SC
Saturna Capital’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
16,415
+90
| +0.6% | +$6.25K | 0.02% | 97 |
|
2025
Q1 | $1.16M | Hold |
16,325
| – | – | 0.02% | 94 |
|
2024
Q4 | $1.17M | Buy |
16,325
+7,150
| +78% | +$513K | 0.02% | 93 |
|
2024
Q3 | $776K | Buy |
9,175
+1,100
| +14% | +$93K | 0.01% | 108 |
|
2024
Q2 | $572K | Buy |
8,075
+850
| +12% | +$60.2K | 0.01% | 123 |
|
2024
Q1 | $462K | Hold |
7,225
| – | – | 0.01% | 132 |
|
2023
Q4 | $439K | Buy |
7,225
+2,080
| +40% | +$126K | 0.01% | 135 |
|
2023
Q3 | $295K | Buy |
5,145
+675
| +15% | +$38.7K | 0.01% | 149 |
|
2023
Q2 | $332K | Buy |
4,470
+470
| +12% | +$34.9K | 0.01% | 138 |
|
2023
Q1 | $308K | Hold |
4,000
| – | – | 0.01% | 142 |
|
2022
Q4 | $334K | Hold |
4,000
| – | – | 0.01% | 135 |
|
2022
Q3 | $314K | Hold |
4,000
| – | – | 0.01% | 138 |
|
2022
Q2 | $310K | Hold |
4,000
| – | – | 0.01% | 139 |
|
2022
Q1 | $339K | Hold |
4,000
| – | – | 0.01% | 139 |
|
2021
Q4 | $373K | Hold |
4,000
| – | – | 0.01% | 144 |
|
2021
Q3 | $314K | Hold |
4,000
| – | – | 0.01% | 151 |
|
2021
Q2 | $293K | Hold |
4,000
| – | – | 0.01% | 155 |
|
2021
Q1 | $302K | Hold |
4,000
| – | – | 0.01% | 146 |
|
2020
Q4 | $309K | Buy |
4,000
+2,953
| +282% | +$228K | 0.01% | 151 |
|
2020
Q3 | $291K | Buy |
1,047
+47
| +5% | +$13.1K | 0.01% | 145 |
|
2020
Q2 | $240K | Hold |
1,000
| – | – | 0.01% | 156 |
|
2020
Q1 | $241K | Hold |
1,000
| – | – | 0.01% | 157 |
|
2019
Q4 | $242K | Hold |
1,000
| – | – | 0.01% | 176 |
|
2019
Q3 | $233K | Hold |
1,000
| – | – | 0.01% | 173 |
|
2019
Q2 | $205K | Buy |
+1,000
| New | +$205K | 0.01% | 163 |
|
2016
Q1 | – | Sell |
-1,250
| Closed | -$130K | – | 259 |
|
2015
Q4 | $130K | Hold |
1,250
| – | – | ﹤0.01% | 200 |
|
2015
Q3 | $122K | Hold |
1,250
| – | – | ﹤0.01% | 213 |
|
2015
Q2 | $123K | Hold |
1,250
| – | – | ﹤0.01% | 229 |
|
2015
Q1 | $130K | Hold |
1,250
| – | – | ﹤0.01% | 226 |
|
2014
Q4 | $133K | Hold |
1,250
| – | – | ﹤0.01% | 224 |
|
2014
Q3 | $117K | Hold |
1,250
| – | – | ﹤0.01% | 280 |
|
2014
Q2 | $128K | Hold |
1,250
| – | – | ﹤0.01% | 269 |
|
2014
Q1 | $120K | Hold |
1,250
| – | – | ﹤0.01% | 237 |
|
2013
Q4 | $107K | Hold |
1,250
| – | – | ﹤0.01% | 246 |
|
2013
Q3 | $100K | Hold |
1,250
| – | – | ﹤0.01% | 255 |
|
2013
Q2 | $102K | Buy |
+1,250
| New | +$102K | ﹤0.01% | 253 |
|