Salem Investment Counselors’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 | $4.69M | Sell |
67,624
-171
| -0.3% | -$11.9K | 0.15% | 92 |
|
|
2025
Q1 | $4.81M | Sell |
67,795
-43
| -0.1% | -$3.05K | 0.17% | 87 |
|
|
2024
Q4 | $4.86M | Buy |
67,838
+1,263
| +2% | +$90.5K | 0.16% | 88 |
|
|
2024
Q3 | $5.63M | Buy |
66,575
+817
| +1% | +$69.1K | 0.17% | 83 |
|
|
2024
Q2 | $4.66M | Sell |
65,758
-655
| -1% | -$46.4K | 0.15% | 90 |
|
|
2024
Q1 | $4.24M | Buy |
66,413
+701
| +1% | +$44.8K | 0.14% | 99 |
|
|
2023
Q4 | $3.99M | Sell |
65,712
-2,965
| -4% | -$180K | 0.14% | 97 |
|
|
2023
Q3 | $3.93M | Sell |
68,677
-369
| -0.5% | -$21.1K | 0.15% | 94 |
|
|
2023
Q2 | $5.12M | Sell |
69,046
-1
| -0% | -$74 | 0.19% | 77 |
|
|
2023
Q1 | $5.32M | Buy |
69,047
+12,545
| +22% | +$967K | 0.21% | 80 |
|
|
2022
Q4 | $4.72M | Buy |
56,502
+835
| +1% | +$69.8K | 0.2% | 81 |
|
|
2022
Q3 | $4.37M | Sell |
55,667
-1,276
| -2% | -$100K | 0.2% | 81 |
|
|
2022
Q2 | $4.41M | Buy |
56,943
+1,171
| +2% | +$90.7K | 0.2% | 81 |
|
|
2022
Q1 | $4.72M | Sell |
55,772
-369
| -0.7% | -$31.3K | 0.19% | 81 |
|
|
2021
Q4 | $5.24M | Buy |
56,141
+2,964
| +6% | +$277K | 0.18% | 81 |
|
|
2021
Q3 | $4.18M | Buy |
53,177
+570
| +1% | +$44.8K | 0.23% | 86 |
|
|
2021
Q2 | $3.86M | Buy |
52,607
+2,345
| +5% | +$172K | 0.21% | 91 |
|
|
2021
Q1 | $3.8M | Buy |
50,262
+1,094
| +2% | +$82.7K | 0.23% | 89 |
|
|
2020
Q4 | $3.79M | Buy |
49,168
+960
| +2% | +$74.1K | 0.25% | 83 |
|
|
2020
Q3 | $3.35M | Sell |
48,208
-1,272
| -3% | -$88.3K | 0.26% | 82 |
|
|
2020
Q2 | $2.97M | Sell |
49,480
-808
| -2% | -$48.5K | 0.25% | 81 |
|
|
2020
Q1 | $3.03M | Buy |
50,288
+1,600
| +3% | +$96.2K | 0.31% | 69 |
|
|
2019
Q4 | $2.95M | Buy |
48,688
+2,444
| +5% | +$148K | 0.24% | 89 |
|
|
2019
Q3 | $2.69M | Buy |
46,244
+380
| +0.8% | +$22.1K | 0.25% | 87 |
|
|
2019
Q2 | $2.35M | Buy |
45,864
+10,192
| +29% | +$522K | 0.22% | 101 |
|
|
2019
Q1 | $1.5M | Hold |
35,672
| – | – | 0.15% | 105 |
|
|
2018
Q4 | $1.55M | Hold |
35,672
| – | – | 0.2% | 87 |
|
|
2018
Q3 | $1.5M | Sell |
35,672
-172
| -0.5% | -$7.21K | 0.15% | 105 |
|
|
2018
Q2 | $1.5M | Sell |
35,844
-300
| -0.8% | -$12.5K | 0.14% | 105 |
|
|
2018
Q1 | $1.48M | Buy |
36,144
+160
| +0.4% | +$6.55K | 0.17% | 100 |
|
|
2017
Q4 | $1.41M | Buy |
35,984
+500
| +1% | +$19.5K | 0.15% | 105 |
|
|
2017
Q3 | $1.31M | Sell |
35,484
-776
| -2% | -$28.5K | 0.15% | 107 |
|
|
2017
Q2 | $1.27M | Buy |
36,260
+256
| +0.7% | +$8.97K | 0.15% | 109 |
|
|
2017
Q1 | $1.15M | Buy |
36,004
+4,048
| +13% | +$130K | 0.12% | 131 |
|
|
2016
Q4 | $954K | Sell |
31,956
-11,860
| -27% | -$354K | 0.11% | 133 |
|
|
2016
Q3 | $13.4K | Sell |
43,816
-1,380
| -3% | -$422 | 0.17% | 107 |
|
|
2016
Q2 | $1.47M | Sell |
45,196
-920
| -2% | -$30K | 0.18% | 110 |
|
|
2016
Q1 | $1.36M | Buy |
46,116
+660
| +1% | +$19.5K | 0.17% | 112 |
|
|
2015
Q4 | $1.18M | Sell |
45,456
-800
| -2% | -$20.8K | 0.15% | 118 |
|
|
2015
Q3 | $1.12M | Buy |
46,256
+9,656
| +26% | +$233K | 0.15% | 122 |
|
|
2015
Q2 | $897K | Sell |
36,600
-9,856
| -21% | -$242K | 0.11% | 145 |
|
|
2015
Q1 | $1.21M | Sell |
46,456
-160
| -0.3% | -$4.16K | 0.14% | 127 |
|
|
2014
Q4 | $1.24M | Buy |
46,616
+2,160
| +5% | +$57.4K | 0.15% | 125 |
|
|
2014
Q3 | $1.04M | Sell |
44,456
-1,200
| -3% | -$28.2K | 0.13% | 137 |
|
|
2014
Q2 | $1.17M | Sell |
45,656
-2,720
| -6% | -$69.7K | 0.14% | 135 |
|
|
2014
Q1 | $1.16M | Buy |
48,376
+1,200
| +3% | +$28.7K | 0.14% | 137 |
|
|
2013
Q4 | $1.01M | Buy |
47,176
+2,000
| +4% | +$42.8K | 0.13% | 140 |
|
|
2013
Q3 | $905K | Sell |
45,176
-40
| -0.1% | -$801 | 0.13% | 144 |
|
|
2013
Q2 | $921K | Buy |
+45,216
| New | +$921K | 0.13% | 136 |
|