Savant Capital’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 | $10.4M | Sell |
150,036
-1,655
| -1% | -$115K | 0.06% | 177 |
|
|
2025
Q1 | $10.8M | Buy |
151,691
+23,795
| +19% | +$1.69M | 0.08% | 161 |
|
|
2024
Q4 | $9.17M | Sell |
127,896
-308
| -0.2% | -$22.1K | 0.07% | 166 |
|
|
2024
Q3 | $10.8M | Buy |
128,204
+11,225
| +10% | +$949K | 0.09% | 144 |
|
|
2024
Q2 | $8.28M | Buy |
116,979
+7,480
| +7% | +$530K | 0.08% | 156 |
|
|
2024
Q1 | $7M | Buy |
109,499
+41,186
| +60% | +$2.63M | 0.08% | 154 |
|
|
2023
Q4 | $4.15M | Sell |
68,313
-3,618
| -5% | -$220K | 0.05% | 191 |
|
|
2023
Q3 | $4.12M | Buy |
71,931
+898
| +1% | +$51.4K | 0.06% | 178 |
|
|
2023
Q2 | $5.27M | Buy |
71,033
+17,506
| +33% | +$1.3M | 0.08% | 157 |
|
|
2023
Q1 | $4.13M | Buy |
53,527
+10,969
| +26% | +$845K | 0.08% | 156 |
|
|
2022
Q4 | $3.26M | Buy |
42,558
+2,926
| +7% | +$224K | 0.08% | 124 |
|
|
2022
Q3 | $3.11M | Sell |
39,632
-8,065
| -17% | -$632K | 0.1% | 117 |
|
|
2022
Q2 | $3.7M | Buy |
47,697
+2,317
| +5% | +$179K | 0.11% | 98 |
|
|
2022
Q1 | $3.84M | Buy |
45,380
+5,244
| +13% | +$444K | 0.13% | 101 |
|
|
2021
Q4 | $3.75M | Sell |
40,136
-3,175
| -7% | -$296K | 0.12% | 98 |
|
|
2021
Q3 | $3.4M | Buy |
43,311
+11,990
| +38% | +$942K | 0.12% | 93 |
|
|
2021
Q2 | $2.3M | Buy |
31,321
+944
| +3% | +$69.2K | 0.09% | 117 |
|
|
2021
Q1 | $2.3M | Sell |
30,377
-770
| -2% | -$58.2K | 0.12% | 108 |
|
|
2020
Q4 | $2.4M | Sell |
31,147
-2,949
| -9% | -$228K | 0.14% | 103 |
|
|
2020
Q3 | $2.37M | Buy |
34,096
+232
| +0.7% | +$16.1K | 0.16% | 99 |
|
|
2020
Q2 | $2.03M | Sell |
33,864
-228
| -0.7% | -$13.7K | 0.15% | 106 |
|
|
2020
Q1 | $2.05M | Buy |
34,092
+1,248
| +4% | +$75.1K | 0.19% | 98 |
|
|
2019
Q4 | $1.99M | Buy |
32,844
+156
| +0.5% | +$9.44K | 0.24% | 91 |
|
|
2019
Q3 | $1.9M | Sell |
32,688
-272
| -0.8% | -$15.8K | 0.26% | 83 |
|
|
2019
Q2 | $1.69M | Buy |
32,960
+6,468
| +24% | +$331K | 0.24% | 88 |
|
|
2019
Q1 | $1.28M | Buy |
26,492
+620
| +2% | +$30K | 0.24% | 81 |
|
|
2018
Q4 | $1.12M | Buy |
25,872
+480
| +2% | +$20.9K | 0.24% | 83 |
|
|
2018
Q3 | $1.06M | Buy |
25,392
+2,024
| +9% | +$84.8K | 0.19% | 95 |
|
|
2018
Q2 | $976K | Hold |
23,368
| – | – | 0.21% | 85 |
|
|
2018
Q1 | $954K | Sell |
23,368
-596
| -2% | -$24.3K | 0.2% | 86 |
|
|
2017
Q4 | $936K | Sell |
23,964
-760
| -3% | -$29.7K | 0.2% | 89 |
|
|
2017
Q3 | $906K | Hold |
24,724
| – | – | 0.2% | 80 |
|
|
2017
Q2 | $866K | Buy |
24,724
+80
| +0.3% | +$2.8K | 0.2% | 79 |
|
|
2017
Q1 | $791K | Buy |
24,644
+116
| +0.5% | +$3.72K | 0.2% | 81 |
|
|
2016
Q4 | $733K | Hold |
24,528
| – | – | 0.2% | 82 |
|
|
2016
Q3 | $750K | Hold |
24,528
| – | – | 0.21% | 82 |
|
|
2016
Q2 | $800K | Buy |
24,528
+40
| +0.2% | +$1.31K | 0.23% | 74 |
|
|
2016
Q1 | $724K | Buy |
24,488
+1,560
| +7% | +$46.1K | 0.22% | 76 |
|
|
2015
Q4 | $595K | Buy |
22,928
+9,936
| +76% | +$258K | 0.19% | 88 |
|
|
2015
Q3 | $317K | Buy |
12,992
+836
| +7% | +$20.4K | 0.11% | 150 |
|
|
2015
Q2 | $298K | Buy |
+12,156
| New | +$298K | 0.1% | 161 |
|