SCM
Schnieders Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
49,906
+921
| +2% | +$63.9K | 0.61% | 40 |
|
|
2025
Q1 | $3.47M | Sell |
48,985
-3,625
| -7% | -$257K | 0.74% | 35 |
|
|
2024
Q4 | $3.77M | Sell |
52,610
-245
| -0.5% | -$17.6K | 0.75% | 32 |
|
|
2024
Q3 | $4.47M | Sell |
52,855
-4,521
| -8% | -$382K | 0.85% | 31 |
|
|
2024
Q2 | $4.06M | Sell |
57,376
-701
| -1% | -$49.6K | 0.82% | 31 |
|
|
2024
Q1 | $3.71M | Buy |
58,077
+3,557
| +7% | +$227K | 0.77% | 33 |
|
|
2023
Q4 | $3.31M | Sell |
54,520
-3,213
| -6% | -$195K | 0.73% | 36 |
|
|
2023
Q3 | $3.31M | Buy |
57,733
+5,987
| +12% | +$343K | 0.74% | 33 |
|
|
2023
Q2 | $3.84M | Sell |
51,746
-1,062
| -2% | -$78.8K | 0.8% | 33 |
|
|
2023
Q1 | $4.07M | Buy |
52,808
+2,500
| +5% | +$193K | 0.91% | 31 |
|
|
2022
Q4 | $4.21M | Sell |
50,308
-435
| -0.9% | -$36.4K | 0.96% | 30 |
|
|
2022
Q3 | $3.98M | Buy |
50,743
+4,453
| +10% | +$349K | 1.05% | 27 |
|
|
2022
Q2 | $3.59M | Sell |
46,290
-1,697
| -4% | -$131K | 1.07% | 25 |
|
|
2022
Q1 | $4.07M | Buy |
47,987
+257
| +0.5% | +$21.8K | 0.97% | 26 |
|
|
2021
Q4 | $4.46M | Buy |
47,730
+275
| +0.6% | +$25.7K | 1.04% | 25 |
|
|
2021
Q3 | $3.73M | Buy |
47,455
+1,996
| +4% | +$157K | 1% | 27 |
|
|
2021
Q2 | $3.33M | Hold |
45,459
| – | – | 0.91% | 30 |
|
|
2021
Q1 | $3.44M | Buy |
45,459
+131
| +0.3% | +$9.9K | 1.03% | 27 |
|
|
2020
Q4 | $3.5M | Buy |
45,328
+34,871
| +333% | +$2.69M | 1.15% | 27 |
|
|
2020
Q3 | $2.9M | Sell |
10,457
-100
| -0.9% | -$27.8K | 1.09% | 27 |
|
|
2020
Q2 | $2.54M | Buy |
10,557
+54
| +0.5% | +$13K | 1.01% | 28 |
|
|
2020
Q1 | $2.53M | Buy |
10,503
+285
| +3% | +$68.6K | 1.22% | 29 |
|
|
2019
Q4 | $2.47M | Sell |
10,218
-106
| -1% | -$25.7K | 0.9% | 35 |
|
|
2019
Q3 | $2.41M | Buy |
10,324
+8
| +0.1% | +$1.86K | 0.97% | 35 |
|
|
2019
Q2 | $2.11M | Buy |
10,316
+37
| +0.4% | +$7.58K | 0.83% | 43 |
|
|
2019
Q1 | $1.99M | Buy |
10,279
+200
| +2% | +$38.7K | 0.85% | 43 |
|
|
2018
Q4 | $1.75M | Buy |
10,079
+10
| +0.1% | +$1.74K | 0.86% | 41 |
|
|
2018
Q3 | $1.69M | Buy |
10,069
+19
| +0.2% | +$3.19K | 0.69% | 48 |
|
|
2018
Q2 | $1.68M | Sell |
10,050
-400
| -4% | -$66.8K | 0.71% | 49 |
|
|
2018
Q1 | $1.71M | Sell |
10,450
-179
| -2% | -$29.2K | 0.74% | 49 |
|
|
2017
Q4 | $1.66M | Sell |
10,629
-410
| -4% | -$64K | 0.69% | 50 |
|
|
2017
Q3 | $1.62M | Sell |
11,039
-100
| -0.9% | -$14.7K | 0.71% | 52 |
|
|
2017
Q2 | $1.56M | Buy |
11,139
+150
| +1% | +$21K | 0.73% | 50 |
|
|
2017
Q1 | $1.42M | Sell |
10,989
-325
| -3% | -$41.9K | 0.68% | 50 |
|
|
2016
Q4 | $1.35M | Buy |
11,314
+1,000
| +10% | +$119K | 0.7% | 49 |
|
|
2016
Q3 | $1.26M | Hold |
10,314
| – | – | 0.71% | 50 |
|
|
2016
Q2 | $1.35M | Sell |
10,314
-25
| -0.2% | -$3.26K | 0.75% | 48 |
|
|
2016
Q1 | $1.22M | Sell |
10,339
-215
| -2% | -$25.5K | 0.72% | 46 |
|
|
2015
Q4 | $1.1M | Buy |
10,554
+458
| +5% | +$47.6K | 0.67% | 51 |
|
|
2015
Q3 | $985K | Buy |
10,096
+285
| +3% | +$27.8K | 0.68% | 48 |
|
|
2015
Q2 | $962K | Buy |
9,811
+400
| +4% | +$39.2K | 0.57% | 56 |
|
|
2015
Q1 | $979K | Buy |
9,411
+2,000
| +27% | +$208K | 0.59% | 52 |
|
|
2014
Q4 | $788K | Sell |
7,411
-225
| -3% | -$23.9K | 0.52% | 61 |
|
|
2014
Q3 | $717K | Buy |
7,636
+155
| +2% | +$14.6K | 0.53% | 58 |
|
|
2014
Q2 | $767K | Buy |
7,481
+725
| +11% | +$74.3K | 0.54% | 55 |
|
|
2014
Q1 | $646K | Buy |
6,756
+100
| +2% | +$9.56K | 0.6% | 54 |
|
|
2013
Q4 | $570K | Buy |
+6,656
| New | +$570K | 0.56% | 60 |
|