VDI
Vaughan David Investments’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7M | Buy |
701,471
+3,934
| +0.6% | +$273K | 1.09% | 34 |
|
|
2025
Q1 | $49.4M | Buy |
697,537
+7,405
| +1% | +$525K | 1.16% | 34 |
|
|
2024
Q4 | $49.5M | Buy |
690,132
+1,748
| +0.3% | +$125K | 1.17% | 24 |
|
|
2024
Q3 | $58.2M | Buy |
688,384
+1,966
| +0.3% | +$166K | 1.34% | 13 |
|
|
2024
Q2 | $48.6M | Buy |
686,418
+5,503
| +0.8% | +$390K | 1.23% | 22 |
|
|
2024
Q1 | $43.5M | Buy |
680,915
+29,696
| +5% | +$1.9M | 1.08% | 34 |
|
|
2023
Q4 | $39.6M | Buy |
651,219
+14,849
| +2% | +$902K | 1.08% | 33 |
|
|
2023
Q3 | $36.5M | Buy |
636,370
+19,688
| +3% | +$1.13M | 1.1% | 33 |
|
|
2023
Q2 | $45.8M | Buy |
616,682
+5,669
| +0.9% | +$421K | 1.34% | 18 |
|
|
2023
Q1 | $47.1M | Buy |
611,013
+1,704
| +0.3% | +$131K | 1.43% | 12 |
|
|
2022
Q4 | $50.9M | Buy |
609,309
+2,653
| +0.4% | +$222K | 1.52% | 8 |
|
|
2022
Q3 | $47.6M | Sell |
606,656
-1,535
| -0.3% | -$120K | 1.59% | 6 |
|
|
2022
Q2 | $47.1M | Buy |
608,191
+14,589
| +2% | +$1.13M | 1.5% | 6 |
|
|
2022
Q1 | $50.3M | Buy |
593,602
+2,722
| +0.5% | +$231K | 1.48% | 11 |
|
|
2021
Q4 | $55.2M | Sell |
590,880
-8,889
| -1% | -$830K | 1.61% | 9 |
|
|
2021
Q3 | $47.1M | Sell |
599,769
-6,556
| -1% | -$515K | 1.5% | 12 |
|
|
2021
Q2 | $44.4M | Buy |
606,325
+5,751
| +1% | +$421K | 1.39% | 17 |
|
|
2021
Q1 | $45.4M | Sell |
600,574
-12,824
| -2% | -$970K | 1.44% | 15 |
|
|
2020
Q4 | $47.3M | Buy |
613,398
+458,209
| +295% | +$35.4M | 1.62% | 10 |
|
|
2020
Q3 | $43.1M | Sell |
155,189
-940
| -0.6% | -$261K | 1.67% | 10 |
|
|
2020
Q2 | $37.5M | Sell |
156,129
-395
| -0.3% | -$94.9K | 1.53% | 13 |
|
|
2020
Q1 | $37.7M | Sell |
156,524
-4,566
| -3% | -$1.1M | 1.75% | 6 |
|
|
2019
Q4 | $39M | Sell |
161,090
-2,289
| -1% | -$554K | 1.43% | 15 |
|
|
2019
Q3 | $38.1M | Sell |
163,379
-1,038
| -0.6% | -$242K | 1.46% | 10 |
|
|
2019
Q2 | $33.7M | Buy |
164,417
+918
| +0.6% | +$188K | 1.34% | 17 |
|
|
2019
Q1 | $31.6M | Buy |
163,499
+1,357
| +0.8% | +$262K | 1.33% | 18 |
|
|
2018
Q4 | $28.2M | Sell |
162,142
-6,975
| -4% | -$1.21M | 1.31% | 18 |
|
|
2018
Q3 | $28.3M | Buy |
169,117
+1,271
| +0.8% | +$213K | 1.2% | 24 |
|
|
2018
Q2 | $28M | Sell |
167,846
-4,430
| -3% | -$740K | 1.3% | 19 |
|
|
2018
Q1 | $28.1M | Buy |
172,276
+1,331
| +0.8% | +$217K | 1.33% | 21 |
|
|
2017
Q4 | $26.7M | Sell |
170,945
-2,308
| -1% | -$360K | 1.24% | 29 |
|
|
2017
Q3 | $25.4M | Sell |
173,253
-1,592
| -0.9% | -$233K | 1.25% | 30 |
|
|
2017
Q2 | $24.5M | Buy |
174,845
+2,175
| +1% | +$305K | 1.23% | 29 |
|
|
2017
Q1 | $22.2M | Buy |
172,670
+2,871
| +2% | +$369K | 1.15% | 35 |
|
|
2016
Q4 | $20.3M | Buy |
169,799
+1,775
| +1% | +$212K | 1.08% | 45 |
|
|
2016
Q3 | $20.6M | Buy |
168,024
+415
| +0.2% | +$50.8K | 1.12% | 44 |
|
|
2016
Q2 | $21.9M | Sell |
167,609
-2,383
| -1% | -$311K | 1.2% | 38 |
|
|
2016
Q1 | $20.1M | Sell |
169,992
-1,195
| -0.7% | -$141K | 1.15% | 44 |
|
|
2015
Q4 | $17.8M | Buy |
171,187
+1,625
| +1% | +$169K | 1.07% | 50 |
|
|
2015
Q3 | $16.5M | Buy |
169,562
+2,695
| +2% | +$263K | 1.05% | 57 |
|
|
2015
Q2 | $16.4M | Buy |
166,867
+790
| +0.5% | +$77.4K | 0.97% | 60 |
|
|
2015
Q1 | $17.3M | Sell |
166,077
-12,650
| -7% | -$1.32M | 1.03% | 58 |
|
|
2014
Q4 | $19M | Sell |
178,727
-10,615
| -6% | -$1.13M | 1.1% | 49 |
|
|
2014
Q3 | $17.8M | Sell |
189,342
-300
| -0.2% | -$28.2K | 1.08% | 47 |
|
|
2014
Q2 | $19.4M | Sell |
189,642
-21,120
| -10% | -$2.16M | 1.16% | 38 |
|
|
2014
Q1 | $20.2M | Buy |
210,762
+470
| +0.2% | +$44.9K | 1.26% | 35 |
|
|
2013
Q4 | $18M | Buy |
210,292
+232
| +0.1% | +$19.9K | 1.16% | 41 |
|
|
2013
Q3 | $16.8M | Sell |
210,060
-3,242
| -2% | -$260K | 1.17% | 41 |
|
|
2013
Q2 | $17.4M | Buy |
+213,302
| New | +$17.4M | 1.23% | 36 |
|