Pettyjohn Wood & White’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 | $279K | Sell |
4,024
-284
| -7% | -$19.7K | 0.05% | 164 |
|
|
2025
Q1 | $305K | Hold |
4,308
| – | – | 0.06% | 153 |
|
|
2024
Q4 | $309K | Buy |
4,308
+51
| +1% | +$3.66K | 0.06% | 163 |
|
|
2024
Q3 | $360K | Hold |
4,257
| – | – | 0.07% | 150 |
|
|
2024
Q2 | $301K | Sell |
4,257
-1,051
| -20% | -$74.4K | 0.06% | 162 |
|
|
2024
Q1 | $339K | Sell |
5,308
-432
| -8% | -$27.6K | 0.07% | 152 |
|
|
2023
Q4 | $349K | Sell |
5,740
-41
| -0.7% | -$2.49K | 0.08% | 146 |
|
|
2023
Q3 | $331K | Buy |
5,781
+1,072
| +23% | +$61.4K | 0.08% | 143 |
|
|
2023
Q2 | $349K | Hold |
4,709
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $363K | Buy |
4,709
+229
| +5% | +$17.7K | 0.09% | 129 |
|
|
2022
Q4 | $375K | Hold |
4,480
| – | – | 0.09% | 125 |
|
|
2022
Q3 | $351K | Sell |
4,480
-60
| -1% | -$4.7K | 0.09% | 120 |
|
|
2022
Q2 | $352K | Buy |
4,540
+132
| +3% | +$10.2K | 0.08% | 127 |
|
|
2022
Q1 | $373K | Hold |
4,408
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $412K | Sell |
4,408
-432
| -9% | -$40.4K | 0.08% | 126 |
|
|
2021
Q3 | $380K | Sell |
4,840
-928
| -16% | -$72.9K | 0.08% | 127 |
|
|
2021
Q2 | $423K | Hold |
5,768
| – | – | 0.09% | 120 |
|
|
2021
Q1 | $436K | Sell |
5,768
-200
| -3% | -$15.1K | 0.1% | 114 |
|
|
2020
Q4 | $460K | Hold |
5,968
| – | – | 0.12% | 101 |
|
|
2020
Q3 | $414K | Buy |
5,968
+1,168
| +24% | +$81K | 0.12% | 103 |
|
|
2020
Q2 | $288K | Sell |
4,800
-408
| -8% | -$24.5K | 0.09% | 116 |
|
|
2020
Q1 | $313K | Buy |
5,208
+336
| +7% | +$20.2K | 0.12% | 105 |
|
|
2019
Q4 | $295K | Sell |
4,872
-284
| -6% | -$17.2K | 0.08% | 125 |
|
|
2019
Q3 | $300K | Buy |
5,156
+112
| +2% | +$6.52K | 0.09% | 124 |
|
|
2019
Q2 | $258K | Buy |
+5,044
| New | +$258K | 0.08% | 130 |
|
|
2013
Q3 | – | Sell |
-22,200
| Closed | -$452K | – | 102 |
|
|
2013
Q2 | $452K | Buy |
+22,200
| New | +$452K | 0.28% | 83 |
|