JMFC
J.M. Forbes & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
216,604
-2,133
| -1% | -$148K | 1.38% | 22 |
|
|
2025
Q1 | $15.5M | Buy |
218,737
+6,037
| +3% | +$428K | 1.5% | 21 |
|
|
2024
Q4 | $15.2M | Buy |
212,700
+398
| +0.2% | +$28.5K | 1.47% | 20 |
|
|
2024
Q3 | $17.9M | Sell |
212,302
-1,542
| -0.7% | -$130K | 1.75% | 15 |
|
|
2024
Q2 | $15.1M | Buy |
213,844
+2,828
| +1% | +$200K | 1.55% | 19 |
|
|
2024
Q1 | $13.5M | Sell |
211,016
-2,901
| -1% | -$185K | 1.46% | 23 |
|
|
2023
Q4 | $13M | Buy |
213,917
+2,245
| +1% | +$136K | 1.51% | 23 |
|
|
2023
Q3 | $12.1M | Buy |
211,672
+1,240
| +0.6% | +$71K | 1.58% | 22 |
|
|
2023
Q2 | $15.6M | Sell |
210,432
-28,641
| -12% | -$2.13M | 1.94% | 16 |
|
|
2023
Q1 | $18.4M | Sell |
239,073
-1,994
| -0.8% | -$154K | 2.52% | 9 |
|
|
2022
Q4 | $20.2M | Buy |
241,067
+2,465
| +1% | +$206K | 2.91% | 7 |
|
|
2022
Q3 | $18.7M | Buy |
238,602
+2,522
| +1% | +$198K | 2.93% | 6 |
|
|
2022
Q2 | $18.3M | Sell |
236,080
-823
| -0.3% | -$63.8K | 2.69% | 8 |
|
|
2022
Q1 | $20.1M | Sell |
236,903
-78,606
| -25% | -$6.66M | 2.54% | 8 |
|
|
2021
Q4 | $29.5M | Buy |
315,509
+1,274
| +0.4% | +$119K | 3.38% | 6 |
|
|
2021
Q3 | $24.7M | Sell |
314,235
-1,186
| -0.4% | -$93.1K | 3.11% | 8 |
|
|
2021
Q2 | $23.1M | Buy |
315,421
+5,153
| +2% | +$378K | 2.92% | 8 |
|
|
2021
Q1 | $23.5M | Buy |
310,268
+2,086
| +0.7% | +$158K | 3.27% | 6 |
|
|
2020
Q4 | $23.8M | Buy |
308,182
+232,904
| +309% | +$18M | 3.5% | 6 |
|
|
2020
Q3 | $20.9M | Buy |
75,278
+116
| +0.2% | +$32.2K | 3.34% | 7 |
|
|
2020
Q2 | $18.1M | Sell |
75,162
-7,423
| -9% | -$1.78M | 3.22% | 7 |
|
|
2020
Q1 | $19.9M | Buy |
82,585
+4,291
| +5% | +$1.03M | 4.44% | 2 |
|
|
2019
Q4 | $19M | Sell |
78,294
-15,482
| -17% | -$3.75M | 3.1% | 5 |
|
|
2019
Q3 | $21.8M | Buy |
93,776
+509
| +0.5% | +$119K | 4.2% | 1 |
|
|
2019
Q2 | $19.1M | Buy |
93,267
+8,637
| +10% | +$1.77M | 3.69% | 2 |
|
|
2019
Q1 | $16.4M | Buy |
84,630
+897
| +1% | +$173K | 3.5% | 3 |
|
|
2018
Q4 | $14.6M | Sell |
83,733
-362
| -0.4% | -$62.9K | 3.44% | 3 |
|
|
2018
Q3 | $14.1M | Sell |
84,095
-388
| -0.5% | -$65K | 3% | 7 |
|
|
2018
Q2 | $14.1M | Buy |
84,483
+396
| +0.5% | +$66.1K | 3.16% | 5 |
|
|
2018
Q1 | $13.7M | Buy |
84,087
+2,265
| +3% | +$370K | 3.2% | 4 |
|
|
2017
Q4 | $12.8M | Buy |
81,822
+1,471
| +2% | +$230K | 2.95% | 4 |
|
|
2017
Q3 | $11.8M | Sell |
80,351
-1,073
| -1% | -$157K | 2.94% | 8 |
|
|
2017
Q2 | $11.4M | Sell |
81,424
-615
| -0.7% | -$86.2K | 2.9% | 7 |
|
|
2017
Q1 | $10.5M | Sell |
82,039
-497
| -0.6% | -$63.8K | 2.75% | 10 |
|
|
2016
Q4 | $9.86M | Buy |
82,536
+353
| +0.4% | +$42.2K | 2.71% | 11 |
|
|
2016
Q3 | $10.1M | Sell |
82,183
-360
| -0.4% | -$44K | 2.75% | 10 |
|
|
2016
Q2 | $10.8M | Buy |
82,543
+1,536
| +2% | +$200K | 2.98% | 7 |
|
|
2016
Q1 | $9.59M | Buy |
81,007
+1,795
| +2% | +$212K | 2.74% | 11 |
|
|
2015
Q4 | $8.23M | Sell |
79,212
-225
| -0.3% | -$23.4K | 2.2% | 19 |
|
|
2015
Q3 | $7.75M | Sell |
79,437
-241
| -0.3% | -$23.5K | 2.2% | 19 |
|
|
2015
Q2 | $7.81M | Sell |
79,678
-1,846
| -2% | -$181K | 2.1% | 20 |
|
|
2015
Q1 | $8.48M | Sell |
81,524
-1,573
| -2% | -$164K | 2.25% | 18 |
|
|
2014
Q4 | $8.96M | Buy |
83,097
+134
| +0.2% | +$14.4K | 2.35% | 15 |
|
|
2014
Q3 | $7.79M | Sell |
82,963
-552
| -0.7% | -$51.8K | 1.97% | 21 |
|
|
2014
Q2 | $8.56M | Sell |
83,515
-29,661
| -26% | -$3.04M | 2.13% | 20 |
|
|
2014
Q1 | $10.8M | Sell |
113,176
-2,582
| -2% | -$247K | 2.81% | 8 |
|
|
2013
Q4 | $9.91M | Buy |
115,758
+1,283
| +1% | +$110K | 2.51% | 10 |
|
|
2013
Q3 | $9.18M | Buy |
114,475
+1,732
| +2% | +$139K | 2.6% | 8 |
|
|
2013
Q2 | $9.19M | Buy |
+112,743
| New | +$9.19M | 2.74% | 7 |
|