WSCM
Wellington Shields 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 | $1.99M | Buy |
28,637
+700
| +3% | +$48.6K | 0.34% | 69 |
|
|
2025
Q1 | $1.98M | Sell |
27,937
-202,334
| -88% | -$14.3M | 0.36% | 64 |
|
|
2024
Q4 | $2.32M | Buy |
230,271
+197,932
| +612% | +$1.99M | 0.41% | 49 |
|
|
2024
Q3 | $2.73M | Buy |
32,339
+970
| +3% | +$82K | 0.48% | 49 |
|
|
2024
Q2 | $2.22M | Buy |
31,369
+23,756
| +312% | +$1.68M | 0.4% | 54 |
|
|
2024
Q1 | $487K | Sell |
7,613
-450
| -6% | -$28.8K | 0.09% | 156 |
|
|
2023
Q4 | $490K | Sell |
8,063
-1,000
| -11% | -$60.7K | 0.06% | 146 |
|
|
2023
Q3 | $519K | Sell |
9,063
-184
| -2% | -$10.5K | 0.07% | 132 |
|
|
2023
Q2 | $686K | Sell |
9,247
-597
| -6% | -$44.3K | 0.08% | 128 |
|
|
2023
Q1 | $759K | Sell |
9,844
-11,625
| -54% | -$896K | 0.09% | 118 |
|
|
2022
Q4 | $1.79M | Buy |
21,469
+165
| +0.8% | +$13.8K | 0.22% | 61 |
|
|
2022
Q3 | $1.67M | Buy |
21,304
+450
| +2% | +$35.3K | 0.4% | 62 |
|
|
2022
Q2 | $1.62M | Buy |
20,854
+11,825
| +131% | +$916K | 0.2% | 68 |
|
|
2022
Q1 | $765K | Sell |
9,029
-17,915
| -66% | -$1.52M | 0.08% | 140 |
|
|
2021
Q4 | $2.52M | Buy |
26,944
+6,409
| +31% | +$598K | 0.32% | 71 |
|
|
2021
Q3 | $1.61M | Sell |
20,535
-2,979
| -13% | -$234K | 0.22% | 88 |
|
|
2021
Q2 | $1.72M | Hold |
23,514
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $1.78M | Sell |
23,514
-240
| -1% | -$18.1K | 0.17% | 109 |
|
|
2020
Q4 | $1.83M | Buy |
23,754
+18,558
| +357% | +$1.43M | 0.25% | 82 |
|
|
2020
Q3 | $1.44M | Hold |
5,196
| – | – | 0.23% | 80 |
|
|
2020
Q2 | $1.25M | Buy |
5,196
+15
| +0.3% | +$3.6K | 0.2% | 92 |
|
|
2020
Q1 | $1.25M | Hold |
5,181
| – | – | 0.24% | 80 |
|
|
2019
Q4 | $1.26M | Hold |
5,181
| – | – | 0.19% | 105 |
|
|
2019
Q3 | $1.21M | Hold |
5,181
| – | – | 0.2% | 101 |
|
|
2019
Q2 | $1.06M | Buy |
5,181
+20
| +0.4% | +$4.1K | 0.18% | 108 |
|
|
2019
Q1 | $998K | Hold |
5,161
| – | – | 0.17% | 115 |
|
|
2018
Q4 | $897K | Buy |
5,161
+76
| +1% | +$13.2K | 0.17% | 119 |
|
|
2018
Q3 | $852K | Hold |
5,085
| – | – | 0.14% | 149 |
|
|
2018
Q2 | $849K | Buy |
5,085
+250
| +5% | +$41.7K | 0.14% | 142 |
|
|
2018
Q1 | $790K | Sell |
4,835
-187
| -4% | -$30.6K | 0.12% | 166 |
|
|
2017
Q4 | $784K | Buy |
5,022
+187
| +4% | +$29.2K | 0.12% | 170 |
|
|
2017
Q3 | $709K | Sell |
4,835
-1,000
| -17% | -$147K | 0.12% | 167 |
|
|
2017
Q2 | $818K | Hold |
5,835
| – | – | 0.13% | 154 |
|
|
2017
Q1 | $749K | Sell |
5,835
-60
| -1% | -$7.7K | 0.12% | 164 |
|
|
2016
Q4 | $704K | Sell |
5,895
-5,120
| -46% | -$611K | 0.12% | 162 |
|
|
2016
Q3 | $1.35M | Buy |
11,015
+120
| +1% | +$14.7K | 0.23% | 102 |
|
|
2016
Q2 | $1.42M | Sell |
10,895
-500
| -4% | -$65.2K | 0.24% | 87 |
|
|
2016
Q1 | $1.35M | Buy |
11,395
+4,520
| +66% | +$535K | 0.24% | 88 |
|
|
2015
Q4 | $714K | Hold |
6,875
| – | – | 0.12% | 146 |
|
|
2015
Q3 | $671K | Sell |
6,875
-100
| -1% | -$9.76K | 0.12% | 153 |
|
|
2015
Q2 | $684K | Sell |
6,975
-139
| -2% | -$13.6K | 0.1% | 186 |
|
|
2015
Q1 | $740K | Sell |
7,114
-261
| -4% | -$27.1K | 0.11% | 170 |
|
|
2014
Q4 | $784K | Hold |
7,375
| – | – | 0.12% | 162 |
|
|
2014
Q3 | $692K | Hold |
7,375
| – | – | 0.11% | 174 |
|
|
2014
Q2 | $756K | Buy |
7,375
+500
| +7% | +$51.3K | 0.12% | 166 |
|
|
2014
Q1 | $657K | Hold |
6,875
| – | – | 0.11% | 171 |
|
|
2013
Q4 | $589K | Hold |
6,875
| – | – | 0.11% | 177 |
|
|
2013
Q3 | $551K | Hold |
6,875
| – | – | 0.11% | 172 |
|
|
2013
Q2 | $560K | Buy |
+6,875
| New | +$560K | 0.1% | 179 |
|