JIC
Joel Isaacson & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
37,879
+3,298
| +10% | +$229K | 0.11% | 91 |
|
|
2025
Q1 | $2.45M | Buy |
34,581
+3,194
| +10% | +$226K | 0.11% | 91 |
|
|
2024
Q4 | $2.25M | Buy |
31,387
+2,538
| +9% | +$182K | 0.1% | 96 |
|
|
2024
Q3 | $2.44M | Sell |
28,849
-464
| -2% | -$39.2K | 0.12% | 80 |
|
|
2024
Q2 | $2.08M | Buy |
29,313
+161
| +0.6% | +$11.4K | 0.11% | 86 |
|
|
2024
Q1 | $1.86M | Buy |
29,152
+3,780
| +15% | +$242K | 0.1% | 92 |
|
|
2023
Q4 | $1.54M | Sell |
25,372
-599
| -2% | -$36.4K | 0.09% | 98 |
|
|
2023
Q3 | $1.49M | Buy |
25,971
+540
| +2% | +$30.9K | 0.1% | 90 |
|
|
2023
Q2 | $1.89M | Buy |
25,431
+5
| +0% | +$371 | 0.13% | 74 |
|
|
2023
Q1 | $1.96M | Buy |
25,426
+495
| +2% | +$38.2K | 0.14% | 72 |
|
|
2022
Q4 | $2.08M | Buy |
24,931
+139
| +0.6% | +$11.6K | 0.16% | 67 |
|
|
2022
Q3 | $1.94M | Buy |
24,792
+1,113
| +5% | +$87.3K | 0.17% | 64 |
|
|
2022
Q2 | $1.83M | Buy |
23,679
+48
| +0.2% | +$3.72K | 0.15% | 66 |
|
|
2022
Q1 | $1.93M | Sell |
23,631
-96
| -0.4% | -$7.85K | 0.14% | 69 |
|
|
2021
Q4 | $2.22M | Buy |
23,727
+807
| +4% | +$75.3K | 0.15% | 67 |
|
|
2021
Q3 | $1.8M | Hold |
22,920
| – | – | 0.14% | 74 |
|
|
2021
Q2 | $1.68M | Hold |
22,920
| – | – | 0.13% | 74 |
|
|
2021
Q1 | $1.73M | Sell |
22,920
-140
| -0.6% | -$10.6K | 0.15% | 63 |
|
|
2020
Q4 | $1.78M | Buy |
23,060
+17,258
| +297% | +$1.33M | 0.17% | 52 |
|
|
2020
Q3 | $1.61M | Hold |
5,802
| – | – | 0.21% | 51 |
|
|
2020
Q2 | $1.39M | Sell |
5,802
-124
| -2% | -$29.8K | 0.2% | 56 |
|
|
2020
Q1 | $1.43M | Sell |
5,926
-348
| -6% | -$83.7K | 0.25% | 46 |
|
|
2019
Q4 | $1.52M | Hold |
6,274
| – | – | 0.2% | 52 |
|
|
2019
Q3 | $1.46M | Sell |
6,274
-608
| -9% | -$142K | 0.21% | 50 |
|
|
2019
Q2 | $1.41M | Sell |
6,882
-4,733
| -41% | -$970K | 0.21% | 53 |
|
|
2019
Q1 | $2.25M | Sell |
11,615
-1,017
| -8% | -$197K | 0.33% | 39 |
|
|
2018
Q4 | $2.22M | Buy |
12,632
+6,946
| +122% | +$1.22M | 0.35% | 39 |
|
|
2018
Q3 | $953K | Hold |
5,686
| – | – | 0.15% | 70 |
|
|
2018
Q2 | $950K | Hold |
5,686
| – | – | 0.16% | 68 |
|
|
2018
Q1 | $929K | Hold |
5,686
| – | – | 0.16% | 63 |
|
|
2017
Q4 | $888K | Sell |
5,686
-50
| -0.9% | -$7.81K | 0.15% | 70 |
|
|
2017
Q3 | $841K | Sell |
5,736
-172
| -3% | -$25.2K | 0.15% | 69 |
|
|
2017
Q2 | $828K | Buy |
5,908
+1
| +0% | +$140 | 0.16% | 63 |
|
|
2017
Q1 | $758K | Buy |
5,907
+2
| +0% | +$257 | 0.15% | 67 |
|
|
2016
Q4 | $705K | Buy |
5,905
+1
| +0% | +$119 | 0.14% | 66 |
|
|
2016
Q3 | $722K | Buy |
5,904
+61
| +1% | +$7.46K | 0.15% | 66 |
|
|
2016
Q2 | $762K | Buy |
5,843
+1
| +0% | +$130 | 0.16% | 63 |
|
|
2016
Q1 | $691K | Buy |
5,842
+52
| +0.9% | +$6.15K | 0.15% | 66 |
|
|
2015
Q4 | $602K | Sell |
5,790
-793
| -12% | -$82.5K | 0.15% | 69 |
|
|
2015
Q3 | $642K | Buy |
6,583
+1
| +0% | +$98 | 0.17% | 60 |
|
|
2015
Q2 | $645K | Buy |
6,582
+295
| +5% | +$28.9K | 0.17% | 67 |
|
|
2015
Q1 | $654K | Buy |
6,287
+478
| +8% | +$49.7K | 0.16% | 66 |
|
|
2014
Q4 | $617K | Buy |
5,809
+1,320
| +29% | +$140K | 0.17% | 62 |
|
|
2014
Q3 | $421K | Buy |
4,489
+82
| +2% | +$7.69K | 0.13% | 71 |
|
|
2014
Q2 | $452K | Buy |
4,407
+1
| +0% | +$103 | 0.14% | 70 |
|
|
2014
Q1 | $421K | Sell |
4,406
-1,300
| -23% | -$124K | 0.14% | 67 |
|
|
2013
Q4 | $489K | Buy |
5,706
+1,300
| +30% | +$111K | 0.18% | 57 |
|
|
2013
Q3 | $353K | Buy |
4,406
+1,000
| +29% | +$80.1K | 0.14% | 66 |
|
|
2013
Q2 | $278K | Buy |
+3,406
| New | +$278K | 0.13% | 72 |
|