CBB
Citizens Business Bank’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
3,275
+50
| +2% | +$3.47K | 0.04% | 97 |
|
|
2025
Q1 | $229K | Buy |
3,225
+1,205
| +60% | +$85.4K | 0.05% | 98 |
|
|
2024
Q4 | $231K | Sell |
2,020
-1,205
| -37% | -$138K | 0.04% | 101 |
|
|
2024
Q3 | $273K | Sell |
3,225
-184
| -5% | -$15.6K | 0.06% | 101 |
|
|
2024
Q2 | $241K | Buy |
3,409
+184
| +6% | +$13K | 0.05% | 98 |
|
|
2024
Q1 | $206K | Buy |
+3,225
| New | +$206K | 0.04% | 107 |
|
|
2023
Q4 | – | Sell |
-6,225
| Closed | -$357K | – | 110 |
|
|
2023
Q3 | $357K | Buy |
6,225
+725
| +13% | +$41.5K | 0.08% | 90 |
|
|
2023
Q2 | $408K | Sell |
5,500
-500
| -8% | -$37.1K | 0.09% | 85 |
|
|
2023
Q1 | $462K | Hold |
6,000
| – | – | 0.11% | 82 |
|
|
2022
Q4 | $502K | Hold |
6,000
| – | – | 0.11% | 80 |
|
|
2022
Q3 | $470K | Sell |
6,000
-42,867
| -88% | -$3.36M | 0.11% | 79 |
|
|
2022
Q2 | $3.78M | Hold |
48,867
| – | – | 0.54% | 50 |
|
|
2022
Q1 | $4.14M | Sell |
48,867
-292
| -0.6% | -$24.7K | 0.5% | 56 |
|
|
2021
Q4 | $4.59M | Buy |
49,159
+82
| +0.2% | +$7.66K | 0.56% | 46 |
|
|
2021
Q3 | $3.85M | Sell |
49,077
-12,415
| -20% | -$975K | 0.51% | 51 |
|
|
2021
Q2 | $4.51M | Hold |
61,492
| – | – | 0.59% | 41 |
|
|
2021
Q1 | $4.65M | Sell |
61,492
-1,000
| -2% | -$75.6K | 0.65% | 38 |
|
|
2020
Q4 | $4.82M | Buy |
62,492
+46,569
| +292% | +$3.59M | 0.71% | 27 |
|
|
2020
Q3 | $4.42M | Sell |
15,923
-1,070
| -6% | -$297K | 0.75% | 31 |
|
|
2020
Q2 | $4.08M | Buy |
16,993
+275
| +2% | +$66K | 0.72% | 33 |
|
|
2020
Q1 | $4.02M | Hold |
16,718
| – | – | 0.83% | 26 |
|
|
2019
Q4 | $4.05M | Sell |
16,718
-650
| -4% | -$157K | 0.67% | 33 |
|
|
2019
Q3 | $4.05M | Sell |
17,368
-369
| -2% | -$86K | 0.67% | 32 |
|
|
2019
Q2 | $3.63M | Sell |
17,737
-25
| -0.1% | -$5.12K | 0.6% | 36 |
|
|
2019
Q1 | $3.43M | Buy |
17,762
+1,516
| +9% | +$293K | 0.59% | 41 |
|
|
2018
Q4 | $2.82M | Hold |
16,246
| – | – | 0.54% | 44 |
|
|
2018
Q3 | $2.72M | Hold |
16,246
| – | – | 0.46% | 55 |
|
|
2018
Q2 | $2.71M | Sell |
16,246
-100
| -0.6% | -$16.7K | 0.47% | 53 |
|
|
2018
Q1 | $2.67M | Hold |
16,346
| – | – | 0.47% | 57 |
|
|
2017
Q4 | $2.55M | Buy |
16,346
+107
| +0.7% | +$16.7K | 0.42% | 65 |
|
|
2017
Q3 | $2.38M | Hold |
16,239
| – | – | 0.4% | 67 |
|
|
2017
Q2 | $2.28M | Hold |
16,239
| – | – | 0.38% | 69 |
|
|
2017
Q1 | $2.09M | Hold |
16,239
| – | – | 0.35% | 75 |
|
|
2016
Q4 | $1.94M | Hold |
16,239
| – | – | 0.35% | 75 |
|
|
2016
Q3 | $1.99M | Sell |
16,239
-220
| -1% | -$26.9K | 0.37% | 74 |
|
|
2016
Q2 | $2.15M | Sell |
16,459
-70
| -0.4% | -$9.13K | 0.4% | 70 |
|
|
2016
Q1 | $1.96M | Sell |
16,529
-66
| -0.4% | -$7.81K | 0.37% | 75 |
|
|
2015
Q4 | $1.72M | Hold |
16,595
| – | – | 0.33% | 82 |
|
|
2015
Q3 | $1.62M | Sell |
16,595
-140
| -0.8% | -$13.7K | 0.3% | 86 |
|
|
2015
Q2 | $1.64M | Sell |
16,735
-117
| -0.7% | -$11.5K | 0.29% | 91 |
|
|
2015
Q1 | $1.75M | Buy |
16,852
+198
| +1% | +$20.6K | 0.31% | 93 |
|
|
2014
Q4 | $1.77M | Sell |
16,654
-100
| -0.6% | -$10.6K | 0.32% | 93 |
|
|
2014
Q3 | $1.57M | Hold |
16,754
| – | – | 0.3% | 92 |
|
|
2014
Q2 | $1.72M | Sell |
16,754
-1,650
| -9% | -$169K | 0.33% | 92 |
|
|
2014
Q1 | $1.76M | Buy |
18,404
+100
| +0.5% | +$9.56K | 0.34% | 95 |
|
|
2013
Q4 | $1.57M | Hold |
18,304
| – | – | 0.32% | 98 |
|
|
2013
Q3 | $1.47M | Sell |
18,304
-752
| -4% | -$60.3K | 0.31% | 90 |
|
|
2013
Q2 | $1.55M | Buy |
+19,056
| New | +$1.55M | 0.35% | 82 |
|