Davidson Trust Company’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 | $1.37M | Sell |
19,679
-1,049
| -5% | -$72.8K | 0.63% | 46 |
|
|
2025
Q1 | $1.47M | Sell |
20,728
-1,394
| -6% | -$98.8K | 0.7% | 37 |
|
|
2024
Q4 | $1.59M | Buy |
22,122
+1,237
| +6% | +$88.7K | 0.82% | 35 |
|
|
2024
Q3 | $1.77M | Buy |
20,885
+1,313
| +7% | +$111K | 0.91% | 27 |
|
|
2024
Q2 | $1.39M | Buy |
19,572
+1,861
| +11% | +$132K | 0.96% | 33 |
|
|
2024
Q1 | $1.13M | Buy |
17,711
+802
| +5% | +$51.3K | 0.66% | 39 |
|
|
2023
Q4 | $1.03M | Sell |
16,909
-1,656
| -9% | -$101K | 0.66% | 41 |
|
|
2023
Q3 | $1.06M | Buy |
18,565
+164
| +0.9% | +$9.4K | 0.79% | 35 |
|
|
2023
Q2 | $1.37M | Buy |
18,401
+1,692
| +10% | +$126K | 0.99% | 28 |
|
|
2023
Q1 | $1.29M | Buy |
16,709
+488
| +3% | +$37.6K | 0.99% | 30 |
|
|
2022
Q4 | $1.36M | Sell |
16,221
-551
| -3% | -$46.1K | 1.2% | 23 |
|
|
2022
Q3 | $1.32M | Sell |
16,772
-4,014
| -19% | -$315K | 1.26% | 23 |
|
|
2022
Q2 | $1.61M | Sell |
20,786
-21
| -0.1% | -$1.63K | 1.44% | 21 |
|
|
2022
Q1 | $1.76M | Sell |
20,807
-126
| -0.6% | -$10.7K | 1.31% | 22 |
|
|
2021
Q4 | $1.96M | Sell |
20,933
-581
| -3% | -$54.3K | 1.34% | 21 |
|
|
2021
Q3 | $1.69M | Sell |
21,514
-238
| -1% | -$18.7K | 1.29% | 22 |
|
|
2021
Q2 | $1.59M | Sell |
21,752
-496
| -2% | -$36.3K | 1.24% | 21 |
|
|
2021
Q1 | $1.68M | Sell |
22,248
-151
| -0.7% | -$11.4K | 1.41% | 17 |
|
|
2020
Q4 | $1.73M | Sell |
22,399
-3,913
| -15% | -$302K | 1.48% | 16 |
|
|
2020
Q3 | $1.83M | Sell |
26,312
-44
| -0.2% | -$3.05K | 1.66% | 13 |
|
|
2020
Q2 | $1.58M | Buy |
26,356
+332
| +1% | +$19.9K | 1.54% | 17 |
|
|
2020
Q1 | $1.57M | Sell |
26,024
-36
| -0.1% | -$2.17K | 1.93% | 12 |
|
|
2019
Q4 | $1.58M | Buy |
+26,060
| New | +$1.58M | 1.59% | 16 |
|