Wellington Shields & Co’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
14,314
+900
| +7% | +$62.5K | 0.28% | 84 |
|
|
2025
Q1 | $951K | Buy |
13,414
+200
| +2% | +$14.2K | 0.3% | 84 |
|
|
2024
Q4 | $947K | Sell |
13,214
-200
| -1% | -$14.3K | 0.29% | 87 |
|
|
2024
Q3 | $1.13M | Sell |
13,414
-550
| -4% | -$46.5K | 0.34% | 73 |
|
|
2024
Q2 | $989K | Sell |
13,964
-220
| -2% | -$15.6K | 0.32% | 76 |
|
|
2024
Q1 | $906K | Buy |
14,184
+100
| +0.7% | +$6.39K | 0.3% | 81 |
|
|
2023
Q4 | $855K | Sell |
14,084
-1,475
| -9% | -$89.6K | 0.32% | 75 |
|
|
2023
Q3 | $891K | Hold |
15,559
| – | – | 0.22% | 66 |
|
|
2023
Q2 | $1.15M | Sell |
15,559
-650
| -4% | -$48.2K | 0.27% | 50 |
|
|
2023
Q1 | $1.25M | Sell |
16,209
-1,250
| -7% | -$96.4K | 0.28% | 50 |
|
|
2022
Q4 | $1.46M | Buy |
17,459
+1,090
| +7% | +$91.1K | 0.33% | 40 |
|
|
2022
Q3 | $1.28M | Buy |
16,369
+1,269
| +8% | +$99.5K | 0.56% | 42 |
|
|
2022
Q2 | $1.17M | Hold |
15,100
| – | – | 0.28% | 50 |
|
|
2022
Q1 | $1.28M | Hold |
15,100
| – | – | 0.42% | 58 |
|
|
2021
Q4 | $1.41M | Sell |
15,100
-500
| -3% | -$46.7K | 0.28% | 56 |
|
|
2021
Q3 | $1.23M | Buy |
15,600
+500
| +3% | +$39.3K | 0.43% | 59 |
|
|
2021
Q2 | $1.11M | Sell |
15,100
-500
| -3% | -$36.7K | 0.37% | 68 |
|
|
2021
Q1 | $1.18M | Sell |
15,600
-500
| -3% | -$37.8K | 0.42% | 63 |
|
|
2020
Q4 | $1.24M | Buy |
16,100
+500
| +3% | +$38.6K | 0.44% | 52 |
|
|
2020
Q3 | $1.08M | Hold |
15,600
| – | – | 0.45% | 53 |
|
|
2020
Q2 | $937K | Hold |
15,600
| – | – | 0.41% | 61 |
|
|
2020
Q1 | $938K | Hold |
15,600
| – | – | 0.52% | 52 |
|
|
2019
Q4 | $944K | Buy |
+15,600
| New | +$944K | 0.42% | 67 |
|
|
2019
Q3 | – | Sell |
-15,600
| Closed | -$799K | – | 169 |
|
|
2019
Q2 | $799K | Hold |
15,600
| – | – | 0.38% | 76 |
|
|
2019
Q1 | $754K | Hold |
15,600
| – | – | 0.38% | 76 |
|
|
2018
Q4 | $678K | Buy |
15,600
+2,000
| +15% | +$86.9K | 0.39% | 69 |
|
|
2018
Q3 | $570K | Hold |
13,600
| – | – | 0.31% | 73 |
|
|
2018
Q2 | $568K | Hold |
13,600
| – | – | 0.29% | 76 |
|
|
2018
Q1 | $555K | Hold |
13,600
| – | – | 0.3% | 79 |
|
|
2017
Q4 | $531K | Hold |
13,600
| – | – | 0.29% | 81 |
|
|
2017
Q3 | $498K | Hold |
13,600
| – | – | 0.16% | 80 |
|
|
2017
Q2 | $476K | Hold |
13,600
| – | – | 0.16% | 74 |
|
|
2017
Q1 | $436K | Hold |
13,600
| – | – | 0.13% | 72 |
|
|
2016
Q4 | $406K | Hold |
13,600
| – | – | 0.21% | 73 |
|
|
2016
Q3 | $416K | Hold |
13,600
| – | – | 0.21% | 67 |
|
|
2016
Q2 | $443K | Hold |
13,600
| – | – | 0.28% | 59 |
|
|
2016
Q1 | $402K | Hold |
13,600
| – | – | 0.27% | 57 |
|
|
2015
Q4 | $353K | Hold |
13,600
| – | – | 0.23% | 63 |
|
|
2015
Q3 | $332K | Hold |
13,600
| – | – | 0.25% | 62 |
|
|
2015
Q2 | $333K | Hold |
13,600
| – | – | 0.11% | 73 |
|
|
2015
Q1 | $354K | Hold |
13,600
| – | – | 0.21% | 70 |
|
|
2014
Q4 | $361K | Buy |
13,600
+4,000
| +42% | +$106K | 0.21% | 73 |
|
|
2014
Q3 | $225K | Sell |
9,600
-4,000
| -29% | -$93.8K | 0.14% | 96 |
|
|
2014
Q2 | $348K | Hold |
13,600
| – | – | 0.22% | 84 |
|
|
2014
Q1 | $325K | Hold |
13,600
| – | – | 0.21% | 81 |
|
|
2013
Q4 | $291K | Buy |
13,600
+2,000
| +17% | +$42.8K | 0.2% | 82 |
|
|
2013
Q3 | $232K | Hold |
11,600
| – | – | 0.18% | 86 |
|
|
2013
Q2 | $236 | Buy |
+11,600
| New | +$236 | 0.01% | 95 |
|