American Trust’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 | $3.23M | Buy |
46,527
+2,641
| +6% | +$183K | 0.3% | 59 |
|
|
2025
Q1 | $3.11M | Sell |
43,886
-982
| -2% | -$69.6K | 0.77% | 39 |
|
|
2024
Q4 | $3.22M | Buy |
44,868
+553
| +1% | +$39.6K | 0.24% | 68 |
|
|
2024
Q3 | $3.75M | Sell |
44,315
-9,200
| -17% | -$778K | 0.31% | 50 |
|
|
2024
Q2 | $3.79M | Sell |
53,515
-2,791
| -5% | -$198K | 0.31% | 53 |
|
|
2024
Q1 | $3.6M | Sell |
56,306
-1,183
| -2% | -$75.6K | 0.3% | 66 |
|
|
2023
Q4 | $3.49M | Sell |
57,489
-1,292
| -2% | -$78.5K | 0.26% | 68 |
|
|
2023
Q3 | $3.37M | Buy |
58,781
+1,742
| +3% | +$99.8K | 0.26% | 64 |
|
|
2023
Q2 | $4.23M | Sell |
57,039
-484
| -0.8% | -$35.9K | 0.29% | 63 |
|
|
2023
Q1 | $4.43M | Buy |
57,523
+6,221
| +12% | +$480K | 0.31% | 63 |
|
|
2022
Q4 | $4.29M | Sell |
51,302
-2,873
| -5% | -$240K | 0.4% | 60 |
|
|
2022
Q3 | $4.25M | Sell |
54,175
-10,347
| -16% | -$811K | 0.36% | 54 |
|
|
2022
Q2 | $5M | Sell |
64,522
-5,372
| -8% | -$416K | 0.4% | 51 |
|
|
2022
Q1 | $5.92M | Sell |
69,894
-729
| -1% | -$61.8K | 0.4% | 47 |
|
|
2021
Q4 | $6.59M | Buy |
+70,623
| New | +$6.59M | 0.5% | 31 |
|