ZWJ 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 | $1.5M | Sell |
21,572
-1,113
| -5% | -$77.3K | 0.06% | 103 |
|
|
2025
Q1 | $1.61M | Buy |
22,685
+144
| +0.6% | +$10.2K | 0.07% | 104 |
|
|
2024
Q4 | $1.62M | Sell |
22,541
-524
| -2% | -$37.6K | 0.07% | 100 |
|
|
2024
Q3 | $1.95M | Sell |
23,065
-582
| -2% | -$49.2K | 0.08% | 96 |
|
|
2024
Q2 | $1.67M | Sell |
23,647
-3,000
| -11% | -$212K | 0.07% | 96 |
|
|
2024
Q1 | $1.7M | Buy |
26,647
+3,773
| +16% | +$241K | 0.08% | 93 |
|
|
2023
Q4 | $1.39M | Buy |
22,874
+242
| +1% | +$14.7K | 0.07% | 95 |
|
|
2023
Q3 | $1.3M | Buy |
22,632
+1,241
| +6% | +$71.1K | 0.07% | 97 |
|
|
2023
Q2 | $1.59M | Sell |
21,391
-647
| -3% | -$48K | 0.08% | 91 |
|
|
2023
Q1 | $1.7M | Buy |
22,038
+6,947
| +46% | +$535K | 0.09% | 89 |
|
|
2022
Q4 | $1.26M | Buy |
15,091
+9,184
| +155% | +$768K | 0.07% | 97 |
|
|
2022
Q3 | $463K | Buy |
5,907
+50
| +0.9% | +$3.92K | 0.03% | 128 |
|
|
2022
Q2 | $454K | Buy |
5,857
+800
| +16% | +$62K | 0.03% | 138 |
|
|
2022
Q1 | $428K | Hold |
5,057
| – | – | 0.02% | 131 |
|
|
2021
Q4 | $472K | Buy |
5,057
+250
| +5% | +$23.3K | 0.02% | 131 |
|
|
2021
Q3 | $377K | Hold |
4,807
| – | – | 0.02% | 139 |
|
|
2021
Q2 | $352K | Sell |
4,807
-290
| -6% | -$21.2K | 0.02% | 138 |
|
|
2021
Q1 | $385K | Sell |
5,097
-715
| -12% | -$54K | 0.02% | 138 |
|
|
2020
Q4 | $448K | Hold |
5,812
| – | – | 0.03% | 122 |
|
|
2020
Q3 | $403K | Sell |
5,812
-200
| -3% | -$13.9K | 0.03% | 118 |
|
|
2020
Q2 | $361K | Sell |
6,012
-4,272
| -42% | -$257K | 0.03% | 121 |
|
|
2020
Q1 | $619K | Buy |
10,284
+4,160
| +68% | +$250K | 0.06% | 124 |
|
|
2019
Q4 | $371K | Buy |
6,124
+636
| +12% | +$38.5K | 0.03% | 174 |
|
|
2019
Q3 | $320K | Sell |
5,488
-500
| -8% | -$29.2K | 0.03% | 128 |
|
|
2019
Q2 | $307K | Buy |
5,988
+460
| +8% | +$23.6K | 0.02% | 132 |
|
|
2019
Q1 | $267K | Sell |
5,528
-352
| -6% | -$17K | 0.02% | 140 |
|
|
2018
Q4 | $256K | Buy |
5,880
+392
| +7% | +$17.1K | 0.02% | 144 |
|
|
2018
Q3 | $230K | Hold |
5,488
| – | – | 0.02% | 148 |
|
|
2018
Q2 | $229K | Hold |
5,488
| – | – | 0.02% | 146 |
|
|
2018
Q1 | $224K | Sell |
5,488
-380
| -6% | -$15.5K | 0.02% | 147 |
|
|
2017
Q4 | $229K | Sell |
5,868
-240
| -4% | -$9.37K | 0.02% | 269 |
|
|
2017
Q3 | $224K | Buy |
6,108
+100
| +2% | +$3.67K | 0.02% | 276 |
|
|
2017
Q2 | $210K | Sell |
6,008
-1,100
| -15% | -$38.4K | 0.02% | 285 |
|
|
2017
Q1 | $228K | Buy |
+7,108
| New | +$228K | 0.02% | 288 |
|
|
2016
Q2 | – | Sell |
-6,968
| Closed | -$206K | – | 157 |
|
|
2016
Q1 | $206K | Buy |
+6,968
| New | +$206K | 0.02% | 149 |
|
|
2015
Q2 | – | Sell |
-7,888
| Closed | -$205K | – | 149 |
|
|
2015
Q1 | $205K | Buy |
+7,888
| New | +$205K | 0.02% | 140 |
|