Wendell David Associates’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 | $17.2M | Sell |
248,261
-5,210
| -2% | -$362K | 1.73% | 16 |
|
|
2025
Q1 | $18M | Buy |
253,471
+490
| +0.2% | +$34.7K | 1.79% | 17 |
|
|
2024
Q4 | $18.1M | Sell |
252,981
-100
| -0% | -$7.17K | 1.79% | 16 |
|
|
2024
Q3 | $21.4M | Buy |
253,081
+5,760
| +2% | +$487K | 2.05% | 13 |
|
|
2024
Q2 | $17.5M | Buy |
247,321
+7,207
| +3% | +$510K | 1.78% | 18 |
|
|
2024
Q1 | $15.3M | Buy |
240,114
+4,910
| +2% | +$314K | 1.55% | 22 |
|
|
2023
Q4 | $14.3M | Buy |
235,204
+7,230
| +3% | +$439K | 1.54% | 21 |
|
|
2023
Q3 | $13.1M | Buy |
227,974
+11,377
| +5% | +$652K | 1.54% | 22 |
|
|
2023
Q2 | $16.1M | Sell |
216,597
-2,627
| -1% | -$195K | 1.82% | 18 |
|
|
2023
Q1 | $16.9M | Sell |
219,224
-1,190
| -0.5% | -$91.7K | 2% | 12 |
|
|
2022
Q4 | $18.4M | Sell |
220,414
-940
| -0.4% | -$78.6K | 2.26% | 12 |
|
|
2022
Q3 | $17.4M | Sell |
221,354
-335
| -0.2% | -$26.3K | 2.34% | 11 |
|
|
2022
Q2 | $17.2M | Buy |
221,689
+1,020
| +0.5% | +$79K | 2.18% | 14 |
|
|
2022
Q1 | $18.7M | Sell |
220,669
-245
| -0.1% | -$20.8K | 2.08% | 14 |
|
|
2021
Q4 | $20.6M | Sell |
220,914
-8,351
| -4% | -$780K | 2.09% | 15 |
|
|
2021
Q3 | $18M | Buy |
229,265
+3,830
| +2% | +$301K | 2.01% | 15 |
|
|
2021
Q2 | $16.5M | Buy |
225,435
+5,463
| +2% | +$400K | 1.85% | 17 |
|
|
2021
Q1 | $16.6M | Buy |
219,972
+7,264
| +3% | +$549K | 2% | 17 |
|
|
2020
Q4 | $16.4M | Buy |
212,708
+2,312
| +1% | +$178K | 2.01% | 17 |
|
|
2020
Q3 | $14.6M | Sell |
210,396
-1,540
| -0.7% | -$107K | 1.95% | 16 |
|
|
2020
Q2 | $12.7M | Sell |
211,936
-2,200
| -1% | -$132K | 1.84% | 17 |
|
|
2020
Q1 | $12.9M | Sell |
214,136
-4,820
| -2% | -$290K | 2.18% | 15 |
|
|
2019
Q4 | $13.3M | Sell |
218,956
-300
| -0.1% | -$18.2K | 1.83% | 16 |
|
|
2019
Q3 | $12.8M | Sell |
219,256
-2,000
| -0.9% | -$116K | 1.87% | 15 |
|
|
2019
Q2 | $11.3M | Buy |
221,256
+200
| +0.1% | +$10.2K | 1.7% | 17 |
|
|
2019
Q1 | $10.7M | Buy |
221,056
+3,860
| +2% | +$187K | 1.66% | 17 |
|
|
2018
Q4 | $9.44M | Sell |
217,196
-700
| -0.3% | -$30.4K | 1.7% | 17 |
|
|
2018
Q3 | $9.13M | Buy |
217,896
+3,040
| +1% | +$127K | 1.42% | 20 |
|
|
2018
Q2 | $8.97M | Buy |
214,856
+8,164
| +4% | +$341K | 1.53% | 20 |
|
|
2018
Q1 | $8.44M | Buy |
206,692
+2,660
| +1% | +$109K | 1.52% | 19 |
|
|
2017
Q4 | $7.97M | Buy |
204,032
+2,180
| +1% | +$85.1K | 1.36% | 24 |
|
|
2017
Q3 | $7.4M | Buy |
201,852
+40,000
| +25% | +$1.47M | 1.31% | 24 |
|
|
2017
Q2 | $5.67M | Buy |
161,852
+25,600
| +19% | +$897K | 1.07% | 28 |
|
|
2017
Q1 | $4.37M | Sell |
136,252
-968
| -0.7% | -$31.1K | 0.84% | 36 |
|
|
2016
Q4 | $4.1M | Sell |
137,220
-932
| -0.7% | -$27.8K | 0.81% | 38 |
|
|
2016
Q3 | $4.23M | Sell |
138,152
-2,600
| -2% | -$79.5K | 0.83% | 37 |
|
|
2016
Q2 | $4.57M | Sell |
140,752
-4,480
| -3% | -$146K | 0.9% | 34 |
|
|
2016
Q1 | $4.28M | Sell |
145,232
-8,664
| -6% | -$256K | 0.83% | 36 |
|
|
2015
Q4 | $4M | Buy |
153,896
+1,924
| +1% | +$50K | 0.79% | 38 |
|
|
2015
Q3 | $3.72M | Sell |
151,972
-340
| -0.2% | -$8.33K | 0.76% | 40 |
|
|
2015
Q2 | $3.73M | Sell |
152,312
-2,200
| -1% | -$53.9K | 0.72% | 40 |
|
|
2015
Q1 | $4.02M | Buy |
154,512
+2,916
| +2% | +$75.8K | 0.77% | 40 |
|
|
2014
Q4 | $4.02M | Buy |
151,596
+7,600
| +5% | +$201K | 0.78% | 39 |
|
|
2014
Q3 | $3.38M | Buy |
143,996
+2,000
| +1% | +$47K | 0.71% | 43 |
|
|
2014
Q2 | $3.62M | Sell |
141,996
-3,900
| -3% | -$99.5K | 0.76% | 42 |
|
|
2014
Q1 | $3.5M | Buy |
145,896
+2,132
| +1% | +$51.2K | 0.76% | 43 |
|
|
2013
Q4 | $3.09M | Buy |
143,764
+980
| +0.7% | +$21.1K | 0.68% | 46 |
|
|
2013
Q3 | $2.86M | Sell |
142,784
-2,360
| -2% | -$47.2K | 0.68% | 44 |
|
|
2013
Q2 | $2.94M | Buy |
+145,144
| New | +$2.94M | 0.73% | 42 |
|