Thompson Siegel & Walmsley’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $715K | Buy |
|
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $236K | Sell |
|
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $214K | Buy |
|
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $303K | Hold |
|
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $551K | Hold |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $542K | Hold |
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|
2021
Q2 | $506K | Hold |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $433K | Sell |
|
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|
2020
Q1 | $439K | Hold |
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|
2019
Q4 | $442K | Sell |
|
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|
2019
Q3 | $466K | Hold |
|
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|
2019
Q2 | $410K | Hold |
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|
2019
Q1 | $387K | Sell |
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|
2018
Q4 | $352K | Hold |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $342K | Buy |
|
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|
2018
Q1 | $253K | Hold |
|
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|
2017
Q4 | $242K | Hold |
|
|||||
|
2017
Q3 | $227K | Buy |
|
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|
2017
Q2 | $215K | Buy |
|
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|
2017
Q1 | $124K | Buy |
|
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|
2016
Q4 | $111K | Hold |
|
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|
2016
Q3 | $114K | Buy |
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|
2016
Q2 | $102K | Hold |
|
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|
2016
Q1 | $93K | Hold |
|
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|
2015
Q4 | $82K | Hold |
|
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|
2015
Q3 | $77K | Hold |
|
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|
2015
Q2 | $77K | Hold |
|
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|
2015
Q1 | $82K | Hold |
|
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|
2014
Q4 | $84K | Buy |
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|
2014
Q3 | $71K | Sell |
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|
2014
Q2 | $103K | Hold |
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|
2014
Q1 | $96K | Sell |
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|
2013
Q4 | $135K | Hold |
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|
2013
Q3 | $126K | Hold |
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|
2013
Q2 | $128K | Buy |
|