Hanson & Doremus Investment 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 | $506K | Hold |
7,284
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $516K | Buy |
7,284
+833
| +13% | +$59K | 0.08% | 110 |
|
|
2024
Q4 | $462K | Buy |
6,451
+2,196
| +52% | +$157K | 0.07% | 109 |
|
|
2024
Q3 | $360K | Sell |
4,255
-153
| -3% | -$12.9K | 0.06% | 135 |
|
|
2024
Q2 | $312K | Buy |
4,408
+120
| +3% | +$8.49K | 0.05% | 141 |
|
|
2024
Q1 | $274K | Sell |
4,288
-395
| -8% | -$25.2K | 0.05% | 159 |
|
|
2023
Q4 | $284K | Sell |
4,683
-17
| -0.4% | -$1.03K | 0.05% | 149 |
|
|
2023
Q3 | $269K | Hold |
4,700
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $349K | Sell |
4,700
-13
| -0.3% | -$965 | 0.07% | 133 |
|
|
2023
Q1 | $363K | Sell |
4,713
-5,822
| -55% | -$448K | 0.08% | 131 |
|
|
2022
Q4 | $881K | Buy |
10,535
+3,422
| +48% | +$286K | 0.19% | 96 |
|
|
2022
Q3 | $558K | Buy |
7,113
+382
| +6% | +$30K | 0.14% | 102 |
|
|
2022
Q2 | $521K | Hold |
6,731
| – | – | 0.13% | 112 |
|
|
2022
Q1 | $570K | Buy |
6,731
+93
| +1% | +$7.88K | 0.12% | 114 |
|
|
2021
Q4 | $620K | Hold |
6,638
| – | – | 0.13% | 109 |
|
|
2021
Q3 | $521K | Buy |
6,638
+4,807
| +263% | +$377K | 0.12% | 113 |
|
|
2021
Q2 | $508K | Sell |
1,831
-8,840
| -83% | -$2.45M | 0.15% | 103 |
|
|
2021
Q1 | $807K | Sell |
10,671
-393
| -4% | -$29.7K | 0.19% | 103 |
|
|
2020
Q4 | $854K | Buy |
11,064
+3,740
| +51% | +$289K | 0.21% | 91 |
|
|
2020
Q3 | $508K | Sell |
7,324
-128
| -2% | -$8.88K | 0.15% | 103 |
|
|
2020
Q2 | $447K | Sell |
7,452
-3,740
| -33% | -$224K | 0.14% | 113 |
|
|
2020
Q1 | $673K | Buy |
11,192
+3,488
| +45% | +$210K | 0.23% | 83 |
|
|
2019
Q4 | $466K | Buy |
7,704
+2,400
| +45% | +$145K | 0.13% | 117 |
|
|
2019
Q3 | $309K | Sell |
5,304
-300
| -5% | -$17.5K | 0.1% | 139 |
|
|
2019
Q2 | $287K | Sell |
5,604
-80
| -1% | -$4.1K | 0.09% | 140 |
|
|
2019
Q1 | $275K | Sell |
5,684
-228
| -4% | -$11K | 0.09% | 146 |
|
|
2018
Q4 | $257K | Hold |
5,912
| – | – | 0.09% | 144 |
|
|
2018
Q3 | $248K | Sell |
5,912
-48
| -0.8% | -$2.01K | 0.08% | 159 |
|
|
2018
Q2 | $249K | Sell |
5,960
-3,968
| -40% | -$166K | 0.08% | 157 |
|
|
2018
Q1 | $405K | Buy |
9,928
+3,740
| +60% | +$153K | 0.13% | 136 |
|
|
2017
Q4 | $242K | Hold |
6,188
| – | – | 0.08% | 165 |
|
|
2017
Q3 | $227K | Sell |
6,188
-140
| -2% | -$5.14K | 0.08% | 164 |
|
|
2017
Q2 | $222K | Sell |
6,328
-140
| -2% | -$4.91K | 0.08% | 159 |
|
|
2017
Q1 | $208K | Sell |
6,468
-360
| -5% | -$11.6K | 0.08% | 161 |
|
|
2016
Q4 | $204K | Hold |
6,828
| – | – | 0.09% | 157 |
|
|
2016
Q3 | $209K | Hold |
6,828
| – | – | 0.1% | 153 |
|
|
2016
Q2 | $223K | Hold |
6,828
| – | – | 0.1% | 145 |
|
|
2016
Q1 | $202K | Sell |
6,828
-180
| -3% | -$5.33K | 0.09% | 156 |
|
|
2015
Q4 | $182K | Hold |
7,008
| – | – | 0.08% | 167 |
|
|
2015
Q3 | $171K | Sell |
7,008
-200
| -3% | -$4.88K | 0.08% | 163 |
|
|
2015
Q2 | $177K | Sell |
7,208
-332
| -4% | -$8.15K | 0.08% | 170 |
|
|
2015
Q1 | $196K | Hold |
7,540
| – | – | 0.08% | 170 |
|
|
2014
Q4 | $200K | Buy |
7,540
+2,800
| +59% | +$74.3K | 0.09% | 166 |
|
|
2014
Q3 | $111K | Sell |
4,740
-620
| -12% | -$14.5K | 0.05% | 205 |
|
|
2014
Q2 | $137K | Sell |
5,360
-200
| -4% | -$5.11K | 0.06% | 189 |
|
|
2014
Q1 | $133K | Hold |
5,560
| – | – | 0.06% | 188 |
|
|
2013
Q4 | $119K | Sell |
5,560
-128
| -2% | -$2.74K | 0.06% | 187 |
|
|
2013
Q3 | $114K | Buy |
5,688
+128
| +2% | +$2.57K | 0.06% | 186 |
|
|
2013
Q2 | $113K | Buy |
+5,560
| New | +$113K | 0.06% | 180 |
|