Logan Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
61,515
-2,665
| -4% | -$185K | 0.2% | 122 |
|
|
2025
Q1 | $4.55M | Sell |
64,180
-3,275
| -5% | -$232K | 0.21% | 115 |
|
|
2024
Q4 | $4.84M | Sell |
67,455
-3,894
| -5% | -$279K | 0.2% | 113 |
|
|
2024
Q3 | $6.03M | Sell |
71,349
-6,257
| -8% | -$529K | 0.25% | 102 |
|
|
2024
Q2 | $5.5M | Sell |
77,606
-3,096
| -4% | -$219K | 0.24% | 106 |
|
|
2024
Q1 | $5.16M | Buy |
80,702
+3,000
| +4% | +$192K | 0.22% | 116 |
|
|
2023
Q4 | $4.72M | Sell |
77,702
-7,189
| -8% | -$437K | 0.22% | 117 |
|
|
2023
Q3 | $4.86M | Buy |
84,891
+14,614
| +21% | +$837K | 0.25% | 106 |
|
|
2023
Q2 | $5.21M | Sell |
70,277
-994
| -1% | -$73.8K | 0.25% | 108 |
|
|
2023
Q1 | $5.49M | Sell |
71,271
-530
| -0.7% | -$40.9K | 0.27% | 104 |
|
|
2022
Q4 | $6M | Buy |
71,801
+835
| +1% | +$69.8K | 0.31% | 92 |
|
|
2022
Q3 | $5.56M | Sell |
70,966
-301
| -0.4% | -$23.6K | 0.33% | 82 |
|
|
2022
Q2 | $5.52M | Buy |
71,267
+1,427
| +2% | +$111K | 0.32% | 87 |
|
|
2022
Q1 | $5.92M | Buy |
69,840
+1,273
| +2% | +$108K | 0.29% | 98 |
|
|
2021
Q4 | $6.4M | Buy |
68,567
+451
| +0.7% | +$42.1K | 0.28% | 100 |
|
|
2021
Q3 | $5.35M | Buy |
68,116
+3,721
| +6% | +$292K | 0.25% | 108 |
|
|
2021
Q2 | $4.72M | Sell |
64,395
-335
| -0.5% | -$24.5K | 0.22% | 110 |
|
|
2021
Q1 | $4.89M | Sell |
64,730
-2,309
| -3% | -$175K | 0.25% | 103 |
|
|
2020
Q4 | $5.17M | Sell |
67,039
-353
| -0.5% | -$27.2K | 0.26% | 100 |
|
|
2020
Q3 | $4.68M | Sell |
67,392
-2,116
| -3% | -$147K | 0.25% | 104 |
|
|
2020
Q2 | $4.17M | Buy |
69,508
+56
| +0.1% | +$3.36K | 0.24% | 100 |
|
|
2020
Q1 | $4.18M | Buy |
69,452
+328
| +0.5% | +$19.7K | 0.29% | 93 |
|
|
2019
Q4 | $4.19M | Sell |
69,124
-22,096
| -24% | -$1.34M | 0.23% | 109 |
|
|
2019
Q3 | $5.31M | Buy |
91,220
+2,036
| +2% | +$119K | 0.31% | 93 |
|
|
2019
Q2 | $4.57M | Buy |
89,184
+6,900
| +8% | +$353K | 0.27% | 101 |
|
|
2019
Q1 | $3.98M | Buy |
82,284
+75,492
| +1,111% | +$3.65M | 0.24% | 104 |
|
|
2018
Q4 | $295K | Buy |
6,792
+224
| +3% | +$9.73K | 0.02% | 254 |
|
|
2018
Q3 | $275K | Hold |
6,568
| – | – | 0.02% | 270 |
|
|
2018
Q2 | $274K | Hold |
6,568
| – | – | 0.02% | 265 |
|
|
2018
Q1 | $268K | Hold |
6,568
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $256K | Buy |
6,568
+480
| +8% | +$18.7K | 0.02% | 262 |
|
|
2017
Q3 | $223K | Hold |
6,088
| – | – | 0.02% | 271 |
|
|
2017
Q2 | $213K | Buy |
+6,088
| New | +$213K | 0.02% | 266 |
|
|
2016
Q2 | – | Sell |
-38,880
| Closed | -$1.15M | – | 281 |
|
|
2016
Q1 | $1.15M | Hold |
38,880
| – | – | 0.09% | 142 |
|
|
2015
Q4 | $1.01M | Hold |
38,880
| – | – | 0.08% | 152 |
|
|
2015
Q3 | $948K | Hold |
38,880
| – | – | 0.08% | 151 |
|
|
2015
Q2 | $953K | Hold |
38,880
| – | – | 0.07% | 159 |
|
|
2015
Q1 | $1.01M | Hold |
38,880
| – | – | 0.07% | 149 |
|
|
2014
Q4 | $1.03M | Sell |
38,880
-11,600
| -23% | -$308K | 0.07% | 147 |
|
|
2014
Q3 | $1.19M | Sell |
50,480
-100
| -0.2% | -$2.35K | 0.08% | 129 |
|
|
2014
Q2 | $1.3M | Sell |
50,580
-7,600
| -13% | -$195K | 0.09% | 123 |
|
|
2014
Q1 | $1.39M | Buy |
58,180
+1,700
| +3% | +$40.6K | 0.1% | 122 |
|
|
2013
Q4 | $1.21M | Hold |
56,480
| – | – | 0.09% | 135 |
|
|
2013
Q3 | $1.13M | Sell |
56,480
-2,000
| -3% | -$40.1K | 0.08% | 133 |
|
|
2013
Q2 | $1.01M | Buy |
+58,480
| New | +$1.01M | 0.08% | 140 |
|