Woodmont Investment Counsel’s NextEra Energy, Inc. NEE Stock Holding History

Woodmont Investment Counsel’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$641K	Sell	9,229 -741	-7%	-$51.4K	0.04%	183
2025 Q1	$707K	Sell	9,970 -149	-1%	-$10.6K	0.05%	164
2024 Q4	$725K	Buy	10,119 +55	+0.5%	+$3.94K	0.05%	158
2024 Q3	$851K	Hold	10,064	–	–	0.06%	144
2024 Q2	$713K	Buy	10,064 +40	+0.4%	+$2.83K	0.06%	153
2024 Q1	$641K	Hold	10,024	–	–	0.05%	168
2023 Q4	$609K	Sell	10,024 -2,027	-17%	-$123K	0.06%	164
2023 Q3	$690K	Sell	12,051 -72	-0.6%	-$4.13K	0.07%	151
2023 Q2	$900K	Sell	12,123 -1,387	-10%	-$103K	0.09%	135
2023 Q1	$1.04M	Buy	13,510 +479	+4%	+$36.9K	0.11%	129
2022 Q4	$1.09M	Hold	13,031	–	–	0.12%	121
2022 Q3	$1.02M	Hold	13,031	–	–	0.13%	125
2022 Q2	$1.01M	Buy	13,031 +50	+0.4%	+$3.87K	0.12%	127
2022 Q1	$1.1M	Buy	12,981 +6,219	+92%	+$527K	0.13%	122
2021 Q4	$631K	Sell	6,762 -11	-0.2%	-$1.03K	0.08%	144
2021 Q3	$532K	Sell	6,773 -75	-1%	-$5.89K	0.08%	147
2021 Q2	$502K	Buy	6,848 +2,253	+49%	+$165K	0.08%	136
2021 Q1	$347K	Buy	4,595 +11	+0.2%	+$831	0.06%	150
2020 Q4	$354K	Hold	4,584	–	–	0.07%	141
2020 Q3	$318K	Hold	4,584	–	–	0.07%	143
2020 Q2	$275K	Hold	4,584	–	–	0.07%	151
2020 Q1	$276K	Hold	4,584	–	–	0.08%	148
2019 Q4	$278K	Hold	4,584	–	–	0.06%	161
2019 Q3	$267K	Hold	4,584	–	–	0.07%	157
2019 Q2	$235K	Hold	4,584	–	–	0.06%	163
2019 Q1	$222K	Buy	+4,584	New	+$222K	0.06%	166
2018 Q1	–	Sell	-5,140	Closed	-$201K	–	182
2017 Q4	$201K	Buy	+5,140	New	+$201K	0.05%	182
2016 Q4	–	Sell	-4,500	Closed	-$138K	–	462
2016 Q3	$138K	Buy	+4,500	New	+$138K	0.04%	189
2016 Q2	–	Sell	-4,400	Closed	-$130K	–	356
2016 Q1	$130K	Hold	4,400	–	–	0.04%	190
2015 Q4	$114K	Sell	4,400 -1,200	-21%	-$31.1K	0.03%	208
2015 Q3	$137K	Hold	5,600	–	–	0.04%	195
2015 Q2	$137K	Buy	+5,600	New	+$137K	0.04%	194