Arden Trust’s NextEra Energy, Inc. NEE Stock Holding History

Arden Trust’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$616K	Hold	8,693	–	–	0.09%	125
2024 Q1	$556K	Buy	8,693 +9	+0.1%	+$575	0.08%	135
2023 Q4	$527K	Sell	8,684 -783	-8%	-$47.6K	0.08%	140
2023 Q3	$542K	Sell	9,467 -23,166	-71%	-$1.33M	0.09%	136
2023 Q2	$2.42M	Sell	32,633 -5,574	-15%	-$414K	0.4%	43
2023 Q1	$2.95M	Sell	38,207 -13	-0%	-$1K	0.53%	43
2022 Q4	$3.2M	Sell	38,220 -771	-2%	-$64.5K	0.65%	36
2022 Q3	$3.06M	Buy	38,991 +1,311	+3%	+$103K	0.77%	29
2022 Q2	$2.92M	Sell	37,680 -13,637	-27%	-$1.06M	0.67%	40
2022 Q1	$4.35M	Buy	51,317 +595	+1%	+$50.4K	0.85%	22
2021 Q4	$4.74M	Sell	50,722 -621	-1%	-$58K	0.8%	22
2021 Q3	$4.03M	Sell	51,343 -2,807	-5%	-$220K	0.69%	25
2021 Q2	$3.97M	Sell	54,150 -7,362	-12%	-$539K	0.65%	24
2021 Q1	$4.65M	Sell	61,512 -3,451	-5%	-$261K	0.78%	22
2020 Q4	$5.01M	Sell	64,963 -1,221	-2%	-$94.2K	0.83%	20
2020 Q3	$4.59M	Sell	66,184 -2,548	-4%	-$177K	0.82%	24
2020 Q2	$4.13M	Buy	68,732 +2,528	+4%	+$152K	0.76%	22
2020 Q1	$3.98M	Buy	66,204 +2,300	+4%	+$138K	0.79%	19
2019 Q4	$3.87M	Sell	63,904 -8,960	-12%	-$542K	0.61%	30
2019 Q3	$4.24M	Sell	72,864 -1,124	-2%	-$65.5K	0.69%	26
2019 Q2	$3.79M	Sell	73,988 -3,340	-4%	-$171K	0.64%	31
2019 Q1	$3.74M	Sell	77,328 -412	-0.5%	-$19.9K	0.6%	30
2018 Q4	$3.38M	Sell	77,740 -2,828	-4%	-$123K	0.61%	35
2018 Q3	$3.38M	Sell	80,568 -6,360	-7%	-$267K	0.52%	34
2018 Q2	$3.63M	Sell	86,928 -440	-0.5%	-$18.4K	0.58%	30
2018 Q1	$3.57M	Sell	87,368 -584	-0.7%	-$23.9K	0.55%	29
2017 Q4	$3.43M	Sell	87,952 -1,268	-1%	-$49.5K	0.52%	35
2017 Q3	$3.27M	Sell	89,220 -3,540	-4%	-$130K	0.5%	38
2017 Q2	$3.25M	Sell	92,760 -1,260	-1%	-$44.1K	0.5%	37
2017 Q1	$3.02M	Sell	94,020 -9,088	-9%	-$292K	0.47%	45
2016 Q4	$3.08M	Sell	103,108 -52	-0.1%	-$1.55K	0.47%	44
2016 Q3	$3.15M	Sell	103,160 -141,796	-58%	-$4.34M	0.49%	47
2016 Q2	$7.99K	Sell	244,956 -7,624	-3%	-$249	0.6%	47
2016 Q1	$7.47M	Sell	252,580 -9,232	-4%	-$273K	0.6%	47
2015 Q4	$6.8M	Sell	261,812 -9,152	-3%	-$238K	0.57%	47
2015 Q3	$6.61M	Buy	270,964 +79,592	+42%	+$1.94M	0.55%	45
2015 Q2	$4.69K	Buy	191,372 +580	+0.3%	+$14	0.7%	36
2015 Q1	$4.96K	Buy	190,792 +78,900	+71%	+$2.05K	0.72%	36
2014 Q4	$2.97M	Sell	111,892 -2,740	-2%	-$72.8K	0.41%	49
2014 Q3	$2.69M	Sell	114,632 -908	-0.8%	-$21.3K	0.37%	50
2014 Q2	$2.96M	Sell	115,540 -852	-0.7%	-$21.8K	0.4%	47
2014 Q1	$2.78M	Buy	116,392 +7,472	+7%	+$179K	0.34%	53
2013 Q4	$2.33M	Sell	108,920 -2,980	-3%	-$63.8K	0.28%	71
2013 Q3	$2.24M	Sell	111,900 -9,080	-8%	-$182K	0.29%	67
2013 Q2	$2.46M	Buy	+120,980	New	+$2.46M	0.3%	65