Wilkins Investment Counsel’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 | $2.08M | Sell |
29,985
-2,587
| -8% | -$180K | 0.29% | 59 |
|
2025
Q1 | $2.31M | Sell |
32,572
-393
| -1% | -$27.9K | 0.33% | 55 |
|
2024
Q4 | $2.36M | Hold |
32,965
| – | – | 0.34% | 55 |
|
2024
Q3 | $2.79M | Hold |
32,965
| – | – | 0.39% | 50 |
|
2024
Q2 | $2.33M | Sell |
32,965
-75
| -0.2% | -$5.31K | 0.35% | 56 |
|
2024
Q1 | $2.11M | Buy |
33,040
+8,325
| +34% | +$532K | 0.31% | 58 |
|
2023
Q4 | $1.5M | Buy |
24,715
+1,635
| +7% | +$99.3K | 0.37% | 48 |
|
2023
Q3 | $1.32M | Buy |
23,080
+1,300
| +6% | +$74.5K | 0.36% | 47 |
|
2023
Q2 | $1.62M | Hold |
21,780
| – | – | 0.42% | 44 |
|
2023
Q1 | $1.68M | Sell |
21,780
-1,000
| -4% | -$77.1K | 0.44% | 43 |
|
2022
Q4 | $1.9M | Sell |
22,780
-100
| -0.4% | -$8.36K | 0.5% | 41 |
|
2022
Q3 | $1.79M | Sell |
22,880
-250
| -1% | -$19.6K | 0.52% | 41 |
|
2022
Q2 | $1.79M | Hold |
23,130
| – | – | 0.48% | 42 |
|
2022
Q1 | $1.96M | Sell |
23,130
-4,050
| -15% | -$343K | 0.44% | 45 |
|
2021
Q4 | $2.54M | Hold |
27,180
| – | – | 0.56% | 45 |
|
2021
Q3 | $2.13M | Hold |
27,180
| – | – | 0.52% | 43 |
|
2021
Q2 | $1.99M | Sell |
27,180
-500
| -2% | -$36.6K | 0.49% | 42 |
|
2021
Q1 | $2.09M | Hold |
27,680
| – | – | 0.54% | 40 |
|
2020
Q4 | $2.14M | Hold |
27,680
| – | – | 0.59% | 41 |
|
2020
Q3 | $1.92M | Hold |
27,680
| – | – | 0.57% | 40 |
|
2020
Q2 | $1.66M | Hold |
27,680
| – | – | 0.53% | 41 |
|
2020
Q1 | $1.67M | Hold |
27,680
| – | – | 0.61% | 41 |
|
2019
Q4 | $1.68M | Hold |
27,680
| – | – | 0.48% | 45 |
|
2019
Q3 | $1.61M | Hold |
27,680
| – | – | 0.48% | 45 |
|
2019
Q2 | $1.42M | Sell |
27,680
-2,100
| -7% | -$108K | 0.43% | 48 |
|
2019
Q1 | $1.44M | Sell |
29,780
-1,200
| -4% | -$58K | 0.43% | 46 |
|
2018
Q4 | $1.35M | Sell |
30,980
-800
| -3% | -$34.8K | 0.45% | 45 |
|
2018
Q3 | $1.33M | Hold |
31,780
| – | – | 0.4% | 48 |
|
2018
Q2 | $1.33M | Sell |
31,780
-200
| -0.6% | -$8.35K | 0.42% | 46 |
|
2018
Q1 | $1.31M | Sell |
31,980
-5,800
| -15% | -$237K | 0.41% | 48 |
|
2017
Q4 | $1.48M | Hold |
37,780
| – | – | 0.44% | 49 |
|
2017
Q3 | $1.38M | Hold |
37,780
| – | – | 0.42% | 47 |
|
2017
Q2 | $1.32M | Sell |
37,780
-400
| -1% | -$14K | 0.42% | 47 |
|
2017
Q1 | $1.23M | Hold |
38,180
| – | – | 0.39% | 47 |
|
2016
Q4 | $1.14M | Hold |
38,180
| – | – | 0.36% | 50 |
|
2016
Q3 | $1.17M | Sell |
38,180
-800
| -2% | -$24.5K | 0.39% | 46 |
|
2016
Q2 | $1.27M | Hold |
38,980
| – | – | 0.43% | 45 |
|
2016
Q1 | $1.15M | Hold |
38,980
| – | – | 0.42% | 46 |
|
2015
Q4 | $1.01M | Hold |
38,980
| – | – | 0.38% | 48 |
|
2015
Q3 | $951K | Hold |
38,980
| – | – | 0.36% | 49 |
|
2015
Q2 | $955K | Hold |
38,980
| – | – | 0.35% | 50 |
|
2015
Q1 | $1.01M | Hold |
38,980
| – | – | 0.36% | 48 |
|
2014
Q4 | $1.04M | Hold |
38,980
| – | – | 0.36% | 49 |
|
2014
Q3 | $915K | Sell |
38,980
-1,300
| -3% | -$30.5K | 0.33% | 50 |
|
2014
Q2 | $1.03M | Sell |
40,280
-1,100
| -3% | -$28.2K | 0.36% | 49 |
|
2014
Q1 | $989K | Buy |
41,380
+20,800
| +101% | +$497K | 0.36% | 48 |
|
2013
Q4 | $441K | Sell |
20,580
-1,000
| -5% | -$21.4K | 0.18% | 52 |
|
2013
Q3 | $432K | Sell |
21,580
-420
| -2% | -$8.41K | 0.2% | 50 |
|
2013
Q2 | $448K | Buy |
+22,000
| New | +$448K | 0.21% | 50 |
|