Clearstead Trust’s NextEra Energy, Inc. NEE Stock Holding History

Clearstead Trust’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Buy	24,450 +657	+3%	+$45.6K	0.32%	52
2025 Q1	$1.69M	Buy	23,793 +31	+0.1%	+$2.2K	0.38%	46
2024 Q4	$1.7M	Buy	23,762 +6,456	+37%	+$463K	0.37%	42
2024 Q3	$1.46M	Sell	17,306 -844	-5%	-$71.3K	0.35%	43
2024 Q2	$1.29M	Buy	18,150 +31	+0.2%	+$2.2K	0.32%	48
2024 Q1	$1.16M	Sell	18,119 -857	-5%	-$54.8K	0.3%	53
2023 Q4	$1.15M	Sell	18,976 -90	-0.5%	-$5.47K	0.32%	51
2023 Q3	$1.09M	Sell	19,066 -6,172	-24%	-$354K	0.36%	51
2023 Q2	$1.89M	Buy	25,238 +28	+0.1%	+$2.1K	0.61%	28
2023 Q1	$1.94M	Sell	25,210 -42,171	-63%	-$3.25M	0.62%	31
2022 Q4	$5.63M	Buy	67,381 +1,976	+3%	+$165K	1.88%	12
2022 Q3	$5.13M	Buy	65,405 +17,904	+38%	+$1.4M	1.78%	13
2022 Q2	$3.68M	Buy	47,501 +2,045	+4%	+$158K	2.8%	13
2022 Q1	$3.85M	Buy	45,456 +2,430	+6%	+$206K	2.5%	17
2021 Q4	$4.02M	Sell	43,026 -566	-1%	-$52.8K	2.37%	18
2021 Q3	$3.42M	Buy	43,592 +24,816	+132%	+$1.95M	2.17%	18
2021 Q2	$1.38M	Buy	18,776 +260	+1%	+$19.1K	0.9%	30
2021 Q1	$1.4M	Buy	18,516 +2,216	+14%	+$168K	1.04%	28
2020 Q4	$1.26M	Buy	16,300 +60	+0.4%	+$4.63K	0.75%	40
2020 Q3	$1.13M	Sell	16,240 -40	-0.2%	-$2.78K	0.9%	32
2020 Q2	$977K	Sell	16,280 -30,064	-65%	-$1.8M	0.82%	33
2020 Q1	$2.79M	Sell	46,344 -1,744	-4%	-$105K	2.52%	11
2019 Q4	$2.91M	Sell	48,088 -2,224	-4%	-$135K	2.13%	15
2019 Q3	$2.93M	Buy	50,312 +24	+0%	+$1.4K	2.28%	14
2019 Q2	$2.58M	Buy	50,288 +4,492	+10%	+$230K	2.06%	18
2019 Q1	$2.21M	Buy	45,796 +41,024	+860%	+$1.98M	1.85%	19
2018 Q4	$207K	Buy	4,772 +248	+5%	+$10.8K	0.19%	90
2018 Q3	$190K	Buy	4,524 +124	+3%	+$5.21K	0.15%	92
2018 Q2	$184K	Buy	+4,400	New	+$184K	0.16%	100
2018 Q1	–	Sell	-4,400	Closed	-$172K	–	167
2017 Q4	$172K	Hold	4,400	–	–	0.12%	111
2017 Q3	$161K	Hold	4,400	–	–	0.12%	116
2017 Q2	$154K	Buy	+4,400	New	+$154K	0.12%	106