Community Financial Services Group’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 | $5.83M | Buy |
83,974
+1,371
| +2% | +$95.2K | 1.16% | 33 |
|
|
2025
Q1 | $5.86M | Buy |
82,603
+5,599
| +7% | +$397K | 1.27% | 29 |
|
|
2024
Q4 | $5.52M | Buy |
77,004
+2,195
| +3% | +$157K | 1.09% | 29 |
|
|
2024
Q3 | $6.32M | Buy |
74,809
+162
| +0.2% | +$13.7K | 1.29% | 27 |
|
|
2024
Q2 | $5.29M | Buy |
74,647
+3,796
| +5% | +$269K | 1.14% | 30 |
|
|
2024
Q1 | $4.53M | Buy |
+70,851
| New | +$4.53M | 1.03% | 29 |
|
|
2023
Q3 | $697K | Buy |
+12,164
| New | +$697K | 0.18% | 75 |
|
|
2021
Q3 | – | Sell |
-7,984
| Closed | -$585K | – | 108 |
|
|
2021
Q2 | $585K | Hold |
7,984
| – | – | 0.16% | 68 |
|
|
2021
Q1 | $604K | Hold |
7,984
| – | – | 0.18% | 67 |
|
|
2020
Q4 | $616K | Hold |
7,984
| – | – | 0.19% | 60 |
|
|
2020
Q3 | $554K | Hold |
7,984
| – | – | 0.2% | 58 |
|
|
2020
Q2 | $479K | Sell |
7,984
-1,696
| -18% | -$102K | 0.18% | 57 |
|
|
2020
Q1 | $582K | Buy |
9,680
+108
| +1% | +$6.49K | 0.2% | 51 |
|
|
2019
Q4 | $579K | Buy |
9,572
+1,016
| +12% | +$61.5K | 0.15% | 53 |
|
|
2019
Q3 | $498K | Buy |
8,556
+556
| +7% | +$32.4K | 0.14% | 55 |
|
|
2019
Q2 | $410K | Sell |
8,000
-8,000
| -50% | -$410K | 0.14% | 52 |
|
|
2019
Q1 | $773K | Hold |
16,000
| – | – | 0.26% | 44 |
|
|
2018
Q4 | $695K | Hold |
16,000
| – | – | 0.26% | 48 |
|
|
2018
Q3 | $670K | Hold |
16,000
| – | – | 0.23% | 49 |
|
|
2018
Q2 | $668K | Buy |
16,000
+8,000
| +100% | +$334K | 0.24% | 50 |
|
|
2018
Q1 | $327K | Hold |
8,000
| – | – | 0.13% | 54 |
|
|
2017
Q4 | $312K | Hold |
8,000
| – | – | 0.12% | 53 |
|
|
2017
Q3 | $293K | Buy |
+8,000
| New | +$293K | 0.12% | 52 |
|
|
2015
Q4 | – | Sell |
-256
| Closed | -$6K | – | 166 |
|
|
2015
Q3 | $6K | Hold |
256
| – | – | ﹤0.01% | 236 |
|
|
2015
Q2 | $6K | Sell |
256
-52
| -17% | -$1.22K | ﹤0.01% | 247 |
|
|
2015
Q1 | $8K | Buy |
308
+52
| +20% | +$1.35K | ﹤0.01% | 244 |
|
|
2014
Q4 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 243 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$38K | – | 242 |
|
|
2014
Q2 | $38K | Hold |
1,500
| – | – | 0.02% | 133 |
|
|
2014
Q1 | $36K | Buy |
+1,500
| New | +$36K | 0.02% | 135 |
|
|
2013
Q4 | – | Sell |
-2,220
| Closed | -$44K | – | 142 |
|
|
2013
Q3 | $44K | Hold |
2,220
| – | – | 0.02% | 114 |
|
|
2013
Q2 | $45K | Buy |
+2,220
| New | +$45K | 0.03% | 109 |
|