Bell Bank’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 | $815K | Buy |
11,737
+1,818
| +18% | +$126K | 0.04% | 115 |
|
|
2025
Q1 | $703K | Sell |
9,919
-215
| -2% | -$15.2K | 0.04% | 111 |
|
|
2024
Q4 | $727K | Buy |
10,134
+529
| +6% | +$37.9K | 0.05% | 117 |
|
|
2024
Q3 | $812K | Buy |
9,605
+189
| +2% | +$16K | 0.1% | 103 |
|
|
2024
Q2 | $667K | Hold |
9,416
| – | – | 0.06% | 115 |
|
|
2024
Q1 | $602K | Sell |
9,416
-68
| -0.7% | -$4.35K | 0.05% | 131 |
|
|
2023
Q4 | $576K | Sell |
9,484
-304
| -3% | -$18.5K | 0.06% | 123 |
|
|
2023
Q3 | $561K | Buy |
9,788
+393
| +4% | +$22.5K | 0.06% | 119 |
|
|
2023
Q2 | $697K | Sell |
9,395
-102
| -1% | -$7.57K | 0.07% | 116 |
|
|
2023
Q1 | $732K | Sell |
9,497
-124
| -1% | -$9.56K | 0.08% | 107 |
|
|
2022
Q4 | $804K | Sell |
9,621
-706
| -7% | -$59K | 0.09% | 104 |
|
|
2022
Q3 | $809K | Sell |
10,327
-10
| -0.1% | -$783 | 0.1% | 104 |
|
|
2022
Q2 | $801K | Buy |
10,337
+1,081
| +12% | +$83.8K | 0.1% | 107 |
|
|
2022
Q1 | $784K | Sell |
9,256
-2,247
| -20% | -$190K | 0.09% | 104 |
|
|
2021
Q4 | $1.07M | Sell |
11,503
-257
| -2% | -$24K | 0.12% | 94 |
|
|
2021
Q3 | $923K | Hold |
11,760
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $862K | Sell |
11,760
-25
| -0.2% | -$1.83K | 0.11% | 97 |
|
|
2021
Q1 | $891K | Buy |
11,785
+327
| +3% | +$24.7K | 0.13% | 94 |
|
|
2020
Q4 | $884K | Buy |
11,458
+1,086
| +10% | +$83.8K | 0.14% | 95 |
|
|
2020
Q3 | $720K | Hold |
10,372
| – | – | 0.13% | 93 |
|
|
2020
Q2 | $623K | Sell |
10,372
-140
| -1% | -$8.41K | 0.12% | 95 |
|
|
2020
Q1 | $632K | Sell |
10,512
-84
| -0.8% | -$5.05K | 0.14% | 85 |
|
|
2019
Q4 | $641K | Sell |
10,596
-240
| -2% | -$14.5K | 0.12% | 93 |
|
|
2019
Q3 | $631K | Hold |
10,836
| – | – | 0.12% | 91 |
|
|
2019
Q2 | $555K | Buy |
10,836
+312
| +3% | +$16K | 0.12% | 93 |
|
|
2019
Q1 | $509K | Buy |
10,524
+132
| +1% | +$6.38K | 0.14% | 97 |
|
|
2018
Q4 | $452K | Sell |
10,392
-32
| -0.3% | -$1.39K | 0.14% | 96 |
|
|
2018
Q3 | $437K | Sell |
10,424
-348
| -3% | -$14.6K | 0.13% | 105 |
|
|
2018
Q2 | $450K | Sell |
10,772
-352
| -3% | -$14.7K | 0.14% | 100 |
|
|
2018
Q1 | $454K | Sell |
11,124
-80
| -0.7% | -$3.27K | 0.14% | 94 |
|
|
2017
Q4 | $437K | Hold |
11,204
| – | – | 0.12% | 93 |
|
|
2017
Q3 | $410K | Sell |
11,204
-320
| -3% | -$11.7K | 0.12% | 87 |
|
|
2017
Q2 | $404K | Sell |
11,524
-16
| -0.1% | -$561 | 0.14% | 89 |
|
|
2017
Q1 | $370K | Sell |
11,540
-432
| -4% | -$13.9K | 0.14% | 88 |
|
|
2016
Q4 | $358K | Sell |
11,972
-376
| -3% | -$11.2K | 0.14% | 84 |
|
|
2016
Q3 | $378K | Sell |
12,348
-108,320
| -90% | -$3.32M | 0.24% | 74 |
|
|
2016
Q2 | $3.93M | Buy |
120,668
+5,420
| +5% | +$177K | 2.26% | 9 |
|
|
2016
Q1 | $3.41M | Buy |
115,248
+5,480
| +5% | +$162K | 2.22% | 12 |
|
|
2015
Q4 | $2.85M | Buy |
109,768
+92,520
| +536% | +$2.4M | 2.05% | 11 |
|
|
2015
Q3 | $421K | Sell |
17,248
-692
| -4% | -$16.9K | 0.33% | 104 |
|
|
2015
Q2 | $440K | Sell |
17,940
-1,064
| -6% | -$26.1K | 0.33% | 108 |
|
|
2015
Q1 | $494K | Buy |
19,004
+500
| +3% | +$13K | 0.35% | 107 |
|
|
2014
Q4 | $492K | Sell |
18,504
-396
| -2% | -$10.5K | 0.34% | 108 |
|
|
2014
Q3 | $444K | Sell |
18,900
-404
| -2% | -$9.49K | 0.32% | 121 |
|
|
2014
Q2 | $495K | Sell |
19,304
-5,844
| -23% | -$150K | 0.35% | 118 |
|
|
2014
Q1 | $601K | Sell |
25,148
-5,288
| -17% | -$126K | 0.4% | 118 |
|
|
2013
Q4 | $651K | Sell |
30,436
-31,536
| -51% | -$675K | 0.34% | 134 |
|
|
2013
Q3 | $1.24M | Sell |
61,972
-5,916
| -9% | -$119K | 0.43% | 90 |
|
|
2013
Q2 | $1.38M | Buy |
+67,888
| New | +$1.38M | 0.48% | 84 |
|