Jones Financial Companies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9M | Buy |
791,641
+115,678
| +17% | +$8.17M | 0.04% | 130 |
|
|
2025
Q1 | $47.7M | Buy |
675,963
+158,037
| +31% | +$11.1M | 0.04% | 114 |
|
|
2024
Q4 | $37.1M | Buy |
517,926
+146,407
| +39% | +$10.5M | 0.04% | 110 |
|
|
2024
Q3 | $31.4M | Buy |
371,519
+117,267
| +46% | +$9.91M | 0.03% | 99 |
|
|
2024
Q2 | $18M | Buy |
254,252
+116,512
| +85% | +$8.25M | 0.02% | 105 |
|
|
2024
Q1 | $8.8M | Buy |
137,740
+13,953
| +11% | +$892K | 0.01% | 125 |
|
|
2023
Q4 | $7.52M | Buy |
123,787
+1,230
| +1% | +$74.7K | 0.01% | 121 |
|
|
2023
Q3 | $7.02M | Sell |
122,557
-925
| -0.7% | -$53K | 0.01% | 114 |
|
|
2023
Q2 | $9.16M | Sell |
123,482
-4,403
| -3% | -$327K | 0.01% | 101 |
|
|
2023
Q1 | $9.86M | Buy |
127,885
+1,034
| +0.8% | +$79.7K | 0.02% | 92 |
|
|
2022
Q4 | $10.6M | Sell |
126,851
-32
| -0% | -$2.68K | 0.02% | 87 |
|
|
2022
Q3 | $9.95M | Sell |
126,883
-4,406
| -3% | -$345K | 0.02% | 83 |
|
|
2022
Q2 | $10.2M | Sell |
131,289
-3,419
| -3% | -$265K | 0.02% | 83 |
|
|
2022
Q1 | $11.4M | Buy |
134,708
+2,391
| +2% | +$203K | 0.02% | 86 |
|
|
2021
Q4 | $12.4M | Sell |
132,317
-3,046
| -2% | -$284K | 0.02% | 87 |
|
|
2021
Q3 | $10.6M | Sell |
135,363
-1,431
| -1% | -$112K | 0.02% | 90 |
|
|
2021
Q2 | $10M | Sell |
136,794
-3,084
| -2% | -$226K | 0.02% | 94 |
|
|
2021
Q1 | $10.6M | Buy |
139,878
+3,773
| +3% | +$285K | 0.02% | 92 |
|
|
2020
Q4 | $10.5M | Buy |
136,105
+102,684
| +307% | +$7.92M | 0.02% | 87 |
|
|
2020
Q3 | $9.28M | Buy |
33,421
+208
| +0.6% | +$57.7K | 0.02% | 87 |
|
|
2020
Q2 | $7.98M | Sell |
33,213
-115
| -0.3% | -$27.6K | 0.02% | 94 |
|
|
2020
Q1 | $8.02M | Buy |
33,328
+1,694
| +5% | +$408K | 0.02% | 91 |
|
|
2019
Q4 | $7.66M | Buy |
31,634
+3,645
| +13% | +$883K | 0.02% | 93 |
|
|
2019
Q3 | $6.52M | Sell |
27,989
-325
| -1% | -$75.7K | 0.01% | 98 |
|
|
2019
Q2 | $5.8M | Buy |
28,314
+288
| +1% | +$59K | 0.01% | 103 |
|
|
2019
Q1 | $5.42M | Buy |
28,026
+1,704
| +6% | +$329K | 0.01% | 103 |
|
|
2018
Q4 | $4.58M | Sell |
26,322
-372
| -1% | -$64.7K | 0.01% | 104 |
|
|
2018
Q3 | $4.47M | Buy |
26,694
+1,013
| +4% | +$170K | 0.01% | 103 |
|
|
2018
Q2 | $4.29M | Buy |
25,681
+1,730
| +7% | +$289K | 0.01% | 104 |
|
|
2018
Q1 | $3.91M | Buy |
23,951
+4,236
| +21% | +$692K | 0.01% | 105 |
|
|
2017
Q4 | $3.08M | Buy |
19,715
+164
| +0.8% | +$25.6K | 0.01% | 116 |
|
|
2017
Q3 | $2.87M | Buy |
19,551
+2,269
| +13% | +$332K | 0.01% | 118 |
|
|
2017
Q2 | $2.42M | Buy |
17,282
+1,192
| +7% | +$167K | 0.01% | 124 |
|
|
2017
Q1 | $2.07M | Buy |
16,090
+5,074
| +46% | +$651K | 0.01% | 125 |
|
|
2016
Q4 | $1.32M | Buy |
11,016
+2,863
| +35% | +$342K | ﹤0.01% | 135 |
|
|
2016
Q3 | $997K | Sell |
8,153
-330
| -4% | -$40.4K | ﹤0.01% | 146 |
|
|
2016
Q2 | $1.11M | Sell |
8,483
-2,198
| -21% | -$287K | ﹤0.01% | 149 |
|
|
2016
Q1 | $1.26M | Sell |
10,681
-4,487
| -30% | -$531K | 0.01% | 135 |
|
|
2015
Q4 | $1.58M | Sell |
15,168
-1,089
| -7% | -$113K | 0.01% | 133 |
|
|
2015
Q3 | $1.59M | Sell |
16,257
-2,239
| -12% | -$218K | 0.01% | 131 |
|
|
2015
Q2 | $1.81M | Sell |
18,496
-247
| -1% | -$24.2K | 0.01% | 128 |
|
|
2015
Q1 | $1.95M | Sell |
18,743
-3,191
| -15% | -$332K | 0.01% | 125 |
|
|
2014
Q4 | $2.33M | Sell |
21,934
-1,257
| -5% | -$134K | 0.02% | 118 |
|
|
2014
Q3 | $2.18M | Sell |
23,191
-1,219
| -5% | -$114K | 0.02% | 121 |
|
|
2014
Q2 | $2.5M | Sell |
24,410
-3,797
| -13% | -$389K | 0.02% | 113 |
|
|
2014
Q1 | $2.7M | Sell |
28,207
-6,060
| -18% | -$580K | 0.02% | 107 |
|
|
2013
Q4 | $2.93M | Sell |
34,267
-1,377
| -4% | -$118K | 0.03% | 98 |
|
|
2013
Q3 | $2.86M | Sell |
35,644
-3,111
| -8% | -$249K | 0.03% | 91 |
|
|
2013
Q2 | $3.16M | Buy |
+38,755
| New | +$3.16M | 0.03% | 81 |
|