PA
Pinnacle Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
270,195
-3,701
| -1% | -$257K | 0.27% | 90 |
|
|
2025
Q1 | $19.4M | Sell |
273,896
-3,940
| -1% | -$279K | 0.28% | 82 |
|
|
2024
Q4 | $19.9M | Buy |
277,836
+36,917
| +15% | +$2.65M | 0.27% | 85 |
|
|
2024
Q3 | $14.6M | Sell |
240,919
-21,228
| -8% | -$1.29M | 0.25% | 112 |
|
|
2024
Q2 | $18.6M | Buy |
262,147
+27,579
| +12% | +$1.95M | 0.29% | 92 |
|
|
2024
Q1 | $15M | Sell |
234,568
-6,351
| -3% | -$406K | 0.24% | 109 |
|
|
2023
Q4 | $14.6M | Buy |
240,919
+24,591
| +11% | +$1.49M | 0.25% | 113 |
|
|
2023
Q3 | $12.4M | Buy |
216,328
+3,207
| +2% | +$184K | 0.23% | 117 |
|
|
2023
Q2 | $15.8M | Sell |
213,121
-3,611
| -2% | -$268K | 0.27% | 104 |
|
|
2023
Q1 | $16.7M | Sell |
216,732
-2,835
| -1% | -$219K | 0.34% | 86 |
|
|
2022
Q4 | $18.4M | Buy |
219,567
+1,905
| +0.9% | +$159K | 0.4% | 70 |
|
|
2022
Q3 | $17.1M | Sell |
217,662
-2,294
| -1% | -$180K | 0.39% | 71 |
|
|
2022
Q2 | $17M | Sell |
219,956
-2,769
| -1% | -$214K | 0.37% | 77 |
|
|
2022
Q1 | $18.9M | Sell |
222,725
-150
| -0.1% | -$12.7K | 0.33% | 89 |
|
|
2021
Q4 | $20.8M | Buy |
222,875
+160
| +0.1% | +$14.9K | 0.36% | 79 |
|
|
2021
Q3 | $17.5M | Sell |
222,715
-4,066
| -2% | -$319K | 0.32% | 93 |
|
|
2021
Q2 | $16.6M | Sell |
226,781
-2,055
| -0.9% | -$151K | 0.3% | 100 |
|
|
2021
Q1 | $17.3M | Buy |
228,836
+15,257
| +7% | +$1.15M | 0.33% | 84 |
|
|
2020
Q4 | $16.5M | Buy |
213,579
+157,986
| +284% | +$12.2M | 0.33% | 83 |
|
|
2020
Q3 | $15.4M | Sell |
55,593
-149
| -0.3% | -$41.4K | 0.37% | 77 |
|
|
2020
Q2 | $13.4M | Buy |
55,742
+155
| +0.3% | +$37.2K | 0.33% | 87 |
|
|
2020
Q1 | $13.4M | Sell |
55,587
-1,595
| -3% | -$384K | 0.41% | 73 |
|
|
2019
Q4 | $13.8M | Sell |
57,182
-1,649
| -3% | -$399K | 0.3% | 92 |
|
|
2019
Q3 | $13.7M | Sell |
58,831
-1,020
| -2% | -$238K | 0.32% | 83 |
|
|
2019
Q2 | $12.3M | Buy |
59,851
+340
| +0.6% | +$69.7K | 0.29% | 94 |
|
|
2019
Q1 | $11.5M | Sell |
59,511
-533
| -0.9% | -$103K | 0.26% | 107 |
|
|
2018
Q4 | $10.4M | Sell |
60,044
-939
| -2% | -$163K | 0.27% | 105 |
|
|
2018
Q3 | $10.2M | Sell |
60,983
-680
| -1% | -$114K | 0.21% | 129 |
|
|
2018
Q2 | $10.3M | Sell |
61,663
-1,966
| -3% | -$328K | 0.21% | 126 |
|
|
2018
Q1 | $10.4M | Sell |
63,629
-4,309
| -6% | -$704K | 0.2% | 133 |
|
|
2017
Q4 | $10.6M | Sell |
67,938
-1,867
| -3% | -$292K | 0.2% | 123 |
|
|
2017
Q3 | $10.2M | Sell |
69,805
-17
| -0% | -$2.49K | 0.19% | 126 |
|
|
2017
Q2 | $9.78M | Sell |
69,822
-895
| -1% | -$125K | 0.19% | 132 |
|
|
2017
Q1 | $9.08M | Sell |
70,717
-3,336
| -5% | -$428K | 0.17% | 143 |
|
|
2016
Q4 | $8.85M | Sell |
74,053
-4,686
| -6% | -$560K | 0.18% | 139 |
|
|
2016
Q3 | $9.63M | Sell |
78,739
-2,814
| -3% | -$344K | 0.19% | 131 |
|
|
2016
Q2 | $10.6M | Sell |
81,553
-2,601
| -3% | -$339K | 0.23% | 118 |
|
|
2016
Q1 | $9.96M | Sell |
84,154
-1,823
| -2% | -$216K | 0.21% | 123 |
|
|
2015
Q4 | $8.93M | Sell |
85,977
-476
| -0.6% | -$49.5K | 0.19% | 127 |
|
|
2015
Q3 | $8.43M | Sell |
86,453
-5,112
| -6% | -$499K | 0.19% | 128 |
|
|
2015
Q2 | $8.98M | Sell |
91,565
-4,092
| -4% | -$401K | 0.17% | 132 |
|
|
2015
Q1 | $9.95M | Sell |
95,657
-2,561
| -3% | -$266K | 0.19% | 129 |
|
|
2014
Q4 | $10.4M | Sell |
98,218
-7,192
| -7% | -$764K | 0.2% | 118 |
|
|
2014
Q3 | $9.9M | Sell |
105,410
-1,607
| -2% | -$151K | 0.2% | 123 |
|
|
2014
Q2 | $11M | Sell |
107,017
-3,070
| -3% | -$315K | 0.21% | 111 |
|
|
2014
Q1 | $10.5M | Sell |
110,087
-1,373
| -1% | -$131K | 0.21% | 111 |
|
|
2013
Q4 | $9.54M | Sell |
111,460
-3,908
| -3% | -$335K | 0.19% | 120 |
|
|
2013
Q3 | $9.25M | Sell |
115,368
-8,666
| -7% | -$695K | 0.19% | 122 |
|
|
2013
Q2 | $10.1M | Buy |
+124,034
| New | +$10.1M | 0.23% | 111 |
|