TCM
TD Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $187K | Buy |
2,699
+795
| +42% | +$55.2K | 0.02% | 125 |
|
2025
Q1 | $135K | Buy |
1,904
+93
| +5% | +$6.59K | 0.01% | 132 |
|
2024
Q4 | $130K | Buy |
1,811
+36
| +2% | +$2.58K | 0.01% | 139 |
|
2024
Q3 | $150K | Hold |
1,775
| – | – | 0.02% | 126 |
|
2024
Q2 | $126K | Buy |
1,775
+1
| +0.1% | +$71 | 0.01% | 131 |
|
2024
Q1 | $113K | Hold |
1,774
| – | – | 0.01% | 140 |
|
2023
Q4 | $108K | Buy |
1,774
+28
| +2% | +$1.7K | 0.01% | 134 |
|
2023
Q3 | $100K | Sell |
1,746
-47
| -3% | -$2.69K | 0.01% | 128 |
|
2023
Q2 | $133K | Hold |
1,793
| – | – | 0.02% | 114 |
|
2023
Q1 | $138K | Hold |
1,793
| – | – | 0.02% | 109 |
|
2022
Q4 | $150K | Buy |
1,793
+47
| +3% | +$3.93K | 0.02% | 101 |
|
2022
Q3 | $137K | Buy |
+1,746
| New | +$137K | 0.02% | 99 |
|
2022
Q1 | – | Sell |
-1,746
| Closed | -$163K | – | 260 |
|
2021
Q4 | $163K | Hold |
1,746
| – | – | 0.02% | 95 |
|
2021
Q3 | $137K | Hold |
1,746
| – | – | 0.02% | 98 |
|
2021
Q2 | $128K | Hold |
1,746
| – | – | 0.02% | 93 |
|
2021
Q1 | $132K | Hold |
1,746
| – | – | 0.02% | 87 |
|
2020
Q4 | $135K | Buy |
1,746
+1,310
| +300% | +$101K | 0.02% | 78 |
|
2020
Q3 | $121K | Hold |
436
| – | – | 0.02% | 71 |
|
2020
Q2 | $105K | Hold |
436
| – | – | 0.02% | 73 |
|
2020
Q1 | $105K | Hold |
436
| – | – | 0.02% | 67 |
|
2019
Q4 | $106K | Hold |
436
| – | – | 0.02% | 74 |
|
2019
Q3 | $102K | Hold |
436
| – | – | 0.02% | 71 |
|
2019
Q2 | $89K | Hold |
436
| – | – | 0.02% | 69 |
|
2019
Q1 | $84K | Hold |
436
| – | – | 0.02% | 69 |
|
2018
Q4 | $76K | Hold |
436
| – | – | 0.02% | 71 |
|
2018
Q3 | $73K | Hold |
436
| – | – | 0.02% | 73 |
|
2018
Q2 | $73K | Hold |
436
| – | – | 0.02% | 65 |
|
2018
Q1 | $71K | Hold |
436
| – | – | 0.02% | 66 |
|
2017
Q4 | $68K | Sell |
436
-22
| -5% | -$3.43K | 0.02% | 69 |
|
2017
Q3 | $67K | Buy |
458
+22
| +5% | +$3.22K | 0.02% | 66 |
|
2017
Q2 | $61K | Hold |
436
| – | – | 0.02% | 67 |
|
2017
Q1 | $56K | Hold |
436
| – | – | 0.02% | 70 |
|
2016
Q4 | $52K | Hold |
436
| – | – | 0.02% | 69 |
|
2016
Q3 | $53K | Hold |
436
| – | – | 0.02% | 65 |
|
2016
Q2 | $57K | Hold |
436
| – | – | 0.02% | 67 |
|
2016
Q1 | $52K | Hold |
436
| – | – | 0.02% | 68 |
|
2015
Q4 | $45K | Hold |
436
| – | – | 0.01% | 73 |
|
2015
Q3 | $43K | Hold |
436
| – | – | 0.01% | 80 |
|
2015
Q2 | $43K | Hold |
436
| – | – | 0.01% | 89 |
|
2015
Q1 | $45K | Hold |
436
| – | – | 0.01% | 90 |
|
2014
Q4 | $46K | Hold |
436
| – | – | 0.01% | 92 |
|
2014
Q3 | $41K | Hold |
436
| – | – | 0.01% | 95 |
|
2014
Q2 | $45K | Hold |
436
| – | – | 0.01% | 88 |
|
2014
Q1 | $42K | Buy |
436
+3
| +0.7% | +$289 | 0.01% | 86 |
|
2013
Q4 | $37K | Sell |
433
-1,471
| -77% | -$126K | 0.01% | 92 |
|
2013
Q3 | $153K | Buy |
1,904
+4
| +0.2% | +$321 | 0.04% | 49 |
|
2013
Q2 | $155K | Buy |
+1,900
| New | +$155K | 0.04% | 45 |
|