Bank of Stockton’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 | $775K | Sell |
11,162
-42
| -0.4% | -$2.92K | 0.23% | 62 |
|
|
2025
Q1 | $794K | Sell |
11,204
-670
| -6% | -$47.5K | 0.25% | 61 |
|
|
2024
Q4 | $851K | Sell |
11,874
-33
| -0.3% | -$2.37K | 0.26% | 56 |
|
|
2024
Q3 | $1.01M | Sell |
11,907
-814
| -6% | -$68.8K | 0.3% | 50 |
|
|
2024
Q2 | $901K | Sell |
12,721
-716
| -5% | -$50.7K | 0.29% | 51 |
|
|
2024
Q1 | $859K | Sell |
13,437
-317
| -2% | -$20.3K | 0.27% | 54 |
|
|
2023
Q4 | $788K | Sell |
13,754
-601
| -4% | -$34.4K | 0.26% | 54 |
|
|
2023
Q3 | $826K | Sell |
14,355
-3,784
| -21% | -$218K | 0.31% | 52 |
|
|
2023
Q2 | $1.35M | Sell |
18,139
-43
| -0.2% | -$3.19K | 0.46% | 38 |
|
|
2023
Q1 | $1.4M | Sell |
18,182
-2,382
| -12% | -$184K | 0.49% | 35 |
|
|
2022
Q4 | $1.72M | Sell |
20,564
-543
| -3% | -$45.4K | 0.6% | 32 |
|
|
2022
Q3 | $1.66M | Sell |
21,107
-1,025
| -5% | -$80.4K | 0.64% | 31 |
|
|
2022
Q2 | $1.71M | Sell |
22,132
-1,458
| -6% | -$113K | 0.64% | 32 |
|
|
2022
Q1 | $2M | Sell |
23,590
-2,352
| -9% | -$199K | 0.62% | 34 |
|
|
2021
Q4 | $2.42M | Sell |
25,942
-500
| -2% | -$46.7K | 0.71% | 30 |
|
|
2021
Q3 | $2.08M | Sell |
26,442
-155
| -0.6% | -$12.2K | 0.64% | 32 |
|
|
2021
Q2 | $1.95M | Sell |
26,597
-1,185
| -4% | -$86.8K | 0.59% | 39 |
|
|
2021
Q1 | $2.1M | Buy |
27,782
+907
| +3% | +$68.6K | 0.7% | 33 |
|
|
2020
Q4 | $2.07M | Sell |
26,875
-965
| -3% | -$74.4K | 0.8% | 27 |
|
|
2020
Q3 | $1.93M | Buy |
27,840
+1,484
| +6% | +$103K | 0.81% | 24 |
|
|
2020
Q2 | $1.58M | Buy |
26,356
+2,288
| +10% | +$137K | 0.69% | 29 |
|
|
2020
Q1 | $1.45M | Sell |
24,068
-20
| -0.1% | -$1.2K | 0.79% | 27 |
|
|
2019
Q4 | $1.46M | Sell |
24,088
-344
| -1% | -$20.8K | 0.62% | 36 |
|
|
2019
Q3 | $1.42M | Buy |
24,432
+2,816
| +13% | +$164K | 0.62% | 37 |
|
|
2019
Q2 | $1.11M | Sell |
21,616
-80
| -0.4% | -$4.1K | 0.56% | 42 |
|
|
2019
Q1 | $1.05M | Buy |
21,696
+200
| +0.9% | +$9.66K | 0.54% | 44 |
|
|
2018
Q4 | $934K | Sell |
21,496
-40
| -0.2% | -$1.74K | 0.57% | 46 |
|
|
2018
Q3 | $902K | Buy |
21,536
+520
| +2% | +$21.8K | 0.46% | 50 |
|
|
2018
Q2 | $877K | Buy |
21,016
+120
| +0.6% | +$5.01K | 0.48% | 48 |
|
|
2018
Q1 | $853K | Buy |
20,896
+160
| +0.8% | +$6.53K | 0.36% | 55 |
|
|
2017
Q4 | $808K | Sell |
20,736
-100
| -0.5% | -$3.9K | 0.33% | 58 |
|
|
2017
Q3 | $762K | Buy |
20,836
+716
| +4% | +$26.2K | 0.35% | 58 |
|
|
2017
Q2 | $704K | Buy |
20,120
+300
| +2% | +$10.5K | 0.32% | 58 |
|
|
2017
Q1 | $635K | Buy |
19,820
+700
| +4% | +$22.4K | 0.29% | 60 |
|
|
2016
Q4 | $571K | Sell |
19,120
-1,460
| -7% | -$43.6K | 0.27% | 60 |
|
|
2016
Q3 | $629K | Sell |
20,580
-1,200
| -6% | -$36.7K | 0.31% | 59 |
|
|
2016
Q2 | $710K | Sell |
21,780
-9,280
| -30% | -$303K | 0.38% | 51 |
|
|
2016
Q1 | $919K | Buy |
31,060
+8,912
| +40% | +$264K | 0.5% | 44 |
|
|
2015
Q4 | $576K | Sell |
22,148
-192
| -0.9% | -$4.99K | 0.33% | 56 |
|
|
2015
Q3 | $544K | Buy |
22,340
+300
| +1% | +$7.31K | 0.33% | 54 |
|
|
2015
Q2 | $540K | Buy |
22,040
+240
| +1% | +$5.88K | 0.3% | 54 |
|
|
2015
Q1 | $567K | Buy |
21,800
+1,900
| +10% | +$49.4K | 0.31% | 58 |
|
|
2014
Q4 | $528K | Buy |
19,900
+1,380
| +7% | +$36.6K | 0.3% | 58 |
|
|
2014
Q3 | $435K | Sell |
18,520
-340
| -2% | -$7.99K | 0.26% | 65 |
|
|
2014
Q2 | $483K | Sell |
18,860
-120
| -0.6% | -$3.07K | 0.28% | 61 |
|
|
2014
Q1 | $453K | Sell |
18,980
-200
| -1% | -$4.77K | 0.28% | 64 |
|
|
2013
Q4 | $411K | Sell |
19,180
-620
| -3% | -$13.3K | 0.26% | 70 |
|
|
2013
Q3 | $397K | Buy |
19,800
+1,200
| +6% | +$24.1K | 0.28% | 69 |
|
|
2013
Q2 | $379K | Buy |
+18,600
| New | +$379K | 0.3% | 73 |
|