SAA
Southeast Asset Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
10,741
-159
| -1% | -$11K | 0.09% | 102 |
|
|
2025
Q1 | $773K | Buy |
10,900
+460
| +4% | +$32.6K | 0.09% | 101 |
|
|
2024
Q4 | $748K | Hold |
10,440
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $882K | Hold |
10,440
| – | – | 0.1% | 91 |
|
|
2024
Q2 | $739K | Hold |
10,440
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $667K | Hold |
10,440
| – | – | 0.08% | 105 |
|
|
2023
Q4 | $634K | Hold |
10,440
| – | – | 0.08% | 104 |
|
|
2023
Q3 | $598K | Buy |
10,440
+20
| +0.2% | +$1.15K | 0.08% | 99 |
|
|
2023
Q2 | $773K | Hold |
10,420
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $803K | Buy |
10,420
+16
| +0.2% | +$1.23K | 0.12% | 82 |
|
|
2022
Q4 | $870K | Sell |
10,404
-51
| -0.5% | -$4.26K | 0.14% | 68 |
|
|
2022
Q3 | $820K | Hold |
10,455
| – | – | 0.14% | 68 |
|
|
2022
Q2 | $810K | Buy |
10,455
+4
| +0% | +$310 | 0.13% | 81 |
|
|
2022
Q1 | $885K | Buy |
10,451
+51
| +0.5% | +$4.32K | 0.12% | 84 |
|
|
2021
Q4 | $971K | Sell |
10,400
-24
| -0.2% | -$2.24K | 0.13% | 81 |
|
|
2021
Q3 | $818K | Sell |
10,424
-176
| -2% | -$13.8K | 0.13% | 85 |
|
|
2021
Q2 | $777K | Hold |
10,600
| – | – | 0.13% | 86 |
|
|
2021
Q1 | $801K | Hold |
10,600
| – | – | 0.14% | 79 |
|
|
2020
Q4 | $818K | Buy |
10,600
+7,950
| +300% | +$614K | 0.16% | 75 |
|
|
2020
Q3 | $736K | Hold |
2,650
| – | – | 0.17% | 72 |
|
|
2020
Q2 | $636K | Hold |
2,650
| – | – | 0.16% | 74 |
|
|
2020
Q1 | $638K | Hold |
2,650
| – | – | 0.19% | 60 |
|
|
2019
Q4 | $642K | Hold |
2,650
| – | – | 0.15% | 67 |
|
|
2019
Q3 | $617K | Buy |
2,650
+150
| +6% | +$34.9K | 0.16% | 67 |
|
|
2019
Q2 | $512K | Hold |
2,500
| – | – | 0.13% | 73 |
|
|
2019
Q1 | $483K | Hold |
2,500
| – | – | 0.13% | 77 |
|
|
2018
Q4 | $435K | Hold |
2,500
| – | – | 0.13% | 73 |
|
|
2018
Q3 | $419K | Sell |
2,500
-880
| -26% | -$147K | 0.11% | 81 |
|
|
2018
Q2 | $565K | Sell |
3,380
-1,750
| -34% | -$293K | 0.16% | 60 |
|
|
2018
Q1 | $838K | Hold |
5,130
| – | – | 0.25% | 50 |
|
|
2017
Q4 | $801K | Hold |
5,130
| – | – | 0.24% | 56 |
|
|
2017
Q3 | $752K | Hold |
5,130
| – | – | 0.24% | 54 |
|
|
2017
Q2 | $719K | Hold |
5,130
| – | – | 0.23% | 53 |
|
|
2017
Q1 | $659K | Hold |
5,130
| – | – | 0.21% | 57 |
|
|
2016
Q4 | $613K | Sell |
5,130
-170
| -3% | -$20.3K | 0.19% | 59 |
|
|
2016
Q3 | $648K | Sell |
5,300
-320
| -6% | -$39.1K | 0.22% | 58 |
|
|
2016
Q2 | $733K | Hold |
5,620
| – | – | 0.24% | 52 |
|
|
2016
Q1 | $665K | Hold |
5,620
| – | – | 0.22% | 55 |
|
|
2015
Q4 | $584K | Buy |
5,620
+620
| +12% | +$64.4K | 0.2% | 54 |
|
|
2015
Q3 | $488K | Sell |
5,000
-1,000
| -17% | -$97.6K | 0.19% | 51 |
|
|
2015
Q2 | $588K | Hold |
6,000
| – | – | 0.21% | 52 |
|
|
2015
Q1 | $624K | Hold |
6,000
| – | – | 0.22% | 50 |
|
|
2014
Q4 | $638K | Hold |
6,000
| – | – | 0.23% | 53 |
|
|
2014
Q3 | $563K | Hold |
6,000
| – | – | 0.22% | 56 |
|
|
2014
Q2 | $615K | Hold |
6,000
| – | – | 0.23% | 54 |
|
|
2014
Q1 | $574K | Hold |
6,000
| – | – | 0.22% | 53 |
|
|
2013
Q4 | $514K | Sell |
6,000
-300
| -5% | -$25.7K | 0.2% | 58 |
|
|
2013
Q3 | $505K | Buy |
6,300
+300
| +5% | +$24K | 0.22% | 63 |
|
|
2013
Q2 | $489K | Buy |
+6,000
| New | +$489K | 0.22% | 55 |
|