NDSI
Newman Dignan & Sheerar Inc’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
17,067
-1,449
| -8% | -$101K | 0.27% | 73 |
|
|
2025
Q1 | $1.31M | Buy |
18,516
+1,922
| +12% | +$136K | 0.36% | 60 |
|
|
2024
Q4 | $1.19M | Sell |
16,594
-385
| -2% | -$27.6K | 0.3% | 71 |
|
|
2024
Q3 | $1.41M | Buy |
16,979
+283
| +2% | +$23.5K | 0.34% | 67 |
|
|
2024
Q2 | $1.18M | Sell |
16,696
-299
| -2% | -$21.2K | 0.3% | 76 |
|
|
2024
Q1 | $1.09M | Buy |
16,995
+410
| +2% | +$26.2K | 0.29% | 82 |
|
|
2023
Q4 | $1.01M | Buy |
16,585
+4,063
| +32% | +$247K | 0.3% | 83 |
|
|
2023
Q3 | $717K | Buy |
12,522
+302
| +2% | +$17.3K | 0.24% | 92 |
|
|
2023
Q2 | $907K | Sell |
12,220
-170
| -1% | -$12.6K | 0.28% | 83 |
|
|
2023
Q1 | $955K | Buy |
12,390
+225
| +2% | +$17.3K | 0.31% | 78 |
|
|
2022
Q4 | $1.02M | Buy |
12,165
+117
| +1% | +$9.78K | 0.34% | 79 |
|
|
2022
Q3 | $945 | Sell |
12,048
-108
| -0.9% | -$8 | 0.15% | 80 |
|
|
2022
Q2 | $942K | Sell |
12,156
-475
| -4% | -$36.8K | 0.32% | 80 |
|
|
2022
Q1 | $1.07K | Buy |
12,631
+1,366
| +12% | +$116 | 0.21% | 75 |
|
|
2021
Q4 | $1.05M | Buy |
11,265
+217
| +2% | +$20.3K | 0.32% | 79 |
|
|
2021
Q3 | $868K | Sell |
11,048
-896
| -8% | -$70.4K | 0.25% | 82 |
|
|
2021
Q2 | $875K | Buy |
11,944
+4,254
| +55% | +$312K | 0.29% | 79 |
|
|
2021
Q1 | $581K | Buy |
7,690
+242
| +3% | +$18.3K | 0.21% | 97 |
|
|
2020
Q4 | $575 | Buy |
7,448
+5,621
| +308% | +$434 | 0.09% | 91 |
|
|
2020
Q3 | $507K | Buy |
1,827
+20
| +1% | +$5.55K | 0.21% | 92 |
|
|
2020
Q2 | $5.11M | Buy |
1,807
+672
| +59% | +$1.9M | 2.2% | 10 |
|
|
2020
Q1 | $269K | Sell |
1,135
-236
| -17% | -$55.9K | 0.14% | 121 |
|
|
2019
Q4 | $332 | Sell |
1,371
-60
| -4% | -$15 | 0.04% | 124 |
|
|
2019
Q3 | $333K | Hold |
1,431
| – | – | 0.16% | 116 |
|
|
2019
Q2 | $293 | Buy |
1,431
+300
| +27% | +$61 | 0.01% | 134 |
|
|
2019
Q1 | $219K | Buy |
+1,131
| New | +$219K | 0.09% | 148 |
|