SAM
Summit 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 | $902K | Sell |
13,000
-961
| -7% | -$66.7K | 0.15% | 73 |
|
|
2025
Q1 | $990K | Buy |
13,961
+6
| +0% | +$425 | 0.17% | 69 |
|
|
2024
Q4 | $1M | Buy |
13,955
+6
| +0% | +$430 | 0.18% | 67 |
|
|
2024
Q3 | $1.18M | Buy |
13,949
+5
| +0% | +$423 | 0.22% | 56 |
|
|
2024
Q2 | $987K | Buy |
13,944
+5
| +0% | +$354 | 0.2% | 59 |
|
|
2024
Q1 | $891K | Buy |
13,939
+507
| +4% | +$32.4K | 0.19% | 60 |
|
|
2023
Q4 | $816K | Buy |
13,432
+6
| +0% | +$364 | 0.2% | 57 |
|
|
2023
Q3 | $769K | Buy |
13,426
+605
| +5% | +$34.7K | 0.21% | 55 |
|
|
2023
Q2 | $951K | Buy |
12,821
+42
| +0.3% | +$3.12K | 0.25% | 50 |
|
|
2023
Q1 | $985K | Buy |
12,779
+5
| +0% | +$385 | 0.27% | 47 |
|
|
2022
Q4 | $1.07M | Buy |
12,774
+24
| +0.2% | +$2.01K | 0.31% | 44 |
|
|
2022
Q3 | $1M | Sell |
12,750
-715
| -5% | -$56.1K | 0.32% | 42 |
|
|
2022
Q2 | $1.04M | Buy |
13,465
+805
| +6% | +$62.4K | 0.32% | 43 |
|
|
2022
Q1 | $1.07M | Buy |
12,660
+4
| +0% | +$339 | 0.31% | 47 |
|
|
2021
Q4 | $1.18M | Sell |
12,656
-24
| -0.2% | -$2.24K | 0.34% | 46 |
|
|
2021
Q3 | $996K | Buy |
12,680
+3
| +0% | +$236 | 0.31% | 47 |
|
|
2021
Q2 | $929K | Buy |
12,677
+4
| +0% | +$293 | 0.29% | 49 |
|
|
2021
Q1 | $958K | Buy |
12,673
+993
| +9% | +$75.1K | 0.33% | 42 |
|
|
2020
Q4 | $901K | Buy |
11,680
+8,918
| +323% | +$688K | 0.33% | 43 |
|
|
2020
Q3 | $767K | Buy |
2,762
+34
| +1% | +$9.44K | 0.32% | 45 |
|
|
2020
Q2 | $655K | Buy |
2,728
+81
| +3% | +$19.4K | 0.3% | 49 |
|
|
2020
Q1 | $637K | Buy |
2,647
+1
| +0% | +$241 | 0.34% | 47 |
|
|
2019
Q4 | $641K | Buy |
2,646
+1
| +0% | +$242 | 0.27% | 54 |
|
|
2019
Q3 | $616K | Buy |
2,645
+1
| +0% | +$233 | 0.29% | 51 |
|
|
2019
Q2 | $542K | Sell |
2,644
-128
| -5% | -$26.2K | 0.26% | 56 |
|
|
2019
Q1 | $536K | Buy |
2,772
+43
| +2% | +$8.32K | 0.26% | 56 |
|
|
2018
Q4 | $474K | Hold |
2,729
| – | – | 0.27% | 56 |
|
|
2018
Q3 | $457K | Hold |
2,729
| – | – | 0.21% | 60 |
|
|
2018
Q2 | $456K | Sell |
2,729
-1,598
| -37% | -$267K | 0.22% | 60 |
|
|
2018
Q1 | $707K | Buy |
4,327
+132
| +3% | +$21.6K | 0.34% | 43 |
|
|
2017
Q4 | $655K | Buy |
4,195
+520
| +14% | +$81.2K | 0.31% | 48 |
|
|
2017
Q3 | $539K | Sell |
3,675
-70
| -2% | -$10.3K | 0.27% | 55 |
|
|
2017
Q2 | $525K | Buy |
3,745
+30
| +0.8% | +$4.21K | 0.28% | 57 |
|
|
2017
Q1 | $477K | Buy |
3,715
+300
| +9% | +$38.5K | 0.28% | 57 |
|
|
2016
Q4 | $408K | Buy |
3,415
+28
| +0.8% | +$3.35K | 0.26% | 59 |
|
|
2016
Q3 | $414K | Hold |
3,387
| – | – | 0.25% | 59 |
|
|
2016
Q2 | $442K | Hold |
3,387
| – | – | 0.28% | 53 |
|
|
2016
Q1 | $401K | Sell |
3,387
-60
| -2% | -$7.1K | 0.26% | 54 |
|
|
2015
Q4 | $358K | Hold |
3,447
| – | – | 0.24% | 60 |
|
|
2015
Q3 | $336K | Buy |
3,447
+100
| +3% | +$9.75K | 0.24% | 63 |
|
|
2015
Q2 | $328K | Sell |
3,347
-220
| -6% | -$21.6K | 0.22% | 68 |
|
|
2015
Q1 | $371K | Buy |
3,567
+942
| +36% | +$98K | 0.26% | 58 |
|
|
2014
Q4 | $279K | Hold |
2,625
| – | – | 0.2% | 74 |
|
|
2014
Q3 | $246K | Buy |
2,625
+300
| +13% | +$28.1K | 0.19% | 72 |
|
|
2014
Q2 | $238K | Hold |
2,325
| – | – | 0.18% | 73 |
|
|
2014
Q1 | $222K | Sell |
2,325
-500
| -18% | -$47.7K | 0.18% | 76 |
|
|
2013
Q4 | $242K | Hold |
2,825
| – | – | 0.19% | 76 |
|
|
2013
Q3 | $226K | Hold |
2,825
| – | – | 0.2% | 74 |
|
|
2013
Q2 | $230K | Buy |
+2,825
| New | +$230K | 0.22% | 71 |
|