WG
Welch Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1M | Buy |
850,837
+15,826
| +2% | +$1.1M | 2.47% | 18 |
|
|
2025
Q1 | $58.8M | Buy |
835,011
+32,546
| +4% | +$2.29M | 2.59% | 17 |
|
|
2024
Q4 | $57.6M | Sell |
802,465
-5,503
| -0.7% | -$395K | 2.59% | 14 |
|
|
2024
Q3 | $68.3M | Sell |
807,968
-132
| -0% | -$11.2K | 2.97% | 8 |
|
|
2024
Q2 | $57.2M | Buy |
808,100
+13,875
| +2% | +$982K | 2.75% | 13 |
|
|
2024
Q1 | $50.8M | Buy |
794,225
+95,186
| +14% | +$6.08M | 2.52% | 22 |
|
|
2023
Q4 | $42.5M | Buy |
699,039
+35,968
| +5% | +$2.18M | 2.29% | 23 |
|
|
2023
Q3 | $38M | Buy |
663,071
+24,794
| +4% | +$1.42M | 2.25% | 26 |
|
|
2023
Q2 | $47.4M | Buy |
638,277
+11,632
| +2% | +$863K | 2.72% | 17 |
|
|
2023
Q1 | $48.3M | Buy |
626,645
+1,801
| +0.3% | +$139K | 2.81% | 14 |
|
|
2022
Q4 | $52.2M | Buy |
624,844
+9,908
| +2% | +$828K | 2.99% | 9 |
|
|
2022
Q3 | $48.2M | Buy |
614,936
+5,608
| +0.9% | +$440K | 3.14% | 9 |
|
|
2022
Q2 | $47.2M | Buy |
609,328
+26,605
| +5% | +$2.06M | 2.88% | 11 |
|
|
2022
Q1 | $49.4M | Buy |
582,723
+19,868
| +4% | +$1.68M | 2.82% | 10 |
|
|
2021
Q4 | $52.5M | Buy |
562,855
+7,723
| +1% | +$721K | 3.07% | 5 |
|
|
2021
Q3 | $43.6M | Buy |
555,132
+1,151
| +0.2% | +$90.4K | 2.95% | 6 |
|
|
2021
Q2 | $40.6M | Buy |
553,981
+15,463
| +3% | +$1.13M | 2.77% | 10 |
|
|
2021
Q1 | $40.7M | Sell |
538,518
-6,742
| -1% | -$510K | 2.93% | 5 |
|
|
2020
Q4 | $42.1M | Buy |
545,260
+405,437
| +290% | +$31.3M | 3.37% | 4 |
|
|
2020
Q3 | $38.8M | Sell |
139,823
-1,728
| -1% | -$480K | 3.39% | 5 |
|
|
2020
Q2 | $34M | Buy |
141,551
+216
| +0.2% | +$51.9K | 3.18% | 8 |
|
|
2020
Q1 | $34M | Buy |
141,335
+2,076
| +1% | +$500K | 3.63% | 3 |
|
|
2019
Q4 | $33.7M | Sell |
139,259
-2,854
| -2% | -$691K | 3.32% | 4 |
|
|
2019
Q3 | $33.1M | Sell |
142,113
-5,004
| -3% | -$1.17M | 3.4% | 5 |
|
|
2019
Q2 | $30.1M | Sell |
147,117
-2,504
| -2% | -$513K | 3.22% | 10 |
|
|
2019
Q1 | $28.9M | Sell |
149,621
-5,185
| -3% | -$1M | 3.18% | 6 |
|
|
2018
Q4 | $26.9M | Sell |
154,806
-2,465
| -2% | -$428K | 3.3% | 6 |
|
|
2018
Q3 | $26.4K | Buy |
157,271
+1,230
| +0.8% | +$206 | 2.75% | 15 |
|
|
2018
Q2 | $26.1M | Sell |
156,041
-1,583
| -1% | -$264K | 3.25% | 6 |
|
|
2018
Q1 | $25.7M | Buy |
157,624
+32,639
| +26% | +$5.33M | 3.26% | 6 |
|
|
2017
Q4 | $19.5M | Sell |
124,985
-1,223
| -1% | -$191K | 3.03% | 10 |
|
|
2017
Q3 | $18.5M | Sell |
126,208
-3,050
| -2% | -$447K | 3.09% | 7 |
|
|
2017
Q2 | $18.1M | Buy |
129,258
+5,867
| +5% | +$822K | 3.02% | 8 |
|
|
2017
Q1 | $15.8M | Buy |
123,391
+2,461
| +2% | +$316K | 2.98% | 17 |
|
|
2016
Q4 | $14.4M | Buy |
120,930
+2,774
| +2% | +$331K | 2.82% | 24 |
|
|
2016
Q3 | $14.5M | Sell |
118,156
-5,256
| -4% | -$643K | 2.87% | 17 |
|
|
2016
Q2 | $16.1M | Sell |
123,412
-35,110
| -22% | -$4.58M | 3.28% | 6 |
|
|
2016
Q1 | $18.8M | Sell |
158,522
-1,236
| -0.8% | -$146K | 3.13% | 11 |
|
|
2015
Q4 | $16.6M | Buy |
159,758
+1,712
| +1% | +$178K | 2.98% | 15 |
|
|
2015
Q3 | $15.4M | Buy |
158,046
+2,489
| +2% | +$243K | 2.98% | 15 |
|
|
2015
Q2 | $15.2M | Buy |
155,557
+3,853
| +3% | +$378K | 2.89% | 16 |
|
|
2015
Q1 | $15.8K | Sell |
151,704
-789
| -0.5% | -$82 | 2.9% | 11 |
|
|
2014
Q4 | $16.2M | Buy |
152,493
+6,402
| +4% | +$680K | 3.13% | 9 |
|
|
2014
Q3 | $13.7M | Buy |
146,091
+1,838
| +1% | +$173K | 2.84% | 18 |
|
|
2014
Q2 | $14.8M | Buy |
144,253
+860
| +0.6% | +$88.1K | 3.06% | 7 |
|
|
2014
Q1 | $13.7M | Buy |
143,393
+461
| +0.3% | +$44.1K | 3.11% | 5 |
|
|
2013
Q4 | $12.2M | Buy |
142,932
+1,907
| +1% | +$163K | 2.77% | 18 |
|
|
2013
Q3 | $11.3M | Buy |
141,025
+2,553
| +2% | +$205K | 2.78% | 17 |
|
|
2013
Q2 | $11.3M | Buy |
+138,472
| New | +$11.3M | 2.93% | 11 |
|