Grimes & Company’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 | $1.21M | Buy |
17,392
+3,322
| +24% | +$231K | 0.03% | 199 |
|
|
2025
Q1 | $997K | Sell |
14,070
-884
| -6% | -$62.7K | 0.03% | 187 |
|
|
2024
Q4 | $1.07M | Buy |
14,954
+4,182
| +39% | +$300K | 0.03% | 191 |
|
|
2024
Q3 | $911K | Buy |
10,772
+621
| +6% | +$52.5K | 0.02% | 189 |
|
|
2024
Q2 | $719K | Sell |
10,151
-798
| -7% | -$56.5K | 0.02% | 195 |
|
|
2024
Q1 | $700K | Sell |
10,949
-502
| -4% | -$32.1K | 0.02% | 201 |
|
|
2023
Q4 | $696K | Sell |
11,451
-1,949
| -15% | -$118K | 0.02% | 197 |
|
|
2023
Q3 | $768K | Sell |
13,400
-441
| -3% | -$25.3K | 0.03% | 178 |
|
|
2023
Q2 | $1.03M | Buy |
13,841
+966
| +8% | +$71.7K | 0.04% | 156 |
|
|
2023
Q1 | $992K | Buy |
12,875
+18
| +0.1% | +$1.39K | 0.04% | 155 |
|
|
2022
Q4 | $1.07M | Sell |
12,857
-4,027
| -24% | -$337K | 0.05% | 156 |
|
|
2022
Q3 | $1.32M | Sell |
16,884
-27
| -0.2% | -$2.12K | 0.07% | 125 |
|
|
2022
Q2 | $1.31M | Buy |
16,911
+63
| +0.4% | +$4.88K | 0.07% | 128 |
|
|
2022
Q1 | $1.43M | Buy |
16,848
+230
| +1% | +$19.5K | 0.07% | 135 |
|
|
2021
Q4 | $1.55M | Sell |
16,618
-128
| -0.8% | -$12K | 0.07% | 134 |
|
|
2021
Q3 | $1.32M | Sell |
16,746
-83
| -0.5% | -$6.52K | 0.06% | 137 |
|
|
2021
Q2 | $1.23M | Buy |
16,829
+248
| +1% | +$18.2K | 0.05% | 140 |
|
|
2021
Q1 | $1.25M | Sell |
16,581
-5,251
| -24% | -$397K | 0.06% | 134 |
|
|
2020
Q4 | $1.68M | Buy |
21,832
+5,704
| +35% | +$440K | 0.09% | 115 |
|
|
2020
Q3 | $1.12M | Hold |
16,128
| – | – | 0.07% | 122 |
|
|
2020
Q2 | $969K | Hold |
16,128
| – | – | 0.07% | 126 |
|
|
2020
Q1 | $970K | Buy |
16,128
+44
| +0.3% | +$2.65K | 0.09% | 117 |
|
|
2019
Q4 | $974K | Buy |
16,084
+2,020
| +14% | +$122K | 0.06% | 134 |
|
|
2019
Q3 | $819K | Sell |
14,064
-60
| -0.4% | -$3.49K | 0.06% | 138 |
|
|
2019
Q2 | $724K | Hold |
14,124
| – | – | 0.05% | 146 |
|
|
2019
Q1 | $682K | Buy |
14,124
+52
| +0.4% | +$2.51K | 0.05% | 139 |
|
|
2018
Q4 | $611K | Sell |
14,072
-280
| -2% | -$12.2K | 0.06% | 134 |
|
|
2018
Q3 | $601K | Sell |
14,352
-380
| -3% | -$15.9K | 0.05% | 148 |
|
|
2018
Q2 | $615K | Buy |
14,732
+80
| +0.5% | +$3.34K | 0.05% | 146 |
|
|
2018
Q1 | $598K | Buy |
14,652
+3,488
| +31% | +$142K | 0.06% | 144 |
|
|
2017
Q4 | $436K | Buy |
11,164
+112
| +1% | +$4.37K | 0.04% | 155 |
|
|
2017
Q3 | $405K | Hold |
11,052
| – | – | 0.04% | 149 |
|
|
2017
Q2 | $388K | Hold |
11,052
| – | – | 0.04% | 150 |
|
|
2017
Q1 | $354K | Hold |
11,052
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $330K | Sell |
11,052
-40
| -0.4% | -$1.19K | 0.04% | 161 |
|
|
2016
Q3 | $339K | Hold |
11,092
| – | – | 0.05% | 151 |
|
|
2016
Q2 | $362K | Hold |
11,092
| – | – | 0.05% | 148 |
|
|
2016
Q1 | $328K | Sell |
11,092
-800
| -7% | -$23.7K | 0.04% | 146 |
|
|
2015
Q4 | $309K | Buy |
11,892
+800
| +7% | +$20.8K | 0.04% | 151 |
|
|
2015
Q3 | $271K | Hold |
11,092
| – | – | 0.03% | 151 |
|
|
2015
Q2 | $272K | Sell |
11,092
-1,040
| -9% | -$25.5K | 0.04% | 151 |
|
|
2015
Q1 | $316K | Buy |
12,132
+1,064
| +10% | +$27.7K | 0.08% | 116 |
|
|
2014
Q4 | $294K | Buy |
11,068
+64
| +0.6% | +$1.7K | 0.08% | 123 |
|
|
2014
Q3 | $258K | Buy |
11,004
+72
| +0.7% | +$1.69K | 0.07% | 123 |
|
|
2014
Q2 | $280K | Sell |
10,932
-1,080
| -9% | -$27.7K | 0.07% | 125 |
|
|
2014
Q1 | $287K | Buy |
12,012
+872
| +8% | +$20.8K | 0.08% | 120 |
|
|
2013
Q4 | $238K | Buy |
11,140
+72
| +0.7% | +$1.54K | 0.07% | 121 |
|
|
2013
Q3 | $222K | Buy |
11,068
+76
| +0.7% | +$1.52K | 0.08% | 121 |
|
|
2013
Q2 | $224K | Buy |
+10,992
| New | +$224K | 0.08% | 107 |
|