Chicago Trust’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 | $1.71M | Buy |
24,682
+5,928
| +32% | +$412K | 0.24% | 88 |
|
|
2025
Q1 | $1.33M | Sell |
18,754
-1,176
| -6% | -$83.4K | 0.24% | 100 |
|
|
2024
Q4 | $1.43M | Sell |
19,930
-1,928
| -9% | -$138K | 0.25% | 93 |
|
|
2024
Q3 | $1.85M | Buy |
21,858
+2,005
| +10% | +$169K | 0.32% | 81 |
|
|
2024
Q2 | $1.41M | Buy |
19,853
+477
| +2% | +$33.8K | 0.29% | 86 |
|
|
2024
Q1 | $1.24M | Buy |
19,376
+4,159
| +27% | +$266K | 0.26% | 92 |
|
|
2023
Q4 | $924K | Sell |
15,217
-899
| -6% | -$54.6K | 0.21% | 116 |
|
|
2023
Q3 | $923K | Sell |
16,116
-305
| -2% | -$17.5K | 0.23% | 112 |
|
|
2023
Q2 | $1.22M | Buy |
16,421
+233
| +1% | +$17.3K | 0.29% | 90 |
|
|
2023
Q1 | $1.25M | Sell |
16,188
-1,029
| -6% | -$79.3K | 0.31% | 85 |
|
|
2022
Q4 | $1.44M | Sell |
17,217
-696
| -4% | -$58.2K | 0.36% | 71 |
|
|
2022
Q3 | $1.41M | Sell |
17,913
-1,092
| -6% | -$85.7K | 0.36% | 72 |
|
|
2022
Q2 | $1.47M | Buy |
19,005
+1,272
| +7% | +$98.6K | 0.37% | 74 |
|
|
2022
Q1 | $1.5M | Buy |
17,733
+1,590
| +10% | +$135K | 0.32% | 85 |
|
|
2021
Q4 | $1.51M | Buy |
16,143
+559
| +4% | +$52.2K | 0.3% | 92 |
|
|
2021
Q3 | $1.22M | Buy |
15,584
+1,325
| +9% | +$104K | 0.27% | 102 |
|
|
2021
Q2 | $1.05M | Buy |
14,259
+76
| +0.5% | +$5.57K | 0.25% | 111 |
|
|
2021
Q1 | $1.07M | Sell |
14,183
-937
| -6% | -$70.9K | 0.37% | 77 |
|
|
2020
Q4 | $1.17M | Sell |
15,120
-212
| -1% | -$16.4K | 0.4% | 69 |
|
|
2020
Q3 | $1.06M | Sell |
15,332
-7,964
| -34% | -$553K | 0.44% | 64 |
|
|
2020
Q2 | $1.4M | Buy |
23,296
+4,000
| +21% | +$240K | 0.62% | 51 |
|
|
2020
Q1 | $1.16M | Sell |
19,296
-708
| -4% | -$42.6K | 0.59% | 52 |
|
|
2019
Q4 | $1.21M | Sell |
20,004
-108
| -0.5% | -$6.54K | 0.49% | 55 |
|
|
2019
Q3 | $1.17M | Sell |
20,112
-316
| -2% | -$18.4K | 0.49% | 60 |
|
|
2019
Q2 | $1.05K | Buy |
20,428
+4,272
| +26% | +$219 | 0.45% | 64 |
|
|
2019
Q1 | $781 | Buy |
16,156
+532
| +3% | +$26 | 0.34% | 80 |
|
|
2018
Q4 | $679 | Buy |
15,624
+2,468
| +19% | +$107 | 0.32% | 83 |
|
|
2018
Q3 | $551K | Sell |
13,156
-300
| -2% | -$12.6K | 0.22% | 100 |
|
|
2018
Q2 | $562K | Sell |
13,456
-500
| -4% | -$20.9K | 0.24% | 96 |
|
|
2018
Q1 | $570K | Sell |
13,956
-680
| -5% | -$27.8K | 0.24% | 94 |
|
|
2017
Q4 | $572K | Buy |
14,636
+896
| +7% | +$35K | 0.23% | 97 |
|
|
2017
Q3 | $503 | Buy |
13,740
+140
| +1% | +$5 | 0.21% | 99 |
|
|
2017
Q2 | $476 | Sell |
13,600
-860
| -6% | -$30 | 0.21% | 99 |
|
|
2017
Q1 | $464 | Sell |
14,460
-4,100
| -22% | -$132 | 0.21% | 103 |
|
|
2016
Q4 | $555K | Sell |
18,560
-2,500
| -12% | -$74.8K | 0.24% | 99 |
|
|
2016
Q3 | $644K | Sell |
21,060
-6,544
| -24% | -$200K | 0.28% | 93 |
|
|
2016
Q2 | $900K | Sell |
27,604
-3,056
| -10% | -$99.6K | 0.37% | 82 |
|
|
2016
Q1 | $907K | Sell |
30,660
-10,176
| -25% | -$301K | 0.38% | 80 |
|
|
2015
Q4 | $1.06M | Sell |
40,836
-6,620
| -14% | -$172K | 0.41% | 80 |
|
|
2015
Q3 | $1.16M | Sell |
47,456
-9,400
| -17% | -$229K | 0.44% | 74 |
|
|
2015
Q2 | $1.39M | Sell |
56,856
-5,700
| -9% | -$140K | 0.49% | 62 |
|
|
2015
Q1 | $1.63M | Buy |
+62,556
| New | +$1.63M | 0.56% | 58 |
|