PJSIMP
P.J. Schmidt Investment Management (PJS)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Sell |
124,002
-1,287
| -1% | -$89.3K | 1.49% | 19 |
|
|
2025
Q1 | $8.88M | Buy |
125,289
+316
| +0.3% | +$22.4K | 1.63% | 16 |
|
|
2024
Q4 | $8.96M | Buy |
124,973
+285
| +0.2% | +$20.4K | 1.55% | 15 |
|
|
2024
Q3 | $10.5M | Sell |
124,688
-1,302
| -1% | -$110K | 1.82% | 12 |
|
|
2024
Q2 | $8.92M | Sell |
125,990
-10,235
| -8% | -$725K | 1.63% | 15 |
|
|
2024
Q1 | $8.71M | Buy |
136,225
+1,601
| +1% | +$102K | 1.64% | 18 |
|
|
2023
Q4 | $7.87M | Buy |
134,624
+690
| +0.5% | +$40.4K | 1.56% | 18 |
|
|
2023
Q3 | $7.02M | Sell |
133,934
-1,312
| -1% | -$68.7K | 1.5% | 19 |
|
|
2023
Q2 | $10.2M | Sell |
135,246
-1,127
| -0.8% | -$85K | 2.03% | 13 |
|
|
2023
Q1 | $10.3M | Sell |
136,373
-2,641
| -2% | -$200K | 2.16% | 10 |
|
|
2022
Q4 | $11.6M | Sell |
139,014
-1,784
| -1% | -$149K | 2.63% | 6 |
|
|
2022
Q3 | $10.1M | Sell |
140,798
-272
| -0.2% | -$19.5K | 2.43% | 9 |
|
|
2022
Q2 | $12.4M | Sell |
141,070
-4,920
| -3% | -$433K | 2.71% | 6 |
|
|
2022
Q1 | $10.4M | Buy |
145,990
+2,188
| +2% | +$155K | 2.3% | 11 |
|
|
2021
Q4 | $11.2M | Sell |
143,802
-948
| -0.7% | -$74.1K | 2.24% | 9 |
|
|
2021
Q3 | $12.4M | Sell |
144,750
-923
| -0.6% | -$78.9K | 2.43% | 8 |
|
|
2021
Q2 | $11.2M | Buy |
145,673
+3,685
| +3% | +$284K | 2.25% | 9 |
|
|
2021
Q1 | $11M | Buy |
141,988
+6,813
| +5% | +$526K | 2.29% | 9 |
|
|
2020
Q4 | $10.9M | Buy |
135,175
+4,815
| +4% | +$389K | 2.47% | 8 |
|
|
2020
Q3 | $9.88M | Buy |
130,360
+97,648
| +299% | +$7.4M | 2.4% | 7 |
|
|
2020
Q2 | $7.86M | Buy |
32,712
+500
| +2% | +$120K | 2.36% | 10 |
|
|
2020
Q1 | $7.75M | Buy |
32,212
+285
| +0.9% | +$68.6K | 2.7% | 6 |
|
|
2019
Q4 | $7.73M | Buy |
31,927
+2
| +0% | +$484 | 2.07% | 12 |
|
|
2019
Q3 | $7.44M | Sell |
31,925
-111
| -0.3% | -$25.9K | 2.11% | 9 |
|
|
2019
Q2 | $6.56M | Buy |
32,036
+305
| +1% | +$62.5K | 1.9% | 16 |
|
|
2019
Q1 | $6.13M | Buy |
31,731
+383
| +1% | +$74K | 1.79% | 19 |
|
|
2018
Q4 | $5.45M | Buy |
31,348
+1,000
| +3% | +$174K | 1.79% | 20 |
|
|
2018
Q3 | $5.09M | Buy |
30,348
+1,055
| +4% | +$177K | 1.44% | 24 |
|
|
2018
Q2 | $4.89M | Buy |
29,293
+777
| +3% | +$130K | 1.43% | 23 |
|
|
2018
Q1 | $4.66M | Sell |
28,516
-540
| -2% | -$88.2K | 1.36% | 25 |
|
|
2017
Q4 | $4.54M | Sell |
29,056
-810
| -3% | -$127K | 1.28% | 26 |
|
|
2017
Q3 | $4.38M | Sell |
29,866
-2,024
| -6% | -$297K | 1.31% | 26 |
|
|
2017
Q2 | $4.47M | Sell |
31,890
-625
| -2% | -$87.6K | 1.36% | 23 |
|
|
2017
Q1 | $4.17M | Sell |
32,515
-7,398
| -19% | -$950K | 1.48% | 27 |
|
|
2016
Q4 | $4.77M | Sell |
39,913
-104
| -0.3% | -$12.4K | 1.76% | 19 |
|
|
2016
Q3 | $4.9M | Buy |
40,017
+739
| +2% | +$90.4K | 1.82% | 15 |
|
|
2016
Q2 | $5.12M | Sell |
39,278
-817
| -2% | -$107K | 1.9% | 14 |
|
|
2016
Q1 | $4.75M | Sell |
40,095
-1,141
| -3% | -$135K | 1.86% | 14 |
|
|
2015
Q4 | $4.28M | Buy |
41,236
+722
| +2% | +$75K | 1.71% | 18 |
|
|
2015
Q3 | $3.95M | Buy |
40,514
+2,941
| +8% | +$287K | 1.72% | 19 |
|
|
2015
Q2 | $3.68M | Buy |
37,573
+1,340
| +4% | +$131K | 1.44% | 23 |
|
|
2015
Q1 | $3.77M | Sell |
36,233
-230
| -0.6% | -$23.9K | 1.47% | 22 |
|
|
2014
Q4 | $3.88M | Sell |
36,463
-1,047
| -3% | -$111K | 1.53% | 23 |
|
|
2014
Q3 | $3.52M | Sell |
37,510
-2,505
| -6% | -$235K | 1.44% | 23 |
|
|
2014
Q2 | $4.1M | Sell |
40,015
-1,339
| -3% | -$137K | 1.6% | 23 |
|
|
2014
Q1 | $3.95M | Sell |
41,354
-725
| -2% | -$69.3K | 1.56% | 23 |
|
|
2013
Q4 | $3.6M | Sell |
42,079
-260
| -0.6% | -$22.3K | 1.52% | 23 |
|
|
2013
Q3 | $3.39M | Sell |
42,339
-1,010
| -2% | -$81K | 1.55% | 24 |
|
|
2013
Q2 | $3.53M | Buy |
+43,349
| New | +$3.53M | 1.7% | 21 |
|