SJIM
St. Johns Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
12,665
+699
| +6% | +$48.5K | 0.4% | 61 |
|
|
2025
Q1 | $848K | Sell |
11,966
-48
| -0.4% | -$3.4K | 0.42% | 59 |
|
|
2024
Q4 | $861K | Buy |
12,014
+376
| +3% | +$27K | 0.4% | 59 |
|
|
2024
Q3 | $984K | Buy |
11,638
+412
| +4% | +$34.8K | 0.46% | 56 |
|
|
2024
Q2 | $795K | Buy |
11,226
+221
| +2% | +$15.6K | 0.38% | 64 |
|
|
2024
Q1 | $703K | Buy |
11,005
+4,257
| +63% | +$272K | 0.34% | 73 |
|
|
2023
Q4 | $410K | Sell |
6,748
-631
| -9% | -$38.3K | 0.21% | 81 |
|
|
2023
Q3 | $423K | Sell |
7,379
-379
| -5% | -$21.7K | 0.24% | 77 |
|
|
2023
Q2 | $576K | Buy |
7,758
+479
| +7% | +$35.5K | 0.31% | 70 |
|
|
2023
Q1 | $561K | Buy |
7,279
+6,183
| +564% | +$477K | 0.33% | 71 |
|
|
2022
Q4 | $91.6K | Hold |
1,096
| – | – | 0.05% | 94 |
|
|
2022
Q3 | $86K | Hold |
1,096
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $85K | Hold |
1,096
| – | – | 0.05% | 96 |
|
|
2022
Q1 | $93K | Hold |
1,096
| – | – | 0.05% | 100 |
|
|
2021
Q4 | $102K | Hold |
1,096
| – | – | 0.05% | 88 |
|
|
2021
Q3 | $86K | Hold |
1,096
| – | – | 0.05% | 91 |
|
|
2021
Q2 | $80K | Hold |
1,096
| – | – | 0.04% | 89 |
|
|
2021
Q1 | $83K | Hold |
1,096
| – | – | 0.05% | 85 |
|
|
2020
Q4 | $85K | Buy |
1,096
+822
| +300% | +$63.8K | 0.05% | 85 |
|
|
2020
Q3 | $76K | Buy |
274
+1
| +0.4% | +$277 | 0.05% | 85 |
|
|
2020
Q2 | $66K | Hold |
273
| – | – | 0.05% | 89 |
|
|
2020
Q1 | $66K | Hold |
273
| – | – | 0.06% | 84 |
|
|
2019
Q4 | $66K | Hold |
273
| – | – | 0.05% | 87 |
|
|
2019
Q3 | $64K | Hold |
273
| – | – | 0.05% | 86 |
|
|
2019
Q2 | $56K | Hold |
273
| – | – | 0.04% | 93 |
|
|
2019
Q1 | $53K | Hold |
273
| – | – | 0.04% | 97 |
|
|
2018
Q4 | $47K | Hold |
273
| – | – | 0.04% | 94 |
|
|
2018
Q3 | $46K | Sell |
273
-350
| -56% | -$59K | 0.03% | 102 |
|
|
2018
Q2 | $104K | Hold |
623
| – | – | 0.08% | 86 |
|
|
2018
Q1 | $102K | Hold |
623
| – | – | 0.08% | 85 |
|
|
2017
Q4 | $97K | Hold |
623
| – | – | 0.07% | 88 |
|
|
2017
Q3 | $91K | Hold |
623
| – | – | 0.07% | 98 |
|
|
2017
Q2 | $87K | Hold |
623
| – | – | 0.07% | 96 |
|
|
2017
Q1 | $80K | Hold |
623
| – | – | 0.06% | 89 |
|
|
2016
Q4 | $74K | Hold |
623
| – | – | 0.06% | 90 |
|
|
2016
Q3 | $76K | Hold |
623
| – | – | 0.06% | 91 |
|
|
2016
Q2 | $81K | Hold |
623
| – | – | 0.07% | 88 |
|
|
2016
Q1 | $74K | Hold |
623
| – | – | 0.07% | 88 |
|
|
2015
Q4 | $65K | Hold |
623
| – | – | 0.06% | 91 |
|
|
2015
Q3 | $61K | Hold |
623
| – | – | 0.06% | 91 |
|
|
2015
Q2 | $61K | Hold |
623
| – | – | 0.05% | 87 |
|
|
2015
Q1 | $65K | Hold |
623
| – | – | 0.06% | 85 |
|
|
2014
Q4 | $66K | Hold |
623
| – | – | 0.06% | 85 |
|
|
2014
Q3 | $58K | Hold |
623
| – | – | 0.05% | 83 |
|
|
2014
Q2 | $64K | Hold |
623
| – | – | 0.06% | 82 |
|
|
2014
Q1 | $60K | Buy |
+623
| New | +$60K | 0.05% | 82 |
|