SFP
Shepherd Financial Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
33,662
-83
| -0.2% | -$5.76K | 0.25% | 69 |
|
|
2025
Q1 | $2.39M | Buy |
33,745
+1,365
| +4% | +$96.8K | 0.28% | 62 |
|
|
2024
Q4 | $2.32M | Buy |
32,380
+293
| +0.9% | +$21K | 0.28% | 57 |
|
|
2024
Q3 | $2.71M | Buy |
32,087
+951
| +3% | +$80.4K | 0.33% | 54 |
|
|
2024
Q2 | $2.2M | Buy |
31,136
+75
| +0.2% | +$5.31K | 0.28% | 57 |
|
|
2024
Q1 | $1.99M | Sell |
31,061
-420
| -1% | -$26.8K | 0.26% | 63 |
|
|
2023
Q4 | $1.91M | Sell |
31,481
-29,218
| -48% | -$1.77M | 0.27% | 59 |
|
|
2023
Q3 | $3.48M | Buy |
60,699
+1,690
| +3% | +$96.8K | 0.55% | 32 |
|
|
2023
Q2 | $4.38M | Buy |
59,009
+921
| +2% | +$68.3K | 0.68% | 23 |
|
|
2023
Q1 | $4.48M | Sell |
58,088
-70
| -0.1% | -$5.4K | 0.75% | 22 |
|
|
2022
Q4 | $4.86M | Buy |
58,158
+767
| +1% | +$64.1K | 0.88% | 20 |
|
|
2022
Q3 | $4.5M | Buy |
57,391
+608
| +1% | +$47.7K | 0.88% | 21 |
|
|
2022
Q2 | $4.4M | Buy |
56,783
+1,012
| +2% | +$78.4K | 0.86% | 22 |
|
|
2022
Q1 | $4.72M | Sell |
55,771
-346
| -0.6% | -$29.3K | 0.84% | 19 |
|
|
2021
Q4 | $5.24M | Buy |
56,117
+1,223
| +2% | +$114K | 0.91% | 19 |
|
|
2021
Q3 | $4.31M | Buy |
54,894
+362
| +0.7% | +$28.4K | 0.83% | 20 |
|
|
2021
Q2 | $4M | Buy |
54,532
+655
| +1% | +$48K | 0.76% | 21 |
|
|
2021
Q1 | $4.07M | Buy |
53,877
+3,766
| +8% | +$285K | 0.9% | 18 |
|
|
2020
Q4 | $3.87M | Buy |
50,111
+37,748
| +305% | +$2.91M | 0.88% | 20 |
|
|
2020
Q3 | $3.43M | Sell |
12,363
-1,711
| -12% | -$475K | 0.81% | 16 |
|
|
2020
Q2 | $3.38M | Buy |
14,074
+4,008
| +40% | +$963K | 0.92% | 16 |
|
|
2020
Q1 | $2.42M | Buy |
10,066
+3,880
| +63% | +$933K | 0.84% | 19 |
|
|
2019
Q4 | $1.5M | Buy |
6,186
+4
| +0.1% | +$969 | 0.35% | 52 |
|
|
2019
Q3 | $1.44M | Buy |
6,182
+4,680
| +312% | +$1.09M | 0.36% | 49 |
|
|
2019
Q2 | $308K | Buy |
1,502
+1
| +0.1% | +$205 | 0.06% | 108 |
|
|
2019
Q1 | $290K | Sell |
1,501
-248
| -14% | -$47.9K | 0.06% | 112 |
|
|
2018
Q4 | $303K | Sell |
1,749
-447
| -20% | -$77.4K | 0.07% | 102 |
|
|
2018
Q3 | $367K | Hold |
2,196
| – | – | 0.08% | 91 |
|
|
2018
Q2 | $370K | Buy |
2,196
+173
| +9% | +$29.1K | 0.08% | 91 |
|
|
2018
Q1 | $330K | Buy |
2,023
+51
| +3% | +$8.32K | 0.08% | 90 |
|
|
2017
Q4 | $309K | Hold |
1,972
| – | – | 0.07% | 96 |
|
|
2017
Q3 | $292K | Hold |
1,972
| – | – | 0.07% | 98 |
|
|
2017
Q2 | $278K | Hold |
1,972
| – | – | 0.07% | 97 |
|
|
2017
Q1 | $258K | Buy |
1,972
+43
| +2% | +$5.63K | 0.07% | 98 |
|
|
2016
Q4 | $229K | Buy |
+1,929
| New | +$229K | 0.06% | 100 |
|