Silvercrest Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
196,735
-2,102
| -1% | -$146K | 0.09% | 264 |
|
|
2025
Q1 | $14.1M | Buy |
198,837
+3,994
| +2% | +$283K | 0.1% | 239 |
|
|
2024
Q4 | $14M | Buy |
194,843
+121,176
| +164% | +$8.69M | 0.09% | 237 |
|
|
2024
Q3 | $6.23M | Buy |
73,667
+1,411
| +2% | +$119K | 0.04% | 342 |
|
|
2024
Q2 | $5.12M | Buy |
72,256
+4,800
| +7% | +$340K | 0.04% | 398 |
|
|
2024
Q1 | $4.31M | Buy |
67,456
+1,420
| +2% | +$90.8K | 0.03% | 413 |
|
|
2023
Q4 | $4.01M | Sell |
66,036
-8,600
| -12% | -$522K | 0.03% | 410 |
|
|
2023
Q3 | $4.28M | Buy |
74,636
+92
| +0.1% | +$5.27K | 0.03% | 386 |
|
|
2023
Q2 | $5.53M | Buy |
74,544
+1,242
| +2% | +$92.2K | 0.04% | 349 |
|
|
2023
Q1 | $5.65M | Sell |
73,302
-1,422
| -2% | -$110K | 0.04% | 324 |
|
|
2022
Q4 | $6.25M | Buy |
74,724
+377
| +0.5% | +$31.5K | 0.05% | 300 |
|
|
2022
Q3 | $5.83M | Sell |
74,347
-2,850
| -4% | -$223K | 0.05% | 302 |
|
|
2022
Q2 | $5.98M | Sell |
77,197
-956
| -1% | -$74.1K | 0.05% | 300 |
|
|
2022
Q1 | $6.62M | Sell |
78,153
-153
| -0.2% | -$13K | 0.04% | 326 |
|
|
2021
Q4 | $7.31M | Sell |
78,306
-839
| -1% | -$78.3K | 0.05% | 313 |
|
|
2021
Q3 | $6.21M | Sell |
79,145
-3,243
| -4% | -$255K | 0.04% | 353 |
|
|
2021
Q2 | $6.04M | Sell |
82,388
-201
| -0.2% | -$14.7K | 0.04% | 362 |
|
|
2021
Q1 | $6.25M | Sell |
82,589
-870
| -1% | -$65.8K | 0.04% | 338 |
|
|
2020
Q4 | $6.44M | Buy |
83,459
+47
| +0.1% | +$3.63K | 0.05% | 322 |
|
|
2020
Q3 | $5.79M | Buy |
83,412
+1,148
| +1% | +$79.7K | 0.05% | 313 |
|
|
2020
Q2 | $4.94M | Buy |
82,264
+796
| +1% | +$47.8K | 0.04% | 324 |
|
|
2020
Q1 | $4.9M | Buy |
81,468
+6,640
| +9% | +$399K | 0.05% | 277 |
|
|
2019
Q4 | $4.53M | Buy |
74,828
+2,224
| +3% | +$135K | 0.04% | 368 |
|
|
2019
Q3 | $4.23M | Sell |
72,604
-8
| -0% | -$466 | 0.03% | 371 |
|
|
2019
Q2 | $3.72M | Buy |
72,612
+72
| +0.1% | +$3.69K | 0.03% | 261 |
|
|
2019
Q1 | $3.51M | Buy |
72,540
+6,236
| +9% | +$301K | 0.03% | 269 |
|
|
2018
Q4 | $2.88M | Buy |
66,304
+304
| +0.5% | +$13.2K | 0.03% | 271 |
|
|
2018
Q3 | $2.77M | Sell |
66,000
-1,372
| -2% | -$57.5K | 0.03% | 288 |
|
|
2018
Q2 | $2.81M | Buy |
67,372
+800
| +1% | +$33.4K | 0.03% | 295 |
|
|
2018
Q1 | $2.72M | Hold |
66,572
| – | – | 0.03% | 293 |
|
|
2017
Q4 | $2.6M | Sell |
66,572
-300
| -0.4% | -$11.7K | 0.02% | 289 |
|
|
2017
Q3 | $2.45M | Sell |
66,872
-5,400
| -7% | -$198K | 0.02% | 290 |
|
|
2017
Q2 | $2.53M | Sell |
72,272
-5,088
| -7% | -$178K | 0.03% | 282 |
|
|
2017
Q1 | $2.48M | Sell |
77,360
-2,732
| -3% | -$87.7K | 0.03% | 279 |
|
|
2016
Q4 | $2.39M | Buy |
80,092
+1,960
| +3% | +$58.5K | 0.03% | 279 |
|
|
2016
Q3 | $2.39M | Buy |
78,132
+1,292
| +2% | +$39.5K | 0.03% | 282 |
|
|
2016
Q2 | $2.51M | Sell |
76,840
-26,512
| -26% | -$864K | 0.03% | 274 |
|
|
2016
Q1 | $3.06M | Sell |
103,352
-28,380
| -22% | -$840K | 0.04% | 246 |
|
|
2015
Q4 | $3.42M | Buy |
131,732
+120,752
| +1,100% | +$3.14M | 0.05% | 236 |
|
|
2015
Q3 | $268K | Sell |
10,980
-156,312
| -93% | -$3.82M | ﹤0.01% | 427 |
|
|
2015
Q2 | $4.1M | Buy |
167,292
+156,692
| +1,478% | +$3.84M | 0.05% | 239 |
|
|
2015
Q1 | $276K | Buy |
+10,600
| New | +$276K | ﹤0.01% | 434 |
|
|
2014
Q3 | – | Sell |
-9,580
| Closed | -$245K | – | 470 |
|
|
2014
Q2 | $245K | Buy |
+9,580
| New | +$245K | ﹤0.01% | 432 |
|