CoreFirst Bank & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,800
| Closed | -$243K | – | 274 |
|
|
2024
Q1 | $243K | Sell |
3,800
-60
| -2% | -$3.84K | 0.15% | 112 |
|
|
2023
Q4 | $234K | Sell |
3,860
-90
| -2% | -$5.47K | 0.16% | 112 |
|
|
2023
Q3 | $226K | Sell |
3,950
-1,100
| -22% | -$63K | 0.16% | 114 |
|
|
2023
Q2 | $375K | Sell |
5,050
-980
| -16% | -$72.7K | 0.26% | 90 |
|
|
2023
Q1 | $465K | Hold |
6,030
| – | – | 0.34% | 71 |
|
|
2022
Q4 | $504K | Sell |
6,030
-288
| -5% | -$24.1K | 0.38% | 62 |
|
|
2022
Q3 | $495K | Hold |
6,318
| – | – | 0.43% | 56 |
|
|
2022
Q2 | $489K | Hold |
6,318
| – | – | 0.39% | 59 |
|
|
2022
Q1 | $535K | Buy |
6,318
+200
| +3% | +$16.9K | 0.37% | 66 |
|
|
2021
Q4 | $571K | Hold |
6,118
| – | – | 0.37% | 67 |
|
|
2021
Q3 | $480K | Hold |
6,118
| – | – | 0.33% | 74 |
|
|
2021
Q2 | $448K | Hold |
6,118
| – | – | 0.3% | 78 |
|
|
2021
Q1 | $463K | Hold |
6,118
| – | – | 0.32% | 71 |
|
|
2020
Q4 | $472K | Buy |
+6,118
| New | +$472K | 0.35% | 63 |
|