CT
Coastline Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
7,165
+300
| +4% | +$20.8K | 0.06% | 154 |
|
|
2025
Q1 | $487K | Sell |
6,865
-180
| -3% | -$12.8K | 0.06% | 155 |
|
|
2024
Q4 | $505K | Sell |
7,045
-184
| -3% | -$13.2K | 0.06% | 153 |
|
|
2024
Q3 | $611K | Sell |
7,229
-6,499
| -47% | -$549K | 0.07% | 152 |
|
|
2024
Q2 | $972K | Sell |
13,728
-35
| -0.3% | -$2.48K | 0.11% | 136 |
|
|
2024
Q1 | $880K | Sell |
13,763
-20,547
| -60% | -$1.31M | 0.11% | 141 |
|
|
2023
Q4 | $2.08M | Sell |
34,310
-2,422
| -7% | -$147K | 0.28% | 95 |
|
|
2023
Q3 | $2.1M | Sell |
36,732
-8,209
| -18% | -$470K | 0.31% | 83 |
|
|
2023
Q2 | $3.33M | Sell |
44,941
-3,756
| -8% | -$279K | 0.47% | 58 |
|
|
2023
Q1 | $3.75M | Sell |
48,697
-175
| -0.4% | -$13.5K | 0.56% | 51 |
|
|
2022
Q4 | $4.09M | Buy |
48,872
+732
| +2% | +$61.2K | 0.61% | 44 |
|
|
2022
Q3 | $3.77M | Buy |
48,140
+1,465
| +3% | +$115K | 0.6% | 46 |
|
|
2022
Q2 | $3.62M | Buy |
46,675
+1,200
| +3% | +$93K | 0.53% | 64 |
|
|
2022
Q1 | $3.85M | Buy |
45,475
+1,345
| +3% | +$114K | 0.47% | 73 |
|
|
2021
Q4 | $4.12M | Sell |
44,130
-450
| -1% | -$42K | 0.47% | 67 |
|
|
2021
Q3 | $3.5M | Sell |
44,580
-1,980
| -4% | -$155K | 0.44% | 75 |
|
|
2021
Q2 | $3.41M | Sell |
46,560
-1,905
| -4% | -$140K | 0.42% | 81 |
|
|
2021
Q1 | $3.66M | Sell |
48,465
-6,895
| -12% | -$521K | 0.47% | 73 |
|
|
2020
Q4 | $4.27M | Buy |
55,360
+41,515
| +300% | +$3.2M | 0.57% | 57 |
|
|
2020
Q3 | $3.84M | Sell |
13,845
-2,565
| -16% | -$712K | 0.58% | 54 |
|
|
2020
Q2 | $3.94M | Sell |
16,410
-385
| -2% | -$92.5K | 0.62% | 46 |
|
|
2020
Q1 | $4.04M | Sell |
16,795
-2,755
| -14% | -$663K | 0.73% | 40 |
|
|
2019
Q4 | $4.73M | Buy |
19,550
+1,035
| +6% | +$251K | 0.66% | 39 |
|
|
2019
Q3 | $4.31M | Sell |
18,515
-530
| -3% | -$123K | 0.63% | 41 |
|
|
2019
Q2 | $3.9M | Sell |
19,045
-480
| -2% | -$98.3K | 0.57% | 54 |
|
|
2019
Q1 | $3.78M | Sell |
19,525
-325
| -2% | -$62.8K | 0.56% | 54 |
|
|
2018
Q4 | $3.45M | Buy |
19,850
+120
| +0.6% | +$20.9K | 0.59% | 53 |
|
|
2018
Q3 | $3.31M | Buy |
19,730
+2,200
| +13% | +$369K | 0.47% | 70 |
|
|
2018
Q2 | $2.93M | Sell |
17,530
-625
| -3% | -$104K | 0.44% | 73 |
|
|
2018
Q1 | $2.97M | Sell |
18,155
-5,441
| -23% | -$889K | 0.46% | 72 |
|
|
2017
Q4 | $3.69M | Sell |
23,596
-440
| -2% | -$68.7K | 0.55% | 60 |
|
|
2017
Q3 | $3.52M | Sell |
24,036
-1,395
| -5% | -$204K | 0.61% | 53 |
|
|
2017
Q2 | $3.56M | Sell |
25,431
-180
| -0.7% | -$25.2K | 0.65% | 47 |
|
|
2017
Q1 | $3.29M | Sell |
25,611
-455
| -2% | -$58.4K | 0.61% | 51 |
|
|
2016
Q4 | $3.11M | Sell |
26,066
-25
| -0.1% | -$2.99K | 0.61% | 52 |
|
|
2016
Q3 | $3.19M | Sell |
26,091
-200
| -0.8% | -$24.5K | 0.62% | 50 |
|
|
2016
Q2 | $3.43M | Sell |
26,291
-145
| -0.5% | -$18.9K | 0.69% | 42 |
|
|
2016
Q1 | $3.13M | Buy |
26,436
+200
| +0.8% | +$23.7K | 0.67% | 43 |
|
|
2015
Q4 | $2.73M | Buy |
26,236
+742
| +3% | +$77.1K | 0.6% | 60 |
|
|
2015
Q3 | $2.49M | Buy |
25,494
+485
| +2% | +$47.3K | 0.57% | 62 |
|
|
2015
Q2 | $2.45M | Buy |
25,009
+55
| +0.2% | +$5.39K | 0.51% | 76 |
|
|
2015
Q1 | $2.6M | Sell |
24,954
-50
| -0.2% | -$5.2K | 0.53% | 71 |
|
|
2014
Q4 | $2.66M | Buy |
25,004
+7,999
| +47% | +$850K | 0.56% | 67 |
|
|
2014
Q3 | $1.6M | Sell |
17,005
-50
| -0.3% | -$4.69K | 0.42% | 97 |
|
|
2014
Q2 | $1.75M | Sell |
17,055
-175
| -1% | -$17.9K | 0.45% | 90 |
|
|
2014
Q1 | $1.65M | Hold |
17,230
| – | – | 0.44% | 92 |
|
|
2013
Q4 | $1.48M | Hold |
17,230
| – | – | 0.4% | 103 |
|
|
2013
Q3 | $1.38M | Buy |
17,230
+50
| +0.3% | +$4.01K | 0.41% | 97 |
|
|
2013
Q2 | $1.4M | Buy |
+17,180
| New | +$1.4M | 0.43% | 93 |
|