Bank OZK’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 | $699K | Sell |
10,076
-1,176
| -10% | -$81.6K | 0.27% | 90 |
|
2025
Q1 | $798K | Sell |
11,252
-522
| -4% | -$37K | 0.33% | 85 |
|
2024
Q4 | $844K | Sell |
11,774
-435
| -4% | -$31.2K | 0.35% | 84 |
|
2024
Q3 | $1.03M | Buy |
12,209
+1,300
| +12% | +$110K | 0.43% | 78 |
|
2024
Q2 | $772K | Sell |
10,909
-513
| -4% | -$36.3K | 0.33% | 85 |
|
2024
Q1 | $730K | Sell |
11,422
-1,131
| -9% | -$72.3K | 0.33% | 90 |
|
2023
Q4 | $762K | Sell |
12,553
-524
| -4% | -$31.8K | 0.37% | 81 |
|
2023
Q3 | $749K | Sell |
13,077
-6,886
| -34% | -$394K | 0.41% | 77 |
|
2023
Q2 | $1.48M | Sell |
19,963
-4,231
| -17% | -$314K | 0.71% | 46 |
|
2023
Q1 | $1.86M | Sell |
24,194
-1,022
| -4% | -$78.8K | 0.92% | 37 |
|
2022
Q4 | $2.11M | Sell |
25,216
-610
| -2% | -$51K | 1.04% | 35 |
|
2022
Q3 | $2.03M | Buy |
25,826
+1,067
| +4% | +$83.7K | 1.1% | 31 |
|
2022
Q2 | $1.92M | Sell |
24,759
-159
| -0.6% | -$12.3K | 0.97% | 40 |
|
2022
Q1 | $2.11M | Sell |
24,918
-71
| -0.3% | -$6.02K | 0.9% | 43 |
|
2021
Q4 | $2.33M | Sell |
24,989
-386
| -2% | -$36K | 0.95% | 36 |
|
2021
Q3 | $1.99M | Sell |
25,375
-582
| -2% | -$45.7K | 0.9% | 39 |
|
2021
Q2 | $1.9M | Sell |
25,957
-164
| -0.6% | -$12K | 0.84% | 47 |
|
2021
Q1 | $1.98M | Sell |
26,121
-141
| -0.5% | -$10.7K | 0.91% | 42 |
|
2020
Q4 | $2.03M | Sell |
26,262
-382
| -1% | -$29.5K | 1% | 38 |
|
2020
Q3 | $1.85M | Sell |
26,644
-772
| -3% | -$53.5K | 0.99% | 42 |
|
2020
Q2 | $1.65M | Buy |
27,416
+36
| +0.1% | +$2.16K | 0.94% | 39 |
|
2020
Q1 | $1.65M | Buy |
27,380
+144
| +0.5% | +$8.66K | 0.9% | 33 |
|
2019
Q4 | $1.65M | Buy |
27,236
+3,000
| +12% | +$182K | 0.65% | 44 |
|
2019
Q3 | $1.41M | Buy |
24,236
+492
| +2% | +$28.7K | 0.62% | 48 |
|
2019
Q2 | $1.22M | Buy |
23,744
+1,928
| +9% | +$98.7K | 0.53% | 51 |
|
2019
Q1 | $1.06M | Sell |
21,816
-2,080
| -9% | -$101K | 0.46% | 56 |
|
2018
Q4 | $1.04M | Buy |
23,896
+776
| +3% | +$33.7K | 0.52% | 54 |
|
2018
Q3 | $969K | Buy |
23,120
+136
| +0.6% | +$5.7K | 0.39% | 59 |
|
2018
Q2 | $960K | Buy |
22,984
+17,044
| +287% | +$712K | 0.38% | 58 |
|
2018
Q1 | $243K | Sell |
5,940
-188
| -3% | -$7.69K | 0.1% | 122 |
|
2017
Q4 | $240K | Sell |
6,128
-132
| -2% | -$5.17K | 0.09% | 121 |
|
2017
Q3 | $229K | Sell |
6,260
-100
| -2% | -$3.66K | 0.09% | 111 |
|
2017
Q2 | $223K | Hold |
6,360
| – | – | 0.08% | 127 |
|
2017
Q1 | $204K | Buy |
+6,360
| New | +$204K | 0.07% | 124 |
|
2016
Q3 | – | Sell |
-6,640
| Closed | -$217K | – | 126 |
|
2016
Q2 | $217K | Sell |
6,640
-560
| -8% | -$18.3K | 0.08% | 117 |
|
2016
Q1 | $213K | Buy |
+7,200
| New | +$213K | 0.08% | 127 |
|
2015
Q1 | – | Sell |
-7,600
| Closed | -$202K | – | 130 |
|
2014
Q4 | $202K | Buy |
+7,600
| New | +$202K | 0.07% | 123 |
|