PAM
Palisade Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
30,909
+1,708
| +6% | +$119K | 0.21% | 86 |
|
|
2025
Q1 | $2.07M | Buy |
29,201
+2,535
| +10% | +$180K | 0.21% | 84 |
|
|
2024
Q4 | $1.91M | Buy |
26,666
+4,524
| +20% | +$324K | 0.19% | 92 |
|
|
2024
Q3 | $1.87M | Buy |
22,142
+177
| +0.8% | +$15K | 0.18% | 92 |
|
|
2024
Q2 | $1.56M | Buy |
21,965
+625
| +3% | +$44.3K | 0.16% | 100 |
|
|
2024
Q1 | $1.36M | Buy |
21,340
+1,190
| +6% | +$76.1K | 0.13% | 107 |
|
|
2023
Q4 | $1.22M | Buy |
20,150
+1,900
| +10% | +$115K | 0.13% | 107 |
|
|
2023
Q3 | $1.05M | Buy |
18,250
+3,464
| +23% | +$198K | 0.13% | 113 |
|
|
2023
Q2 | $1.1M | Buy |
14,786
+275
| +2% | +$20.4K | 0.13% | 114 |
|
|
2023
Q1 | $1.12M | Sell |
14,511
-115
| -0.8% | -$8.86K | 0.14% | 111 |
|
|
2022
Q4 | $1.22M | Buy |
14,626
+891
| +6% | +$74.5K | 0.14% | 111 |
|
|
2022
Q3 | $1.08M | Buy |
13,735
+435
| +3% | +$34.1K | 0.15% | 106 |
|
|
2022
Q2 | $1.03M | Buy |
13,300
+2,190
| +20% | +$170K | 0.13% | 109 |
|
|
2022
Q1 | $941K | Buy |
11,110
+874
| +9% | +$74K | 0.11% | 115 |
|
|
2021
Q4 | $956K | Buy |
10,236
+42
| +0.4% | +$3.92K | 0.11% | 114 |
|
|
2021
Q3 | $800K | Buy |
10,194
+865
| +9% | +$67.9K | 0.1% | 116 |
|
|
2021
Q2 | $684K | Buy |
9,329
+225
| +2% | +$16.5K | 0.08% | 123 |
|
|
2021
Q1 | $688K | Sell |
9,104
-80
| -0.9% | -$6.05K | 0.09% | 122 |
|
|
2020
Q4 | $709K | Buy |
9,184
+7,026
| +326% | +$542K | 0.1% | 117 |
|
|
2020
Q3 | $599K | Buy |
2,158
+21
| +1% | +$5.83K | 0.09% | 119 |
|
|
2020
Q2 | $513K | Hold |
2,137
| – | – | 0.08% | 125 |
|
|
2020
Q1 | $514K | Hold |
2,137
| – | – | 0.09% | 120 |
|
|
2019
Q4 | $517K | Buy |
2,137
+300
| +16% | +$72.6K | 0.08% | 131 |
|
|
2019
Q3 | $428K | Hold |
1,837
| – | – | 0.07% | 133 |
|
|
2019
Q2 | $376K | Hold |
1,837
| – | – | 0.06% | 144 |
|
|
2019
Q1 | $355K | Hold |
1,837
| – | – | 0.06% | 153 |
|
|
2018
Q4 | $319K | Hold |
1,837
| – | – | 0.05% | 138 |
|
|
2018
Q3 | $308K | Hold |
1,837
| – | – | 0.04% | 148 |
|
|
2018
Q2 | $307K | Hold |
1,837
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $300K | Hold |
1,837
| – | – | 0.05% | 149 |
|
|
2017
Q4 | $287K | Hold |
1,837
| – | – | 0.05% | 150 |
|
|
2017
Q3 | $269K | Hold |
1,837
| – | – | 0.05% | 126 |
|
|
2017
Q2 | $257K | Hold |
1,837
| – | – | 0.05% | 126 |
|
|
2017
Q1 | $236K | Hold |
1,837
| – | – | 0.04% | 128 |
|
|
2016
Q4 | $219K | Hold |
1,837
| – | – | 0.04% | 130 |
|
|
2016
Q3 | $225K | Hold |
1,837
| – | – | 0.04% | 130 |
|
|
2016
Q2 | $240K | Hold |
1,837
| – | – | 0.05% | 127 |
|
|
2016
Q1 | $217K | Buy |
+1,837
| New | +$217K | 0.04% | 129 |
|
|
2015
Q4 | – | Sell |
-2,411
| Closed | -$235K | – | 131 |
|
|
2015
Q3 | $235K | Sell |
2,411
-1,038
| -30% | -$101K | 0.05% | 125 |
|
|
2015
Q2 | $338K | Hold |
3,449
| – | – | 0.07% | 120 |
|
|
2015
Q1 | $359K | Hold |
3,449
| – | – | 0.07% | 116 |
|
|
2014
Q4 | $367K | Hold |
3,449
| – | – | 0.07% | 111 |
|
|
2014
Q3 | $324K | Hold |
3,449
| – | – | 0.07% | 114 |
|
|
2014
Q2 | $353K | Hold |
3,449
| – | – | 0.07% | 112 |
|
|
2014
Q1 | $330K | Hold |
3,449
| – | – | 0.07% | 113 |
|
|
2013
Q4 | $295K | Buy |
3,449
+349
| +11% | +$29.9K | 0.07% | 113 |
|
|
2013
Q3 | $248K | Sell |
3,100
-334
| -10% | -$26.7K | 0.06% | 117 |
|
|
2013
Q2 | $280K | Buy |
+3,434
| New | +$280K | 0.07% | 114 |
|