PAI
Pittenger & Anderson Inc’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
22,137
+2,878
| +15% | +$200K | 0.06% | 143 |
|
|
2025
Q1 | $1.37M | Sell |
19,259
-83,093
| -81% | -$5.89M | 0.05% | 145 |
|
|
2024
Q4 | $7.34M | Buy |
102,352
+86,750
| +556% | +$6.22M | 0.27% | 82 |
|
|
2024
Q3 | $1.32M | Buy |
15,602
+1,625
| +12% | +$137K | 0.05% | 147 |
|
|
2024
Q2 | $990K | Hold |
13,977
| – | – | 0.04% | 160 |
|
|
2024
Q1 | $893K | Sell |
13,977
-800
| -5% | -$51.1K | 0.04% | 160 |
|
|
2023
Q4 | $898K | Sell |
14,777
-167,954
| -92% | -$10.2M | 0.04% | 150 |
|
|
2023
Q3 | $10.5M | Sell |
182,731
-28,274
| -13% | -$1.62M | 0.53% | 61 |
|
|
2023
Q2 | $15.7M | Buy |
211,005
+3,522
| +2% | +$261K | 0.75% | 36 |
|
|
2023
Q1 | $16M | Buy |
207,483
+15,271
| +8% | +$1.18M | 0.83% | 30 |
|
|
2022
Q4 | $16.1M | Buy |
192,212
+21,566
| +13% | +$1.8M | 0.88% | 26 |
|
|
2022
Q3 | $13.4M | Buy |
170,646
+18,741
| +12% | +$1.47M | 0.8% | 31 |
|
|
2022
Q2 | $11.8M | Buy |
151,905
+33,947
| +29% | +$2.63M | 0.69% | 46 |
|
|
2022
Q1 | $9.99M | Buy |
117,958
+1,270
| +1% | +$108K | 0.49% | 66 |
|
|
2021
Q4 | $10.9M | Buy |
116,688
+2,450
| +2% | +$229K | 0.5% | 61 |
|
|
2021
Q3 | $8.97M | Buy |
114,238
+50
| +0% | +$3.93K | 0.45% | 66 |
|
|
2021
Q2 | $8.37M | Sell |
114,188
-2,025
| -2% | -$148K | 0.43% | 70 |
|
|
2021
Q1 | $8.79M | Buy |
116,213
+125
| +0.1% | +$9.45K | 0.47% | 64 |
|
|
2020
Q4 | $8.96M | Buy |
116,088
+87,066
| +300% | – | 0.51% | 58 |
|
|
2020
Q3 | $8.06M | Buy |
29,022
+12
| +0% | +$3.33K | 0.51% | 58 |
|
|
2020
Q2 | $6.97M | Hold |
29,010
| – | – | 0.49% | 64 |
|
|
2020
Q1 | $6.98M | Buy |
29,010
+5
| +0% | +$1.2K | 0.59% | 45 |
|
|
2019
Q4 | $7.02M | Sell |
29,005
-45
| -0.2% | -$10.9K | 0.47% | 59 |
|
|
2019
Q3 | $6.77M | Buy |
29,050
+60
| +0.2% | +$14K | 0.49% | 59 |
|
|
2019
Q2 | $5.94M | Buy |
28,990
+25
| +0.1% | +$5.12K | 0.44% | 66 |
|
|
2019
Q1 | $5.6M | Hold |
28,965
| – | – | 0.44% | 65 |
|
|
2018
Q4 | $5.04M | Sell |
28,965
-210
| -0.7% | -$36.5K | 0.46% | 59 |
|
|
2018
Q3 | $4.89M | Buy |
29,175
+1,500
| +5% | +$251K | 0.39% | 79 |
|
|
2018
Q2 | $4.62M | Sell |
27,675
-25
| -0.1% | -$4.18K | 0.4% | 72 |
|
|
2018
Q1 | $4.52M | Sell |
27,700
-272
| -1% | -$44.4K | 0.4% | 73 |
|
|
2017
Q4 | $4.37M | Buy |
27,972
+272
| +1% | +$42.5K | 0.38% | 75 |
|
|
2017
Q3 | $4.06M | Sell |
27,700
-25
| -0.1% | -$3.66K | 0.37% | 76 |
|
|
2017
Q2 | $3.89M | Buy |
27,725
+295
| +1% | +$41.3K | 0.37% | 74 |
|
|
2017
Q1 | $3.52M | Sell |
27,430
-110
| -0.4% | -$14.1K | 0.35% | 79 |
|
|
2016
Q4 | $3.29M | Sell |
27,540
-975
| -3% | -$116K | 0.35% | 80 |
|
|
2016
Q3 | $3.49M | Sell |
28,515
-335
| -1% | -$41K | 0.39% | 70 |
|
|
2016
Q2 | $3.76M | Sell |
28,850
-210
| -0.7% | -$27.4K | 0.41% | 62 |
|
|
2016
Q1 | $3.44M | Sell |
29,060
-25
| -0.1% | -$2.96K | 0.4% | 66 |
|
|
2015
Q4 | $3.02M | Buy |
29,085
+50
| +0.2% | +$5.2K | 0.38% | 71 |
|
|
2015
Q3 | $2.83M | Hold |
29,035
| – | – | 0.37% | 70 |
|
|
2015
Q2 | $2.85M | Sell |
29,035
-350
| -1% | -$34.3K | 0.37% | 78 |
|
|
2015
Q1 | $3.06M | Sell |
29,385
-250
| -0.8% | -$26K | 0.39% | 66 |
|
|
2014
Q4 | $3.15M | Hold |
29,635
| – | – | 0.42% | 60 |
|
|
2014
Q3 | $2.78M | Sell |
29,635
-250
| -0.8% | -$23.5K | 0.41% | 60 |
|
|
2014
Q2 | $3.06M | Buy |
29,885
+365
| +1% | +$37.4K | 0.45% | 52 |
|
|
2014
Q1 | $2.82M | Buy |
29,520
+90
| +0.3% | +$8.61K | 0.39% | 59 |
|
|
2013
Q4 | $2.52M | Buy |
29,430
+795
| +3% | +$68.1K | 0.35% | 72 |
|
|
2013
Q3 | $2.3M | Sell |
28,635
-650
| -2% | -$52.1K | 0.37% | 73 |
|
|
2013
Q2 | $2.39M | Buy |
+29,285
| New | +$2.39M | 0.41% | 64 |
|