Tandem Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4M | Buy |
1,417,565
+44,074
| +3% | +$3.06M | 3.45% | 14 |
|
|
2025
Q1 | $97.4M | Buy |
1,373,491
+14,568
| +1% | +$1.03M | 3.4% | 12 |
|
|
2024
Q4 | $97.4M | Buy |
1,358,923
+34,032
| +3% | +$2.44M | 3.69% | 9 |
|
|
2024
Q3 | $112M | Sell |
1,324,891
-20,785
| -2% | -$1.76M | 4.24% | 7 |
|
|
2024
Q2 | $95.3M | Buy |
1,345,676
+6,705
| +0.5% | +$475K | 3.79% | 7 |
|
|
2024
Q1 | $85.6M | Buy |
1,338,971
+79,998
| +6% | +$5.11M | 3.31% | 10 |
|
|
2023
Q4 | $76.5M | Buy |
1,258,973
+201,662
| +19% | +$12.2M | 3.06% | 10 |
|
|
2023
Q3 | $60.6M | Buy |
1,057,311
+434,209
| +70% | +$24.9M | 2.56% | 21 |
|
|
2023
Q2 | $46.2M | Buy |
623,102
+57,836
| +10% | +$4.29M | 2.03% | 27 |
|
|
2023
Q1 | $43.6M | Buy |
565,266
+63,982
| +13% | +$4.93M | 2.09% | 23 |
|
|
2022
Q4 | $41.9M | Buy |
501,284
+24,414
| +5% | +$2.04M | 2.16% | 21 |
|
|
2022
Q3 | $37.4M | Sell |
476,870
-80,307
| -14% | -$6.3M | 2.13% | 22 |
|
|
2022
Q2 | $43.2M | Buy |
557,177
+35,537
| +7% | +$2.75M | 2.54% | 19 |
|
|
2022
Q1 | $44.2M | Buy |
521,640
+45,741
| +10% | +$3.87M | 2.71% | 21 |
|
|
2021
Q4 | $44.4M | Buy |
475,899
+4,709
| +1% | +$440K | 2.89% | 18 |
|
|
2021
Q3 | $37M | Buy |
471,190
+29,999
| +7% | +$2.36M | 3.03% | 19 |
|
|
2021
Q2 | $32.3M | Buy |
441,191
+38,967
| +10% | +$2.86M | 2.77% | 20 |
|
|
2021
Q1 | $30.4M | Buy |
402,224
+43,543
| +12% | +$3.29M | 2.92% | 18 |
|
|
2020
Q4 | $27.7M | Buy |
358,681
+51,297
| +17% | +$3.96M | 2.97% | 16 |
|
|
2020
Q3 | $21.3M | Buy |
307,384
+18,040
| +6% | +$1.25M | 2.62% | 20 |
|
|
2020
Q2 | $17.4M | Buy |
289,344
+17,892
| +7% | +$1.07M | 2.34% | 21 |
|
|
2020
Q1 | $16.3M | Buy |
271,452
+54,236
| +25% | +$3.26M | 2.42% | 20 |
|
|
2019
Q4 | $13.2M | Buy |
217,216
+27,940
| +15% | +$1.69M | 2.2% | 25 |
|
|
2019
Q3 | $11M | Sell |
189,276
-2,100
| -1% | -$122K | 2% | 27 |
|
|
2019
Q2 | $9.8M | Buy |
191,376
+20,552
| +12% | +$1.05M | 1.86% | 29 |
|
|
2019
Q1 | $8.26M | Buy |
170,824
+4,660
| +3% | +$225K | 1.82% | 30 |
|
|
2018
Q4 | $7.22M | Buy |
166,164
+9,144
| +6% | +$397K | 1.87% | 29 |
|
|
2018
Q3 | $6.58M | Buy |
157,020
+14,560
| +10% | +$610K | 1.8% | 29 |
|
|
2018
Q2 | $5.95M | Buy |
142,460
+5,100
| +4% | +$213K | 1.82% | 30 |
|
|
2018
Q1 | $5.61M | Sell |
137,360
-604
| -0.4% | -$24.7K | 1.83% | 30 |
|
|
2017
Q4 | $5.39M | Buy |
137,964
+6,428
| +5% | +$251K | 1.85% | 29 |
|
|
2017
Q3 | $4.82M | Sell |
131,536
-32,264
| -20% | -$1.18M | 1.81% | 29 |
|
|
2017
Q2 | $5.74M | Buy |
163,800
+6,732
| +4% | +$236K | 2.28% | 24 |
|
|
2017
Q1 | $5.04M | Buy |
157,068
+2,752
| +2% | +$88.3K | 2.23% | 23 |
|
|
2016
Q4 | $4.61M | Buy |
+154,316
| New | +$4.61M | 2.22% | 20 |
|