Scholtz & Company’s NextEra Energy, Inc. NEE Stock Holding History

Scholtz & Company’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Buy	4,459 +12	+0.3%	+$833	0.14%	47
2025 Q1	$315K	Buy	+4,447	New	+$315K	0.16%	47
2024 Q4	–	Sell	-2,800	Closed	-$237K	–	57
2024 Q3	$237K	Buy	+2,800	New	+$237K	0.11%	48
2024 Q1	–	Sell	-3,625	Closed	-$220K	–	61
2023 Q4	$220K	Buy	+3,625	New	+$220K	0.11%	64
2023 Q3	–	Sell	-3,510	Closed	-$260K	–	47
2023 Q2	$260K	Sell	3,510 -30	-0.8%	-$2.22K	0.16%	34
2023 Q1	$273K	Buy	+3,540	New	+$273K	0.19%	31
2022 Q2	–	Sell	-12,338	Closed	-$1.05M	–	53
2022 Q1	$1.05M	Sell	12,338 -6,188	-33%	-$524K	0.41%	40
2021 Q4	$1.73M	Sell	18,526 -965	-5%	-$90.1K	0.56%	40
2021 Q3	$1.53M	Buy	19,491 +107	+0.6%	+$8.4K	0.54%	40
2021 Q2	$1.42M	Buy	19,384 +575	+3%	+$42.1K	0.49%	44
2021 Q1	$1.42M	Buy	18,809 +313	+2%	+$23.7K	0.54%	41
2020 Q4	$1.43M	Buy	18,496 +876	+5%	+$67.6K	0.56%	44
2020 Q3	$1.22M	Buy	17,620 +400	+2%	+$27.8K	0.53%	42
2020 Q2	$1.03M	Sell	17,220 -49,704	-74%	-$2.98M	0.52%	40
2020 Q1	$4.03M	Sell	66,924 -51,256	-43%	-$3.08M	3.08%	9
2019 Q4	$7.16M	Sell	118,180 -7,192	-6%	-$435K	4.15%	5
2019 Q3	$7.3M	Buy	125,372 +8,124	+7%	+$473K	4.88%	5
2019 Q2	$6.01M	Buy	117,248 +6,892	+6%	+$353K	3.89%	8
2019 Q1	$5.33M	Buy	110,356 +58,860	+114%	+$2.84M	3.56%	9
2018 Q4	$2.24M	Buy	51,496 +37,736	+274%	+$1.64M	1.94%	22
2018 Q3	$577K	Buy	13,760 +7,780	+130%	+$326K	0.36%	41
2018 Q2	$250K	Buy	+5,980	New	+$250K	0.18%	50
2016 Q3	–	Sell	-128,200	Closed	-$4.18M	–	36
2016 Q2	$4.18M	Sell	128,200 -960	-0.7%	-$31.3K	4.3%	3
2016 Q1	$3.82M	Buy	+129,160	New	+$3.82M	3.82%	10
2014 Q4	–	Sell	-10,548	Closed	-$248K	–	61
2014 Q3	$248K	Sell	10,548 -5,252	-33%	-$123K	0.24%	54
2014 Q2	$405K	Hold	15,800	–	–	0.38%	46
2014 Q1	$378K	Buy	+15,800	New	+$378K	0.41%	50