Mitchell McLeod Pugh & Williams’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.59M | Buy |
17,072
+94
| +0.6% | +$8.36K | 0.23% | 89 |
|
|
2025
Q4 | $1.52M | Sell |
16,978
-235
| -1% | -$19.5K | 0.22% | 93 |
|
|
2025
Q3 | $1.44M | Sell |
17,213
-567
| -3% | -$41.4K | 0.23% | 85 |
|
|
2025
Q2 | $1.23M | Sell |
17,780
-2,124
| -11% | -$148K | 0.23% | 95 |
|
|
2025
Q1 | $1.41M | Buy |
19,904
+574
| +3% | +$40.5K | 0.29% | 79 |
|
|
2024
Q4 | $1.39M | Sell |
19,330
-1,170
| -6% | -$90.9K | 0.29% | 76 |
|
|
2024
Q3 | $1.73M | Sell |
20,500
-110
| -0.5% | -$8.58K | 0.36% | 62 |
|
|
2024
Q2 | $1.46M | Buy |
20,610
+2,221
| +12% | +$158K | 0.33% | 69 |
|
|
2024
Q1 | $1.18M | Sell |
18,389
-16
| -0.1% | -$937 | 0.28% | 83 |
|
|
2023
Q4 | $1.12M | Buy |
18,405
+846
| +5% | +$48.2K | 0.3% | 81 |
|
|
2023
Q3 | $1.01M | Buy |
17,559
+5
| +0% | +$346 | 0.3% | 84 |
|
|
2023
Q2 | $1.3M | Buy |
17,554
+1,278
| +8% | +$96.8K | 0.38% | 66 |
|
|
2023
Q1 | $1.25M | Sell |
16,276
-59
| -0.4% | -$4.54K | 0.39% | 70 |
|
|
2022
Q4 | $1.37M | Sell |
16,335
-98
| -0.6% | -$7.92K | 0.46% | 60 |
|
|
2022
Q3 | $1.29M | Buy |
16,433
+302
| +2% | +$25.6K | 0.5% | 52 |
|
|
2022
Q2 | $1.25M | Sell |
16,131
-80
| -0.5% | -$6.09K | 0.49% | 61 |
|
|
2022
Q1 | $1.37M | Buy |
16,211
+830
| +5% | +$66.5K | 0.46% | 64 |
|
|
2021
Q4 | $1.44M | Hold |
15,381
| – | – | 0.47% | 59 |
|
|
2021
Q3 | $1.21M | Buy |
15,381
+669
| +5% | +$54K | 0.45% | 65 |
|
|
2021
Q2 | $1.08M | Sell |
14,712
-62
| -0.4% | -$4.65K | 0.41% | 71 |
|
|
2021
Q1 | $1.12M | Sell |
14,774
-536
| -4% | -$41.8K | 0.47% | 61 |
|
|
2020
Q4 | $1.18M | Sell |
15,310
-50
| -0.3% | -$3.74K | 0.54% | 55 |
|
|
2020
Q3 | $1.07M | Sell |
15,360
-280
| -2% | -$19.3K | 0.55% | 58 |
|
|
2020
Q2 | $939K | Buy |
15,640
+3,680
| +31% | +$220K | 0.53% | 61 |
|
|
2020
Q1 | $719K | Sell |
11,960
-2,660
| -18% | -$167K | 0.56% | 61 |
|
|
2019
Q4 | $885K | Sell |
14,620
-44
| -0.3% | -$2.57K | 0.56% | 60 |
|
|
2019
Q3 | $854K | Buy |
14,664
+1,132
| +8% | +$61.3K | 0.58% | 60 |
|
|
2019
Q2 | $693K | Buy |
13,532
+48
| +0.4% | +$2.36K | 0.48% | 77 |
|
|
2019
Q1 | $651K | Buy |
13,484
+140
| +1% | +$6.4K | 0.45% | 81 |
|
|
2018
Q4 | $580K | Sell |
13,344
-84
| -0.6% | -$3.67K | 0.47% | 82 |
|
|
2018
Q3 | $562K | Buy |
13,428
+2,148
| +19% | +$91.4K | 0.38% | 92 |
|
|
2018
Q2 | $471K | Buy |
11,280
+572
| +5% | +$23.1K | 0.33% | 106 |
|
|
2018
Q1 | $437K | Buy |
10,708
+32
| +0.3% | +$1.23K | 0.31% | 115 |
|
|
2017
Q4 | $417K | Hold |
10,676
| – | – | 0.29% | 123 |
|
|
2017
Q3 | $392K | Hold |
10,676
| – | – | 0.29% | 121 |
|
|
2017
Q2 | $374K | Buy |
10,676
+12
| +0.1% | +$410 | 0.28% | 124 |
|
|
2017
Q1 | $342K | Sell |
10,664
-172
| -2% | -$5.41K | 0.27% | 127 |
|
|
2016
Q4 | $324K | Buy |
10,836
+716
| +7% | +$21.4K | 0.26% | 131 |
|
|
2016
Q3 | $310K | Buy |
10,120
+12
| +0.1% | +$378 | 0.27% | 125 |
|
|
2016
Q2 | $330K | Buy |
10,108
+3,336
| +49% | +$100K | 0.3% | 113 |
|
|
2016
Q1 | $200K | Buy |
+6,772
| New | +$190K | 0.19% | 149 |
|
Other funds holding NEE
VCM
VPM
