SG
Somerset Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
54,146
+506
| +0.9% | +$35.1K | 3.18% | 10 |
|
|
2025
Q1 | $3.8M | Buy |
53,640
+1,640
| +3% | +$116K | 3.46% | 9 |
|
|
2024
Q4 | $3.73M | Sell |
52,000
-164
| -0.3% | -$11.8K | 3.41% | 9 |
|
|
2024
Q3 | $4.41M | Sell |
52,164
-20
| -0% | -$1.69K | 4.07% | 7 |
|
|
2024
Q2 | $3.7M | Buy |
52,184
+175
| +0.3% | +$12.4K | 3.28% | 8 |
|
|
2024
Q1 | $3.32M | Sell |
52,009
-4,188
| -7% | -$268K | 3.12% | 9 |
|
|
2023
Q4 | $3.41M | Buy |
56,197
+260
| +0.5% | +$15.8K | 2.87% | 12 |
|
|
2023
Q3 | $3.2M | Sell |
55,937
-2,144
| -4% | -$123K | 3.02% | 9 |
|
|
2023
Q2 | $4.31M | Sell |
58,081
-77
| -0.1% | -$5.71K | 3.6% | 7 |
|
|
2023
Q1 | $4.48M | Sell |
58,158
-47
| -0.1% | -$3.62K | 3.9% | 7 |
|
|
2022
Q4 | $4.87M | Buy |
58,205
+40
| +0.1% | +$3.34K | 4.29% | 6 |
|
|
2022
Q3 | $4.56M | Sell |
58,165
-50
| -0.1% | -$3.92K | 4.17% | 7 |
|
|
2022
Q2 | $4.51M | Sell |
58,215
-102
| -0.2% | -$7.9K | 3.89% | 7 |
|
|
2022
Q1 | $4.94M | Sell |
58,317
-12
| -0% | -$1.02K | 3.54% | 8 |
|
|
2021
Q4 | $5.45M | Sell |
58,329
-45
| -0.1% | -$4.2K | 3.67% | 7 |
|
|
2021
Q3 | $4.58M | Sell |
58,374
-510
| -0.9% | -$40K | 3.31% | 8 |
|
|
2021
Q2 | $4.32M | Sell |
58,884
-50
| -0.1% | -$3.66K | 3.08% | 8 |
|
|
2021
Q1 | $4.46M | Sell |
58,934
-70
| -0.1% | -$5.29K | 3.36% | 8 |
|
|
2020
Q4 | $4.55M | Buy |
59,004
+44,497
| +307% | +$3.43M | 3.63% | 9 |
|
|
2020
Q3 | $4.03M | Buy |
14,507
+8
| +0.1% | +$2.22K | 3.65% | 9 |
|
|
2020
Q2 | $3.48M | Sell |
14,499
-165
| -1% | -$39.6K | 3.41% | 9 |
|
|
2020
Q1 | $3.53M | Buy |
14,664
+13
| +0.1% | +$3.13K | 4.06% | 7 |
|
|
2019
Q4 | $3.55M | Sell |
14,651
-1,031
| -7% | -$250K | 3.09% | 7 |
|
|
2019
Q3 | $3.65M | Sell |
15,682
-318
| -2% | -$74.1K | 3.11% | 7 |
|
|
2019
Q2 | $3.28M | Buy |
16,000
+38
| +0.2% | +$7.79K | 2.78% | 9 |
|
|
2019
Q1 | $3.09M | Buy |
15,962
+40
| +0.3% | +$7.73K | 2.59% | 9 |
|
|
2018
Q4 | $2.77M | Sell |
15,922
-27
| -0.2% | -$4.69K | 2.81% | 9 |
|
|
2018
Q3 | $2.67M | Buy |
15,949
+606
| +4% | +$102K | 2.15% | 11 |
|
|
2018
Q2 | $2.56M | Buy |
15,343
+6,916
| +82% | +$1.16M | 2.21% | 12 |
|
|
2018
Q1 | $1.38M | Sell |
8,427
-508
| -6% | -$82.9K | 1.24% | 19 |
|
|
2017
Q4 | $1.4M | Buy |
8,935
+1,947
| +28% | +$304K | 1.17% | 20 |
|
|
2017
Q3 | $1.02M | Buy |
6,988
+20
| +0.3% | +$2.93K | 0.93% | 26 |
|
|
2017
Q2 | $976K | Sell |
6,968
-250
| -3% | -$35K | 0.9% | 26 |
|
|
2017
Q1 | $927K | Buy |
7,218
+700
| +11% | +$89.9K | 0.88% | 28 |
|
|
2016
Q4 | $779K | Sell |
6,518
-220
| -3% | -$26.3K | 0.77% | 33 |
|
|
2016
Q3 | $824K | Buy |
6,738
+70
| +1% | +$8.56K | 0.85% | 34 |
|
|
2016
Q2 | $870K | Hold |
6,668
| – | – | 0.91% | 30 |
|
|
2016
Q1 | $789K | Sell |
6,668
-170
| -2% | -$20.1K | 0.86% | 33 |
|
|
2015
Q4 | $710K | Hold |
6,838
| – | – | 0.75% | 35 |
|
|
2015
Q3 | $667K | Buy |
6,838
+25
| +0.4% | +$2.44K | 0.73% | 37 |
|
|
2015
Q2 | $668K | Sell |
6,813
-850
| -11% | -$83.3K | 0.64% | 41 |
|
|
2015
Q1 | $797K | Sell |
7,663
-425
| -5% | -$44.2K | 0.71% | 39 |
|
|
2014
Q4 | $860K | Sell |
8,088
-250
| -3% | -$26.6K | 0.76% | 35 |
|
|
2014
Q3 | $783K | Hold |
8,338
| – | – | 0.72% | 40 |
|
|
2014
Q2 | $854K | Sell |
8,338
-50
| -0.6% | -$5.12K | 0.78% | 37 |
|
|
2014
Q1 | $802K | Sell |
8,388
-5,000
| -37% | -$478K | 0.77% | 38 |
|
|
2013
Q4 | $1.15M | Sell |
13,388
-3,750
| -22% | -$321K | 0.9% | 34 |
|
|
2013
Q3 | $1.37M | Hold |
17,138
| – | – | 1.02% | 34 |
|
|
2013
Q2 | $1.4M | Buy |
+17,138
| New | +$1.4M | 1.04% | 32 |
|