Violich Capital Management’s NextEra Energy, Inc. NEE Stock Holding History

Violich Capital Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.69M	Sell	53,097 -1,000	-2%	-$69.4K	0.52%	36
2025 Q1	$3.84M	Hold	54,097	–	–	0.52%	36
2024 Q4	$3.88M	Sell	54,097 -603	-1%	-$43.2K	0.5%	35
2024 Q3	$4.62M	Buy	54,700 +1,100	+2%	+$93K	0.6%	32
2024 Q2	$3.8M	Hold	53,600	–	–	0.51%	33
2024 Q1	$3.43M	Buy	53,600 +1,670	+3%	+$107K	0.49%	34
2023 Q4	$3.15M	Sell	51,930 -933	-2%	-$56.7K	0.51%	34
2023 Q3	$3.03M	Buy	52,863 +900	+2%	+$51.6K	0.52%	36
2023 Q2	$3.86M	Hold	51,963	–	–	0.62%	32
2023 Q1	$4.01M	Hold	51,963	–	–	0.68%	31
2022 Q4	$4.34M	Hold	51,963	–	–	0.77%	30
2022 Q3	$4.07M	Sell	51,963 -2,033	-4%	-$159K	0.77%	29
2022 Q2	$4.18M	Sell	53,996 -400	-0.7%	-$31K	0.73%	31
2022 Q1	$4.61M	Sell	54,396 -1,883	-3%	-$160K	0.68%	33
2021 Q4	$5.25M	Hold	56,279	–	–	0.75%	30
2021 Q3	$4.42M	Buy	56,279 +10,911	+24%	+$857K	0.71%	33
2021 Q2	$3.33M	Sell	45,368 -10,911	-19%	-$800K	0.56%	36
2021 Q1	$4.26M	Sell	56,279 -260	-0.5%	-$19.7K	0.77%	32
2020 Q4	$4.36M	Sell	56,539 -201	-0.4%	-$15.5K	0.84%	30
2020 Q3	$3.94M	Sell	56,740 -2,732	-5%	-$190K	0.83%	30
2020 Q2	$3.57M	Hold	59,472	–	–	0.78%	31
2020 Q1	$3.58M	Sell	59,472 -340	-0.6%	-$20.5K	0.96%	28
2019 Q4	$3.62M	Sell	59,812 -800	-1%	-$48.4K	0.79%	32
2019 Q3	$3.53M	Sell	60,612 -3,348	-5%	-$195K	0.85%	32
2019 Q2	$3.28M	Hold	63,960	–	–	0.81%	34
2019 Q1	$3.09M	Hold	63,960	–	–	0.78%	33
2018 Q4	$2.78M	Hold	63,960	–	–	0.79%	34
2018 Q3	$2.68M	Buy	63,960 +3,600	+6%	+$151K	0.61%	38
2018 Q2	$2.52M	Sell	60,360 -240	-0.4%	-$10K	0.63%	38
2018 Q1	$2.47M	Hold	60,600	–	–	0.66%	39
2017 Q4	$2.37M	Buy	60,600 +560	+0.9%	+$21.9K	0.6%	39
2017 Q3	$2.2M	Buy	60,040 +4,600	+8%	+$169K	0.6%	41
2017 Q2	$1.94M	Buy	55,440 +6,800	+14%	+$238K	0.57%	41
2017 Q1	$1.56M	Hold	48,640	–	–	0.47%	46
2016 Q4	$1.52M	Buy	48,640 +1,080	+2%	+$33.7K	0.47%	46
2016 Q3	$1.45M	Hold	47,560	–	–	0.51%	45
2016 Q2	$1.55M	Sell	47,560 -400	-0.8%	-$13K	0.49%	44
2016 Q1	$1.42M	Sell	47,960 -400	-0.8%	-$11.8K	0.46%	44
2015 Q4	$1.26M	Hold	48,360	–	–	0.42%	43
2015 Q3	$1.18M	Buy	48,360 +400	+0.8%	+$9.75K	0.41%	44
2015 Q2	$1.18M	Hold	47,960	–	–	0.38%	44
2015 Q1	$1.25M	Sell	47,960 -6,760	-12%	-$176K	0.41%	44
2014 Q4	$1.45M	Sell	54,720 -272	-0.5%	-$7.23K	0.46%	42
2014 Q3	$1.29M	Sell	54,992 -400	-0.7%	-$9.39K	0.42%	39
2014 Q2	$1.42M	Hold	55,392	–	–	0.47%	37
2014 Q1	$1.32M	Sell	55,392 -1,600	-3%	-$38.2K	0.46%	40
2013 Q4	$1.22M	Sell	56,992 -2,140	-4%	-$45.8K	0.44%	39
2013 Q3	$1.19M	Sell	59,132 -400	-0.7%	-$8.02K	0.46%	40
2013 Q2	$1.21M	Buy	+59,532	New	+$1.21M	0.49%	38