|
2022
Q2 | $349K | Buy |
4,500
+200
| +5% | +$15.2K | 0.06% | 171 |
|
|
2022
Q1 | $364K | Sell |
4,300
-166
| -4% | -$13.3K | 0.05% | 180 |
|
|
2021
Q4 | $417K | Hold |
4,466
| – | – | 0.05% | 178 |
|
|
2021
Q3 | $351K | Sell |
4,466
-1,020
| -19% | -$82.3K | 0.04% | 192 |
|
|
2021
Q2 | $402K | Buy |
5,486
+28
| +0.5% | +$2.1K | 0.05% | 197 |
|
|
2021
Q1 | $413K | Buy |
5,458
+70
| +1% | +$5.46K | 0.05% | 185 |
|
|
2020
Q4 | $416K | Buy |
5,388
+168
| +3% | +$12.6K | 0.06% | 172 |
|
|
2020
Q3 | $362K | Buy |
5,220
+1,220
| +31% | +$84.2K | 0.06% | 166 |
|
|
2020
Q2 | $240K | Sell |
4,000
-352
| -8% | -$21.1K | 0.04% | 184 |
|
|
2020
Q1 | $262K | Sell |
4,352
-140
| -3% | -$8.8K | 0.05% | 175 |
|
|
2019
Q4 | $272K | Hold |
4,492
| – | – | 0.04% | 189 |
|
|
2019
Q3 | $262K | Sell |
4,492
-359,648
| -99% | -$19.5M | 0.04% | 192 |
|
|
2019
Q2 | $18.6M | Sell |
364,140
-800
| -0.2% | -$39.4K | 2.37% | 2 |
|
|
2019
Q1 | $17.6M | Hold |
364,940
| – | – | 2.49% | 3 |
|
|
2018
Q4 | $15.9M | Hold |
364,940
| – | – | 2.68% | 2 |
|
|
2018
Q3 | $15.3M | Hold |
364,940
| – | – | 2.25% | 4 |
|
|
2018
Q2 | $15.2M | Sell |
364,940
-1,864
| -0.5% | -$75.3K | 2.77% | 2 |
|
|
2018
Q1 | $15M | Buy |
366,804
+64
| +0% | +$2.47K | 2.73% | 2 |
|
|
2017
Q4 | $14.3M | Sell |
366,740
-16,664
| -4% | -$643K | 2.55% | 2 |
|
|
2017
Q3 | $14M | Buy |
383,404
+5,200
| +1% | +$190K | 2.54% | 2 |
|
|
2017
Q2 | $13.2M | Buy |
+378,204
| New | +$12.9M | 3.54% | 2 |
|
|
2015
Q4 | $479K | Hold |
18,428
| – | – | 0.2% | 64 |
|
|
2015
Q3 | $449K | Buy |
18,428
+664
| +4% | +$16.9K | 0.19% | 75 |
|
|
2015
Q2 | $435K | Hold |
17,764
| – | – | 0.17% | 72 |
|
|
2015
Q1 | $462K | Sell |
17,764
-3,892
| -18% | -$103K | 0.13% | 82 |
|
|
2014
Q4 | $575K | Buy |
21,656
+2,000
| +10% | +$50.5K | 0.15% | 79 |
|
|
2014
Q3 | $461K | Sell |
19,656
-140
| -0.7% | -$3.38K | 0.14% | 84 |
|
|
2014
Q2 | $507K | Sell |
19,796
-500
| -2% | -$12.2K | 0.16% | 80 |
|
|
2014
Q1 | $485K | Sell |
20,296
-2,000
| -9% | -$45.3K | 0.16% | 79 |
|
|
2013
Q4 | $477K | Sell |
22,296
-524
| -2% | -$11K | 0.15% | 79 |
|
|
2013
Q3 | $457K | Sell |
22,820
-28
| -0.1% | -$578 | 0.15% | 78 |
|
|
2013
Q2 | $465K | Buy |
+22,848
| New | +$453K | 0.17% | 76 |
|
Other funds holding NEE
VCM
VPM