Segall Bryant & Hamill’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 | $3.28M | Hold |
47,296
| – | – | 0.05% | 363 |
|
|
2025
Q1 | $3.35M | Sell |
47,296
-299
| -0.6% | -$21.2K | 0.05% | 364 |
|
|
2024
Q4 | $3.41M | Sell |
47,595
-372
| -0.8% | -$26.7K | 0.05% | 385 |
|
|
2024
Q3 | $4.05M | Buy |
+47,967
| New | +$4.05M | 0.06% | 360 |
|
|
2023
Q4 | – | Sell |
-299,335
| Closed | -$17.1M | – | 425 |
|
|
2023
Q3 | $17.1M | Sell |
299,335
-3,450
| -1% | -$198K | 0.2% | 135 |
|
|
2023
Q2 | $22.5M | Sell |
302,785
-3,028
| -1% | -$225K | 0.24% | 119 |
|
|
2023
Q1 | $23.6M | Sell |
305,813
-263
| -0.1% | -$20.3K | 0.25% | 118 |
|
|
2022
Q4 | $25.6M | Buy |
306,076
+1,659
| +0.5% | +$139K | 0.29% | 105 |
|
|
2022
Q3 | $23.9M | Buy |
304,417
+140
| +0% | +$11K | 0.28% | 104 |
|
|
2022
Q2 | $23.5M | Sell |
304,277
-5,029
| -2% | -$389K | 0.27% | 111 |
|
|
2022
Q1 | $26.2M | Buy |
309,306
+93,669
| +43% | +$7.94M | 0.25% | 112 |
|
|
2021
Q4 | $20.1M | Buy |
215,637
+11,498
| +6% | +$1.07M | 0.19% | 141 |
|
|
2021
Q3 | $16M | Buy |
204,139
+22,497
| +12% | +$1.77M | 0.15% | 158 |
|
|
2021
Q2 | $13.3M | Buy |
181,642
+50,087
| +38% | +$3.67M | 0.13% | 181 |
|
|
2021
Q1 | $9.94M | Buy |
131,555
+4,093
| +3% | +$309K | 0.1% | 218 |
|
|
2020
Q4 | $9.84M | Sell |
127,462
-2,110
| -2% | -$163K | 0.11% | 198 |
|
|
2020
Q3 | $9.01M | Sell |
129,572
-432
| -0.3% | -$30K | 0.12% | 181 |
|
|
2020
Q2 | $7.8M | Buy |
130,004
+5,672
| +5% | +$340K | 0.13% | 163 |
|
|
2020
Q1 | $7.47M | Sell |
124,332
-40
| -0% | -$2.4K | 0.15% | 137 |
|
|
2019
Q4 | $7.52M | Sell |
124,372
-5,024
| -4% | -$304K | 0.12% | 179 |
|
|
2019
Q3 | $7.54M | Hold |
129,396
| – | – | 0.12% | 213 |
|
|
2019
Q2 | $6.61M | Buy |
129,396
+4,748
| +4% | +$243K | 0.1% | 232 |
|
|
2019
Q1 | $6.03M | Buy |
124,648
+108
| +0.1% | +$5.22K | 0.09% | 245 |
|
|
2018
Q4 | $5.41M | Sell |
124,540
-4,032
| -3% | -$175K | 0.09% | 252 |
|
|
2018
Q3 | $5.39M | Sell |
128,572
-1,308
| -1% | -$54.8K | 0.08% | 273 |
|
|
2018
Q2 | $5.42M | Buy |
129,880
+9,200
| +8% | +$384K | 0.08% | 276 |
|
|
2018
Q1 | $4.93M | Sell |
120,680
-3,396
| -3% | -$139K | 0.11% | 198 |
|
|
2017
Q4 | $4.85M | Buy |
124,076
+4,528
| +4% | +$177K | 0.11% | 204 |
|
|
2017
Q3 | $4.38M | Sell |
119,548
-560
| -0.5% | -$20.5K | 0.1% | 211 |
|
|
2017
Q2 | $4.21M | Sell |
120,108
-19,800
| -14% | -$694K | 0.1% | 218 |
|
|
2017
Q1 | $4.49M | Sell |
139,908
-760
| -0.5% | -$24.4K | 0.11% | 192 |
|
|
2016
Q4 | $4.2M | Buy |
140,668
+1,600
| +1% | +$47.8K | 0.11% | 199 |
|
|
2016
Q3 | $4.25M | Sell |
139,068
-2,476
| -2% | -$75.7K | 0.11% | 197 |
|
|
2016
Q2 | $4.61M | Sell |
141,544
-6,240
| -4% | -$203K | 0.12% | 181 |
|
|
2016
Q1 | $4.37M | Sell |
147,784
-6,960
| -4% | -$206K | 0.11% | 212 |
|
|
2015
Q4 | $4.02M | Sell |
154,744
-900
| -0.6% | -$23.4K | 0.1% | 234 |
|
|
2015
Q3 | $3.8M | Sell |
155,644
-5,280
| -3% | -$129K | 0.09% | 242 |
|
|
2015
Q2 | $3.94M | Buy |
160,924
+5,800
| +4% | +$142K | 0.09% | 248 |
|
|
2015
Q1 | $4.04M | Sell |
155,124
-12,000
| -7% | -$312K | 0.09% | 242 |
|
|
2014
Q4 | $4.44M | Sell |
167,124
-600
| -0.4% | -$15.9K | 0.1% | 235 |
|
|
2014
Q3 | $3.94M | Sell |
167,724
-3,000
| -2% | -$70.4K | 0.09% | 236 |
|
|
2014
Q2 | $4.37M | Sell |
170,724
-35,440
| -17% | -$908K | 0.1% | 205 |
|
|
2014
Q1 | $4.93M | Sell |
206,164
-11,364
| -5% | -$272K | 0.12% | 200 |
|
|
2013
Q4 | $4.66M | Sell |
217,528
-10,460
| -5% | -$224K | 0.11% | 198 |
|
|
2013
Q3 | $4.57M | Sell |
227,988
-14,300
| -6% | -$287K | 0.11% | 203 |
|
|
2013
Q2 | $4.94M | Buy |
+242,288
| New | +$4.94M | 0.13% | 191 |
|