DWT
Dorsey & Whitney Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
52,692
-2,154
| -4% | -$150K | 0.19% | 109 |
|
|
2025
Q1 | $3.89M | Buy |
54,846
+498
| +0.9% | +$35.3K | 0.22% | 100 |
|
|
2024
Q4 | $3.9M | Buy |
54,348
+22,509
| +71% | +$1.61M | 0.21% | 103 |
|
|
2024
Q3 | $2.69M | Buy |
31,839
+947
| +3% | +$80.1K | 0.14% | 134 |
|
|
2024
Q2 | $2.19M | Buy |
30,892
+2,735
| +10% | +$194K | 0.15% | 124 |
|
|
2024
Q1 | $1.8M | Sell |
28,157
-12,820
| -31% | -$819K | 0.12% | 148 |
|
|
2023
Q4 | $2.49M | Buy |
40,977
+7
| +0% | +$425 | 0.19% | 117 |
|
|
2023
Q3 | $2.35M | Sell |
40,970
-1,165
| -3% | -$66.7K | 0.2% | 117 |
|
|
2023
Q2 | $3.13M | Buy |
42,135
+4,302
| +11% | +$319K | 0.26% | 97 |
|
|
2023
Q1 | $2.92M | Buy |
37,833
+2,429
| +7% | +$187K | 0.27% | 96 |
|
|
2022
Q4 | $2.96M | Buy |
35,404
+2,223
| +7% | +$186K | 0.29% | 86 |
|
|
2022
Q3 | $2.6M | Buy |
33,181
+3,754
| +13% | +$294K | 0.27% | 90 |
|
|
2022
Q2 | $2.28M | Buy |
29,427
+3,687
| +14% | +$286K | 0.23% | 103 |
|
|
2022
Q1 | $2.18M | Buy |
25,740
+50
| +0.2% | +$4.24K | 0.19% | 114 |
|
|
2021
Q4 | $2.4M | Sell |
25,690
-372
| -1% | -$34.7K | 0.2% | 109 |
|
|
2021
Q3 | $2.05M | Sell |
26,062
-123
| -0.5% | -$9.66K | 0.19% | 116 |
|
|
2021
Q2 | $1.92M | Sell |
26,185
-2,856
| -10% | -$209K | 0.18% | 123 |
|
|
2021
Q1 | $2.2M | Buy |
29,041
+5,495
| +23% | +$416K | 0.22% | 109 |
|
|
2020
Q4 | $1.82M | Buy |
23,546
+18,098
| +332% | +$1.4M | 0.21% | 108 |
|
|
2020
Q3 | $1.51M | Buy |
5,448
+221
| +4% | +$61.3K | 0.2% | 118 |
|
|
2020
Q2 | $1.26M | Buy |
5,227
+4
| +0.1% | +$960 | 0.18% | 131 |
|
|
2020
Q1 | $1.26M | Buy |
5,223
+259
| +5% | +$62.3K | 0.21% | 113 |
|
|
2019
Q4 | $1.2M | Buy |
4,964
+27
| +0.5% | +$6.54K | 0.16% | 133 |
|
|
2019
Q3 | $1.15M | Buy |
4,937
+354
| +8% | +$82.5K | 0.17% | 130 |
|
|
2019
Q2 | $939K | Buy |
4,583
+155
| +4% | +$31.8K | 0.15% | 141 |
|
|
2019
Q1 | $857K | Buy |
4,428
+33
| +0.8% | +$6.39K | 0.13% | 139 |
|
|
2018
Q4 | $764K | Buy |
4,395
+80
| +2% | +$13.9K | 0.14% | 141 |
|
|
2018
Q3 | $723K | Sell |
4,315
-166
| -4% | -$27.8K | 0.11% | 149 |
|
|
2018
Q2 | $748K | Buy |
4,481
+58
| +1% | +$9.68K | 0.13% | 143 |
|
|
2018
Q1 | $722K | Buy |
4,423
+557
| +14% | +$90.9K | 0.13% | 130 |
|
|
2017
Q4 | $604K | Buy |
3,866
+85
| +2% | +$13.3K | 0.11% | 142 |
|
|
2017
Q3 | $555K | Buy |
3,781
+11
| +0.3% | +$1.62K | 0.11% | 151 |
|
|
2017
Q2 | $529K | Buy |
3,770
+462
| +14% | +$64.8K | 0.11% | 160 |
|
|
2017
Q1 | $425K | Buy |
3,308
+158
| +5% | +$20.3K | 0.09% | 175 |
|
|
2016
Q4 | $376K | Buy |
3,150
+220
| +8% | +$26.3K | 0.09% | 164 |
|
|
2016
Q3 | $359K | Sell |
2,930
-570
| -16% | -$69.8K | 0.08% | 169 |
|
|
2016
Q2 | $456K | Buy |
3,500
+450
| +15% | +$58.6K | 0.1% | 145 |
|
|
2016
Q1 | $360K | Sell |
3,050
-2
| -0.1% | -$236 | 0.09% | 153 |
|
|
2015
Q4 | $316K | Sell |
3,052
-22
| -0.7% | -$2.28K | 0.08% | 160 |
|
|
2015
Q3 | $300K | Buy |
3,074
+196
| +7% | +$19.1K | 0.08% | 162 |
|
|
2015
Q2 | $283K | Hold |
2,878
| – | – | 0.07% | 184 |
|
|
2015
Q1 | $300K | Hold |
2,878
| – | – | 0.08% | 178 |
|
|
2014
Q4 | $306K | Hold |
2,878
| – | – | 0.08% | 176 |
|
|
2014
Q3 | $270K | Sell |
2,878
-250
| -8% | -$23.5K | 0.07% | 193 |
|
|
2014
Q2 | $320K | Hold |
3,128
| – | – | 0.07% | 176 |
|
|
2014
Q1 | $299K | Buy |
+3,128
| New | +$299K | 0.07% | 175 |
|