Wilbanks Smith & Thomas Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.92M | Buy |
45,653
+938
| +2% | +$59.9K | 0.08% | 144 |
|
|
2023
Q4 | $2.72M | Buy |
44,715
+9,026
| +25% | +$548K | 0.08% | 142 |
|
|
2023
Q3 | $2.04M | Buy |
35,689
+5,724
| +19% | +$328K | 0.07% | 151 |
|
|
2023
Q2 | $2.22M | Buy |
29,965
+264
| +0.9% | +$19.6K | 0.07% | 153 |
|
|
2023
Q1 | $2.29M | Buy |
29,701
+35
| +0.1% | +$2.7K | 0.08% | 143 |
|
|
2022
Q4 | $2.48M | Buy |
29,666
+4,445
| +18% | +$372K | 0.09% | 138 |
|
|
2022
Q3 | $1.98M | Sell |
25,221
-60
| -0.2% | -$4.71K | 0.08% | 148 |
|
|
2022
Q2 | $1.96M | Buy |
25,281
+684
| +3% | +$53K | 0.08% | 156 |
|
|
2022
Q1 | $1.74M | Sell |
24,597
-489
| -2% | -$34.6K | 0.07% | 172 |
|
|
2021
Q4 | $2.34M | Buy |
25,086
+81
| +0.3% | +$7.56K | 0.08% | 151 |
|
|
2021
Q3 | $1.96M | Sell |
25,005
-217
| -0.9% | -$17K | 0.08% | 159 |
|
|
2021
Q2 | $1.85M | Buy |
25,222
+322
| +1% | +$23.6K | 0.07% | 165 |
|
|
2021
Q1 | $1.88M | Buy |
24,900
+583
| +2% | +$44.1K | 0.08% | 157 |
|
|
2020
Q4 | $1.88M | Sell |
24,317
-43
| -0.2% | -$3.32K | 0.09% | 143 |
|
|
2020
Q3 | $1.69M | Sell |
24,360
-1,132
| -4% | -$78.5K | 0.09% | 148 |
|
|
2020
Q2 | $1.53M | Sell |
25,492
-6,968
| -21% | -$418K | 0.09% | 139 |
|
|
2020
Q1 | $1.95M | Sell |
32,460
-2,528
| -7% | -$152K | 0.14% | 113 |
|
|
2019
Q4 | $2.12M | Sell |
34,988
-2,064
| -6% | -$125K | 0.13% | 125 |
|
|
2019
Q3 | $2.16M | Buy |
37,052
+2,884
| +8% | +$168K | 0.14% | 126 |
|
|
2019
Q2 | $1.75M | Sell |
34,168
-1,788
| -5% | -$91.6K | 0.11% | 134 |
|
|
2019
Q1 | $1.74M | Buy |
35,956
+18,440
| +105% | +$891K | 0.11% | 137 |
|
|
2018
Q4 | $761K | Sell |
17,516
-840
| -5% | -$36.5K | 0.05% | 168 |
|
|
2018
Q3 | $769K | Buy |
18,356
+312
| +2% | +$13.1K | 0.05% | 188 |
|
|
2018
Q2 | $754K | Buy |
18,044
+1,672
| +10% | +$69.9K | 0.06% | 161 |
|
|
2018
Q1 | $669K | Sell |
16,372
-732
| -4% | -$29.9K | 0.05% | 166 |
|
|
2017
Q4 | $668K | Buy |
17,104
+4,184
| +32% | +$163K | 0.05% | 167 |
|
|
2017
Q3 | $473K | Buy |
12,920
+48
| +0.4% | +$1.76K | 0.04% | 196 |
|
|
2017
Q2 | $451K | Sell |
12,872
-124
| -1% | -$4.35K | 0.04% | 193 |
|
|
2017
Q1 | $417K | Buy |
12,996
+16
| +0.1% | +$513 | 0.04% | 192 |
|
|
2016
Q4 | $388K | Buy |
12,980
+644
| +5% | +$19.3K | 0.03% | 189 |
|
|
2016
Q3 | $377K | Buy |
12,336
+948
| +8% | +$29K | 0.04% | 192 |
|
|
2016
Q2 | $371K | Buy |
11,388
+16
| +0.1% | +$521 | 0.04% | 192 |
|
|
2016
Q1 | $336K | Buy |
11,372
+552
| +5% | +$16.3K | 0.04% | 206 |
|
|
2015
Q4 | $281K | Buy |
10,820
+1,216
| +13% | +$31.6K | 0.03% | 210 |
|
|
2015
Q3 | $234K | Sell |
9,604
-324
| -3% | -$7.89K | 0.03% | 234 |
|
|
2015
Q2 | $243K | Buy |
9,928
+688
| +7% | +$16.8K | 0.02% | 267 |
|
|
2015
Q1 | $240K | Sell |
9,240
-1,280
| -12% | -$33.2K | 0.02% | 269 |
|
|
2014
Q4 | $280K | Buy |
10,520
+12
| +0.1% | +$319 | 0.03% | 245 |
|
|
2014
Q3 | $247K | Sell |
10,508
-2,512
| -19% | -$59K | 0.03% | 246 |
|
|
2014
Q2 | $334K | Buy |
13,020
+2,420
| +23% | +$62.1K | 0.04% | 209 |
|
|
2014
Q1 | $253K | Sell |
10,600
-156
| -1% | -$3.72K | 0.03% | 240 |
|
|
2013
Q4 | $230K | Sell |
10,756
-1,784
| -14% | -$38.1K | 0.03% | 247 |
|
|
2013
Q3 | $251K | Buy |
12,540
+2,576
| +26% | +$51.6K | 0.03% | 230 |
|
|
2013
Q2 | $203K | Buy |
+9,964
| New | +$203K | 0.03% | 238 |
|