Colonial 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 | $3.42M | Buy |
49,221
+2,339
| +5% | +$162K | 0.5% | 58 |
|
|
2025
Q1 | $3.32M | Sell |
46,882
-2,863
| -6% | -$203K | 0.52% | 56 |
|
|
2024
Q4 | $3.57M | Buy |
49,745
+2,024
| +4% | +$145K | 0.53% | 56 |
|
|
2024
Q3 | $4.03M | Buy |
47,721
+5,394
| +13% | +$456K | 0.62% | 49 |
|
|
2024
Q2 | $3M | Buy |
42,327
+3,702
| +10% | +$262K | 0.53% | 55 |
|
|
2024
Q1 | $2.47M | Buy |
38,625
+3,456
| +10% | +$221K | 0.46% | 61 |
|
|
2023
Q4 | $2.14M | Buy |
35,169
+9,351
| +36% | +$568K | 0.45% | 58 |
|
|
2023
Q3 | $1.48M | Buy |
25,818
+18,998
| +279% | +$1.09M | 0.37% | 68 |
|
|
2023
Q2 | $506K | Buy |
6,820
+77
| +1% | +$5.71K | 0.12% | 131 |
|
|
2023
Q1 | $520K | Buy |
6,743
+822
| +14% | +$63.4K | 0.13% | 130 |
|
|
2022
Q4 | $495K | Hold |
5,921
| – | – | 0.14% | 123 |
|
|
2022
Q3 | $464K | Buy |
+5,921
| New | +$464K | 0.15% | 129 |
|