Cape Ann Savings Bank’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $955K | Sell |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $664K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q2 | $203K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $229K | Sell |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $220K | Sell |
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|
2015
Q2 | $224K | Sell |
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|
2015
Q1 | $276K | Hold |
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|
2014
Q4 | $282K | Sell |
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|
2014
Q3 | $252K | Sell |
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|
2014
Q2 | $278K | Hold |
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|
2014
Q1 | $259K | Hold |
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|
2013
Q4 | $232K | Hold |
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|
2013
Q3 | $217K | Sell |
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|
2013
Q2 | $229K | Buy |
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