TSW
Thompson Siegel & Walmsley’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
7,942
-105
| -1% | -$7.29K | 0.01% | 330 |
|
|
2025
Q1 | $570K | Hold |
8,047
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $577K | Sell |
8,047
-406
| -5% | -$29.1K | 0.01% | 310 |
|
|
2024
Q3 | $715K | Buy |
8,453
+4,560
| +117% | +$386K | 0.01% | 306 |
|
|
2024
Q2 | $276K | Buy |
3,893
+200
| +5% | +$14.2K | ﹤0.01% | 330 |
|
|
2024
Q1 | $236K | Sell |
3,693
-38
| -1% | -$2.43K | ﹤0.01% | 345 |
|
|
2023
Q4 | $227K | Sell |
3,731
-5
| -0.1% | -$304 | ﹤0.01% | 335 |
|
|
2023
Q3 | $214K | Buy |
3,736
+25
| +0.7% | +$1.43K | ﹤0.01% | 343 |
|
|
2023
Q2 | $275K | Sell |
3,711
-225
| -6% | -$16.7K | ﹤0.01% | 336 |
|
|
2023
Q1 | $303K | Hold |
3,936
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $329K | Buy |
3,936
+820
| +26% | +$68.5K | 0.01% | 311 |
|
|
2022
Q3 | $244K | Hold |
3,116
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $241K | Sell |
3,116
-3,390
| -52% | -$262K | ﹤0.01% | 325 |
|
|
2022
Q1 | $551K | Hold |
6,506
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $607K | Sell |
6,506
-400
| -6% | -$37.3K | 0.01% | 294 |
|
|
2021
Q3 | $542K | Hold |
6,906
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $506K | Hold |
6,906
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $522K | Sell |
6,906
-110
| -2% | -$8.32K | 0.01% | 291 |
|
|
2020
Q4 | $541K | Buy |
7,016
+5,256
| +299% | +$405K | 0.01% | 275 |
|
|
2020
Q3 | $489K | Sell |
1,760
-41
| -2% | -$11.4K | 0.01% | 273 |
|
|
2020
Q2 | $433K | Sell |
1,801
-25
| -1% | -$6.01K | 0.01% | 279 |
|
|
2020
Q1 | $439K | Hold |
1,826
| – | – | 0.01% | 272 |
|
|
2019
Q4 | $442K | Sell |
1,826
-174
| -9% | -$42.1K | 0.01% | 321 |
|
|
2019
Q3 | $466K | Hold |
2,000
| – | – | 0.01% | 319 |
|
|
2019
Q2 | $410K | Hold |
2,000
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $387K | Sell |
2,000
-25
| -1% | -$4.84K | 0.01% | 341 |
|
|
2018
Q4 | $352K | Hold |
2,025
| – | – | 0.01% | 341 |
|
|
2018
Q3 | $339K | Sell |
2,025
-25
| -1% | -$4.19K | ﹤0.01% | 374 |
|
|
2018
Q2 | $342K | Buy |
2,050
+500
| +32% | +$83.4K | ﹤0.01% | 377 |
|
|
2018
Q1 | $253K | Hold |
1,550
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $242K | Hold |
1,550
| – | – | ﹤0.01% | 404 |
|
|
2017
Q3 | $227K | Buy |
1,550
+17
| +1% | +$2.49K | ﹤0.01% | 408 |
|
|
2017
Q2 | $215K | Buy |
1,533
+564
| +58% | +$79.1K | ﹤0.01% | 423 |
|
|
2017
Q1 | $124K | Buy |
969
+41
| +4% | +$5.25K | ﹤0.01% | 484 |
|
|
2016
Q4 | $111K | Hold |
928
| – | – | ﹤0.01% | 448 |
|
|
2016
Q3 | $114K | Buy |
928
+142
| +18% | +$17.4K | ﹤0.01% | 436 |
|
|
2016
Q2 | $102K | Hold |
786
| – | – | ﹤0.01% | 419 |
|
|
2016
Q1 | $93K | Hold |
786
| – | – | ﹤0.01% | 416 |
|
|
2015
Q4 | $82K | Hold |
786
| – | – | ﹤0.01% | 425 |
|
|
2015
Q3 | $77K | Hold |
786
| – | – | ﹤0.01% | 438 |
|
|
2015
Q2 | $77K | Hold |
786
| – | – | ﹤0.01% | 446 |
|
|
2015
Q1 | $82K | Hold |
786
| – | – | ﹤0.01% | 449 |
|
|
2014
Q4 | $84K | Buy |
786
+34
| +5% | +$3.63K | ﹤0.01% | 441 |
|
|
2014
Q3 | $71K | Sell |
752
-250
| -25% | -$23.6K | ﹤0.01% | 451 |
|
|
2014
Q2 | $103K | Hold |
1,002
| – | – | ﹤0.01% | 416 |
|
|
2014
Q1 | $96K | Sell |
1,002
-575
| -36% | -$55.1K | ﹤0.01% | 423 |
|
|
2013
Q4 | $135K | Hold |
1,577
| – | – | ﹤0.01% | 404 |
|
|
2013
Q3 | $126K | Hold |
1,577
| – | – | ﹤0.01% | 411 |
|
|
2013
Q2 | $128K | Buy |
+1,577
| New | +$128K | ﹤0.01% | 420 |
|