Coastline Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
16,137
+2,576
| +19% | +$229K | 0.15% | 98 |
|
|
2025
Q4 | $1.09M | Buy |
13,561
+6,465
| +91% | +$535K | 0.1% | 125 |
|
|
2025
Q3 | $536K | Sell |
7,096
-69
| -1% | -$5.04K | 0.06% | 152 |
|
|
2025
Q2 | $497K | Buy |
7,165
+300
| +4% | +$20.8K | 0.06% | 154 |
|
|
2025
Q1 | $487K | Sell |
6,865
-180
| -3% | -$12.7K | 0.06% | 155 |
|
|
2024
Q4 | $505K | Sell |
7,045
-184
| -3% | -$14.3K | 0.06% | 153 |
|
|
2024
Q3 | $611K | Sell |
7,229
-6,499
| -47% | -$507K | 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% | -$1.2M | 0.11% | 141 |
|
|
2023
Q4 | $2.08M | Sell |
34,310
-2,422
| -7% | -$138K | 0.28% | 95 |
|
|
2023
Q3 | $2.1M | Sell |
36,732
-8,209
| -18% | -$568K | 0.31% | 83 |
|
|
2023
Q2 | $3.33M | Sell |
44,941
-3,756
| -8% | -$284K | 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% | +$59.1K | 0.61% | 44 |
|
|
2022
Q3 | $3.77M | Buy |
48,140
+1,465
| +3% | +$124K | 0.6% | 46 |
|
|
2022
Q2 | $3.62M | Buy |
46,675
+1,200
| +3% | +$91.4K | 0.53% | 64 |
|
|
2022
Q1 | $3.85M | Buy |
45,475
+1,345
| +3% | +$108K | 0.47% | 73 |
|
|
2021
Q4 | $4.12M | Sell |
44,130
-450
| -1% | -$38.9K | 0.47% | 67 |
|
|
2021
Q3 | $3.5M | Sell |
44,580
-1,980
| -4% | -$160K | 0.44% | 75 |
|
|
2021
Q2 | $3.41M | Sell |
46,560
-1,905
| -4% | -$143K | 0.42% | 81 |
|
|
2021
Q1 | $3.66M | Sell |
48,465
-6,895
| -12% | -$538K | 0.47% | 73 |
|
|
2020
Q4 | $4.27M | Sell |
55,360
-20
| -0% | -$1.5K | 0.57% | 57 |
|
|
2020
Q3 | $3.84M | Sell |
55,380
-10,260
| -16% | -$708K | 0.58% | 54 |
|
|
2020
Q2 | $3.94M | Sell |
65,640
-1,540
| -2% | -$92.2K | 0.62% | 46 |
|
|
2020
Q1 | $4.04M | Sell |
67,180
-11,020
| -14% | -$693K | 0.73% | 40 |
|
|
2019
Q4 | $4.73M | Buy |
78,200
+4,140
| +6% | +$242K | 0.66% | 39 |
|
|
2019
Q3 | $4.31M | Sell |
74,060
-2,120
| -3% | -$115K | 0.63% | 41 |
|
|
2019
Q2 | $3.9M | Sell |
76,180
-1,920
| -2% | -$94.5K | 0.57% | 54 |
|
|
2019
Q1 | $3.77M | Sell |
78,100
-1,300
| -2% | -$59.4K | 0.56% | 54 |
|
|
2018
Q4 | $3.45M | Buy |
79,400
+480
| +0.6% | +$21K | 0.59% | 53 |
|
|
2018
Q3 | $3.31M | Buy |
78,920
+8,800
| +13% | +$375K | 0.47% | 70 |
|
|
2018
Q2 | $2.93M | Sell |
70,120
-2,500
| -3% | -$101K | 0.44% | 73 |
|
|
2018
Q1 | $2.97M | Sell |
72,620
-21,764
| -23% | -$839K | 0.46% | 72 |
|
|
2017
Q4 | $3.69M | Sell |
94,384
-1,760
| -2% | -$68K | 0.55% | 60 |
|
|
2017
Q3 | $3.52M | Sell |
96,144
-5,580
| -5% | -$204K | 0.61% | 53 |
|
|
2017
Q2 | $3.56M | Sell |
101,724
-720
| -0.7% | -$24.6K | 0.65% | 47 |
|
|
2017
Q1 | $3.29M | Sell |
102,444
-1,820
| -2% | -$57.2K | 0.61% | 51 |
|
|
2016
Q4 | $3.11M | Sell |
104,264
-100
| -0.1% | -$2.99K | 0.61% | 52 |
|
|
2016
Q3 | $3.19M | Sell |
104,364
-800
| -0.8% | -$25.2K | 0.62% | 50 |
|
|
2016
Q2 | $3.43M | Sell |
105,164
-580
| -0.5% | -$17.4K | 0.69% | 42 |
|
|
2016
Q1 | $3.13M | Buy |
105,744
+800
| +0.8% | +$22.5K | 0.67% | 43 |
|
|
2015
Q4 | $2.73M | Buy |
104,944
+2,968
| +3% | +$75.1K | 0.6% | 60 |
|
|
2015
Q3 | $2.49M | Buy |
101,976
+1,940
| +2% | +$49.3K | 0.57% | 62 |
|
|
2015
Q2 | $2.45M | Buy |
100,036
+220
| +0.2% | +$5.59K | 0.51% | 76 |
|
|
2015
Q1 | $2.6M | Sell |
99,816
-200
| -0.2% | -$5.28K | 0.53% | 71 |
|
|
2014
Q4 | $2.66M | Buy |
100,016
+31,996
| +47% | +$808K | 0.56% | 67 |
|
|
2014
Q3 | $1.6M | Sell |
68,020
-200
| -0.3% | -$4.83K | 0.42% | 97 |
|
|
2014
Q2 | $1.75M | Sell |
68,220
-700
| -1% | -$17K | 0.45% | 90 |
|
|
2014
Q1 | $1.65M | Hold |
68,920
| – | – | 0.44% | 92 |
|
|
2013
Q4 | $1.48M | Hold |
68,920
| – | – | 0.4% | 103 |
|
|
2013
Q3 | $1.38M | Buy |
68,920
+200
| +0.3% | +$4.13K | 0.41% | 97 |
|
|
2013
Q2 | $1.4M | Buy |
+68,720
| New | +$1.36M | 0.43% | 93 |
|
Other funds holding NEE
VCM
VPM
