DT
Diversified Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
36,283
-1,157
| -3% | -$80.3K | 0.06% | 196 |
|
|
2025
Q1 | $2.65M | Buy |
37,440
+4,986
| +15% | +$353K | 0.07% | 171 |
|
|
2024
Q4 | $2.33M | Buy |
32,454
+1,652
| +5% | +$118K | 0.06% | 199 |
|
|
2024
Q3 | $2.6M | Buy |
30,802
+3,417
| +12% | +$289K | 0.07% | 186 |
|
|
2024
Q2 | $1.94M | Buy |
27,385
+489
| +2% | +$34.6K | 0.05% | 212 |
|
|
2024
Q1 | $1.72M | Sell |
26,896
-18,973
| -41% | -$1.21M | 0.05% | 216 |
|
|
2023
Q4 | $2.79M | Sell |
45,869
-4,278
| -9% | -$260K | 0.09% | 122 |
|
|
2023
Q3 | $2.87M | Buy |
50,147
+4,447
| +10% | +$255K | 0.11% | 108 |
|
|
2023
Q2 | $3.39M | Sell |
45,700
-399
| -0.9% | -$29.6K | 0.12% | 97 |
|
|
2023
Q1 | $3.55M | Buy |
46,099
+4,573
| +11% | +$352K | 0.14% | 91 |
|
|
2022
Q4 | $3.47M | Buy |
41,526
+12,877
| +45% | +$1.08M | 0.14% | 88 |
|
|
2022
Q3 | $2.25M | Buy |
28,649
+10,861
| +61% | +$852K | 0.1% | 104 |
|
|
2022
Q2 | $1.38M | Buy |
17,788
+380
| +2% | +$29.4K | 0.06% | 166 |
|
|
2022
Q1 | $1.48M | Sell |
17,408
-117
| -0.7% | -$9.91K | 0.05% | 185 |
|
|
2021
Q4 | $1.64M | Sell |
17,525
-1,073
| -6% | -$100K | 0.05% | 179 |
|
|
2021
Q3 | $1.46M | Buy |
18,598
+1,953
| +12% | +$153K | 0.05% | 176 |
|
|
2021
Q2 | $1.22M | Sell |
16,645
-7,336
| -31% | -$538K | 0.04% | 204 |
|
|
2021
Q1 | $1.81M | Buy |
23,981
+3,239
| +16% | +$245K | 0.07% | 137 |
|
|
2020
Q4 | $1.6M | Buy |
20,742
+15,378
| +287% | +$1.19M | 0.06% | 143 |
|
|
2020
Q3 | $1.49M | Buy |
5,364
+1,653
| +45% | +$459K | 0.07% | 135 |
|
|
2020
Q2 | $891K | Sell |
3,711
-523
| -12% | -$126K | 0.05% | 172 |
|
|
2020
Q1 | $1.02M | Sell |
4,234
-48
| -1% | -$11.6K | 0.06% | 128 |
|
|
2019
Q4 | $1.04M | Buy |
4,282
+3,365
| +367% | +$815K | 0.05% | 140 |
|
|
2019
Q3 | $214K | Buy |
+917
| New | +$214K | 0.01% | 326 |
|