KIA
KCM Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
348,351
-1,609
| -0.5% | -$112K | 0.81% | 37 |
|
|
2025
Q1 | $24.8M | Sell |
349,960
-4,277
| -1% | -$303K | 0.89% | 35 |
|
|
2024
Q4 | $25.4M | Sell |
354,237
-4,241
| -1% | -$304K | 0.88% | 35 |
|
|
2024
Q3 | $30.3M | Sell |
358,478
-9,809
| -3% | -$829K | 1.03% | 30 |
|
|
2024
Q2 | $26.1M | Sell |
368,287
-1,797
| -0.5% | -$127K | 0.94% | 34 |
|
|
2024
Q1 | $23.7M | Sell |
370,084
-615
| -0.2% | -$39.3K | 0.87% | 35 |
|
|
2023
Q4 | $22.5M | Sell |
370,699
-11,454
| -3% | -$696K | 0.9% | 34 |
|
|
2023
Q3 | $21.9M | Sell |
382,153
-39,297
| -9% | -$2.25M | 0.94% | 31 |
|
|
2023
Q2 | $31.3M | Sell |
421,450
-11,516
| -3% | -$854K | 1.25% | 19 |
|
|
2023
Q1 | $33.4M | Sell |
432,966
-8,604
| -2% | -$663K | 1.35% | 18 |
|
|
2022
Q4 | $36.9M | Sell |
441,570
-4,171
| -0.9% | -$349K | 1.59% | 11 |
|
|
2022
Q3 | $35M | Sell |
445,741
-2,095
| -0.5% | -$164K | 1.62% | 12 |
|
|
2022
Q2 | $34.7M | Buy |
447,836
+1,309
| +0.3% | +$101K | 1.51% | 13 |
|
|
2022
Q1 | $37.8M | Sell |
446,527
-7,952
| -2% | -$674K | 1.38% | 16 |
|
|
2021
Q4 | $42.4M | Sell |
454,479
-10,401
| -2% | -$971K | 1.48% | 11 |
|
|
2021
Q3 | $36.5M | Sell |
464,880
-5,409
| -1% | -$425K | 1.45% | 12 |
|
|
2021
Q2 | $34.5M | Buy |
470,289
+1,862
| +0.4% | +$136K | 1.39% | 14 |
|
|
2021
Q1 | $35.4M | Sell |
468,427
-2,399
| -0.5% | -$181K | 1.57% | 10 |
|
|
2020
Q4 | $36.3M | Buy |
470,826
+353,244
| +300% | +$27.3M | 1.75% | 9 |
|
|
2020
Q3 | $32.6M | Buy |
117,582
+1,649
| +1% | +$458K | 1.81% | 9 |
|
|
2020
Q2 | $27.8M | Buy |
115,933
+4,717
| +4% | +$1.13M | 1.57% | 13 |
|
|
2020
Q1 | $26.8M | Sell |
111,216
-3,057
| -3% | -$736K | 1.8% | 10 |
|
|
2019
Q4 | $27.7M | Buy |
114,273
+961
| +0.8% | +$233K | 1.5% | 14 |
|
|
2019
Q3 | $26.4M | Sell |
113,312
-93
| -0.1% | -$21.7K | 1.53% | 14 |
|
|
2019
Q2 | $23.2M | Buy |
113,405
+2,279
| +2% | +$467K | 1.39% | 17 |
|
|
2019
Q1 | $21.5M | Buy |
111,126
+2,841
| +3% | +$549K | 1.39% | 18 |
|
|
2018
Q4 | $18.8M | Sell |
108,285
-1,524
| -1% | -$265K | 1.24% | 16 |
|
|
2018
Q3 | $18.4M | Sell |
109,809
-620
| -0.6% | -$104K | 1.05% | 20 |
|
|
2018
Q2 | $18.4M | Sell |
110,429
-840
| -0.8% | -$140K | 1.14% | 18 |
|
|
2018
Q1 | $18.2M | Sell |
111,269
-1,705
| -2% | -$278K | 1.1% | 20 |
|
|
2017
Q4 | $17.6M | Buy |
112,974
+805
| +0.7% | +$126K | 1.03% | 21 |
|
|
2017
Q3 | $16.4M | Buy |
112,169
+385
| +0.3% | +$56.4K | 1% | 19 |
|
|
2017
Q2 | $15.7M | Buy |
111,784
+508
| +0.5% | +$71.2K | 0.98% | 21 |
|
|
2017
Q1 | $14.3M | Buy |
111,276
+882
| +0.8% | +$113K | 0.91% | 24 |
|
|
2016
Q4 | $13.2M | Sell |
110,394
-3,082
| -3% | -$368K | 0.89% | 22 |
|
|
2016
Q3 | $13.9M | Buy |
113,476
+2,851
| +3% | +$349K | 0.95% | 20 |
|
|
2016
Q2 | $14.4M | Sell |
110,625
-1,102
| -1% | -$144K | 1.01% | 17 |
|
|
2016
Q1 | $13.2M | Sell |
111,727
-1,724
| -2% | -$204K | 0.97% | 18 |
|
|
2015
Q4 | $11.8M | Buy |
113,451
+483
| +0.4% | +$50.2K | 0.93% | 18 |
|
|
2015
Q3 | $11M | Buy |
112,968
+200
| +0.2% | +$19.5K | 0.91% | 19 |
|
|
2015
Q2 | $11.1M | Buy |
112,768
+4,075
| +4% | +$399K | 0.88% | 18 |
|
|
2015
Q1 | $11.3M | Buy |
108,693
+6,119
| +6% | +$637K | 0.9% | 17 |
|
|
2014
Q4 | $10.9M | Buy |
102,574
+6,020
| +6% | +$640K | 0.92% | 16 |
|
|
2014
Q3 | $9.06M | Buy |
96,554
+6,282
| +7% | +$590K | 0.83% | 24 |
|
|
2014
Q2 | $9.25M | Buy |
90,272
+3,081
| +4% | +$316K | 0.86% | 21 |
|
|
2014
Q1 | $8.34M | Buy |
87,191
+1,468
| +2% | +$140K | 0.86% | 20 |
|
|
2013
Q4 | $7.34M | Buy |
85,723
+1,417
| +2% | +$121K | 0.8% | 21 |
|
|
2013
Q3 | $6.76M | Sell |
84,306
-35
| -0% | -$2.81K | 0.81% | 21 |
|
|
2013
Q2 | $6.87M | Buy |
+84,341
| New | +$6.87M | 0.83% | 24 |
|