VCM
Vision 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 | $4.25M | Buy |
61,206
+1,065
| +2% | +$73.9K | 0.56% | 40 |
|
|
2025
Q1 | $4.26M | Buy |
60,141
+8,287
| +16% | +$587K | 0.61% | 39 |
|
|
2024
Q4 | $3.72M | Sell |
51,854
-21,376
| -29% | -$1.53M | 0.55% | 40 |
|
|
2024
Q3 | $6.19M | Sell |
73,230
-887
| -1% | -$75K | 0.87% | 30 |
|
|
2024
Q2 | $5.25M | Sell |
74,117
-14,495
| -16% | -$1.03M | 0.78% | 35 |
|
|
2024
Q1 | $5.66M | Buy |
88,612
+453
| +0.5% | +$29K | 0.84% | 35 |
|
|
2023
Q4 | $5.35M | Buy |
88,159
+45
| +0.1% | +$2.73K | 0.83% | 35 |
|
|
2023
Q3 | $5.05M | Buy |
88,114
+4,830
| +6% | +$277K | 0.93% | 34 |
|
|
2023
Q2 | $6.18M | Sell |
83,284
-183
| -0.2% | -$13.6K | 1.05% | 31 |
|
|
2023
Q1 | $6.43M | Sell |
83,467
-1,210
| -1% | -$93.3K | 1.17% | 27 |
|
|
2022
Q4 | $7.08M | Buy |
84,677
+151
| +0.2% | +$12.6K | 1.35% | 25 |
|
|
2022
Q3 | $6.63M | Sell |
84,526
-11,101
| -12% | -$870K | 1.37% | 27 |
|
|
2022
Q2 | $7.41M | Sell |
95,627
-14,967
| -14% | -$1.16M | 1.4% | 22 |
|
|
2022
Q1 | $9.37M | Buy |
110,594
+3,196
| +3% | +$271K | 1.54% | 17 |
|
|
2021
Q4 | $10M | Sell |
107,398
-18,198
| -14% | -$1.7M | 1.5% | 18 |
|
|
2021
Q3 | $9.86M | Buy |
125,596
+618
| +0.5% | +$48.5K | 1.61% | 17 |
|
|
2021
Q2 | $9.16M | Buy |
124,978
+866
| +0.7% | +$63.5K | 1.51% | 21 |
|
|
2021
Q1 | $9.38M | Sell |
124,112
-941
| -0.8% | -$71.1K | 1.67% | 16 |
|
|
2020
Q4 | $9.65M | Buy |
125,053
+88,722
| +244% | +$6.85M | 1.79% | 16 |
|
|
2020
Q3 | $10.1M | Sell |
36,331
-385
| -1% | -$107K | 2.12% | 10 |
|
|
2020
Q2 | $8.82M | Sell |
36,716
-1,011
| -3% | -$243K | 2.02% | 11 |
|
|
2020
Q1 | $9.08M | Buy |
37,727
+2,222
| +6% | +$535K | 2.41% | 11 |
|
|
2019
Q4 | $8.6M | Sell |
35,505
-275
| -0.8% | -$66.6K | 2.01% | 12 |
|
|
2019
Q3 | $8.34M | Sell |
35,780
-66
| -0.2% | -$15.4K | 2.17% | 10 |
|
|
2019
Q2 | $7.34M | Sell |
35,846
-115
| -0.3% | -$23.6K | 1.93% | 13 |
|
|
2019
Q1 | $6.95M | Buy |
35,961
+165
| +0.5% | +$31.9K | 1.93% | 11 |
|
|
2018
Q4 | $6.22M | Buy |
35,796
+571
| +2% | +$99.3K | 1.96% | 13 |
|
|
2018
Q3 | $5.9M | Buy |
35,225
+10,593
| +43% | +$1.78M | 1.6% | 17 |
|
|
2018
Q2 | $4.11M | Buy |
24,632
+12,619
| +105% | +$2.11M | 1.2% | 29 |
|
|
2018
Q1 | $1.96M | Buy |
12,013
+5,013
| +72% | +$819K | 0.58% | 50 |
|
|
2017
Q4 | $1.09M | Hold |
7,000
| – | – | 0.32% | 55 |
|
|
2017
Q3 | $1.03M | Hold |
7,000
| – | – | 0.33% | 55 |
|
|
2017
Q2 | $981K | Sell |
7,000
-3,400
| -33% | -$476K | 0.34% | 54 |
|
|
2017
Q1 | $1.34M | Sell |
10,400
-3,000
| -22% | -$385K | 0.48% | 49 |
|
|
2016
Q4 | $1.6M | Hold |
13,400
| – | – | 0.63% | 47 |
|
|
2016
Q3 | $1.64M | Sell |
13,400
-13,082
| -49% | -$1.6M | 0.69% | 47 |
|
|
2016
Q2 | $3.45M | Buy |
+26,482
| New | +$3.45M | 1.46% | 26 |
|