JCM
Jacobi Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
48,169
+2,871
| +6% | +$199K | 0.22% | 85 |
|
|
2025
Q1 | $3.21M | Buy |
45,298
+1,886
| +4% | +$134K | 0.24% | 78 |
|
|
2024
Q4 | $3.11M | Buy |
43,412
+538
| +1% | +$38.6K | 0.23% | 86 |
|
|
2024
Q3 | $3.62M | Buy |
42,874
+241
| +0.6% | +$20.4K | 0.27% | 66 |
|
|
2024
Q2 | $3.02M | Sell |
42,633
-483
| -1% | -$34.2K | 0.26% | 73 |
|
|
2024
Q1 | $2.76M | Buy |
43,116
+3,744
| +10% | +$239K | 0.25% | 72 |
|
|
2023
Q4 | $2.39M | Buy |
39,372
+1,372
| +4% | +$83.3K | 0.25% | 72 |
|
|
2023
Q3 | $2.18M | Buy |
38,000
+2,280
| +6% | +$131K | 0.25% | 76 |
|
|
2023
Q2 | $2.65M | Buy |
35,720
+1,375
| +4% | +$102K | 0.3% | 62 |
|
|
2023
Q1 | $2.65M | Buy |
34,345
+275
| +0.8% | +$21.2K | 0.31% | 62 |
|
|
2022
Q4 | $2.85M | Buy |
34,070
+704
| +2% | +$58.9K | 0.36% | 53 |
|
|
2022
Q3 | $2.62M | Sell |
33,366
-988
| -3% | -$77.5K | 0.36% | 54 |
|
|
2022
Q2 | $2.66M | Buy |
34,354
+5,010
| +17% | +$388K | 0.35% | 48 |
|
|
2022
Q1 | $2.49M | Buy |
29,344
+1,304
| +5% | +$110K | 0.3% | 62 |
|
|
2021
Q4 | $2.62M | Buy |
28,040
+1,559
| +6% | +$146K | 0.31% | 59 |
|
|
2021
Q3 | $2.08M | Buy |
26,481
+532
| +2% | +$41.8K | 0.26% | 66 |
|
|
2021
Q2 | $1.9M | Buy |
25,949
+644
| +3% | +$47.2K | 0.25% | 74 |
|
|
2021
Q1 | $1.91M | Buy |
25,305
+56
| +0.2% | +$4.24K | 0.28% | 66 |
|
|
2020
Q4 | $2.12M | Buy |
25,249
+18,892
| +297% | +$1.59M | 0.34% | 53 |
|
|
2020
Q3 | $1.9M | Sell |
6,357
-83
| -1% | -$24.8K | 0.33% | 56 |
|
|
2020
Q2 | $1.77M | Sell |
6,440
-13
| -0.2% | -$3.57K | 0.33% | 56 |
|
|
2020
Q1 | $1.59M | Sell |
6,453
-1,406
| -18% | -$346K | 0.34% | 54 |
|
|
2019
Q4 | $2.05M | Buy |
7,859
+12
| +0.2% | +$3.13K | 0.37% | 55 |
|
|
2019
Q3 | $1.86M | Sell |
7,847
-402
| -5% | -$95.3K | 0.37% | 55 |
|
|
2019
Q2 | $1.72M | Buy |
8,249
+6,922
| +522% | +$1.44M | 0.35% | 55 |
|
|
2019
Q1 | $257K | Buy |
1,327
+3
| +0.2% | +$581 | 0.07% | 196 |
|
|
2018
Q4 | $230K | Sell |
1,324
-446
| -25% | -$77.5K | 0.06% | 200 |
|
|
2018
Q3 | $297K | Sell |
1,770
-292
| -14% | -$49K | 0.08% | 152 |
|
|
2018
Q2 | $344K | Sell |
2,062
-128
| -6% | -$21.4K | 0.1% | 134 |
|
|
2018
Q1 | $356K | Buy |
2,190
+10
| +0.5% | +$1.63K | 0.11% | 114 |
|
|
2017
Q4 | $333K | Sell |
2,180
-700
| -24% | -$107K | 0.11% | 112 |
|
|
2017
Q3 | $426K | Buy |
2,880
+2,179
| +311% | +$322K | 0.14% | 86 |
|
|
2017
Q2 | $99K | Hold |
701
| – | – | 0.04% | 210 |
|
|
2017
Q1 | $92K | Buy |
701
+101
| +17% | +$13.3K | 0.05% | 166 |
|
|
2016
Q4 | $72K | Sell |
600
-101
| -14% | -$12.1K | 0.04% | 173 |
|
|
2016
Q3 | $83K | Hold |
701
| – | – | 0.04% | 170 |
|
|
2016
Q2 | $92K | Buy |
+701
| New | +$92K | 0.05% | 155 |
|