Equitable 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
58,022
-952
| -2% | -$66.1K | 0.2% | 92 |
|
|
2025
Q1 | $4.18M | Buy |
58,974
+14,897
| +34% | +$1.06M | 0.23% | 85 |
|
|
2024
Q4 | $3.16M | Buy |
44,077
+3,438
| +8% | +$246K | 0.18% | 111 |
|
|
2024
Q3 | $3.44M | Buy |
40,639
+7,036
| +21% | +$595K | 0.22% | 99 |
|
|
2024
Q2 | $2.38M | Buy |
33,603
+466
| +1% | +$33K | 0.16% | 122 |
|
|
2024
Q1 | $2.12M | Buy |
33,137
+636
| +2% | +$40.6K | 0.15% | 127 |
|
|
2023
Q4 | $1.97M | Sell |
32,501
-6,318
| -16% | -$384K | 0.15% | 123 |
|
|
2023
Q3 | $2.22M | Buy |
38,819
+863
| +2% | +$49.4K | 0.18% | 103 |
|
|
2023
Q2 | $2.82M | Sell |
37,956
-159
| -0.4% | -$11.8K | 0.22% | 88 |
|
|
2023
Q1 | $2.94M | Buy |
38,115
+2,377
| +7% | +$183K | 0.23% | 84 |
|
|
2022
Q4 | $2.99M | Buy |
35,738
+2,397
| +7% | +$200K | 0.24% | 89 |
|
|
2022
Q3 | $2.62M | Hold |
33,341
| – | – | 0.22% | 99 |
|
|
2022
Q2 | $2.58M | Buy |
33,341
+12,084
| +57% | +$936K | 0.19% | 104 |
|
|
2022
Q1 | $1.8M | Buy |
21,257
+1,650
| +8% | +$140K | 0.12% | 146 |
|
|
2021
Q4 | $1.83M | Buy |
19,607
+154
| +0.8% | +$14.4K | 0.11% | 147 |
|
|
2021
Q3 | $1.53M | Sell |
19,453
-200
| -1% | -$15.7K | 0.1% | 149 |
|
|
2021
Q2 | $1.44M | Buy |
19,653
+2,161
| +12% | +$158K | 0.09% | 161 |
|
|
2021
Q1 | $1.32M | Buy |
17,492
+24
| +0.1% | +$1.82K | 0.1% | 156 |
|
|
2020
Q4 | $1.35M | Hold |
17,468
| – | – | 0.1% | 154 |
|
|
2020
Q3 | $1.21M | Sell |
17,468
-2,276
| -12% | -$158K | 0.1% | 151 |
|
|
2020
Q2 | $1.19M | Buy |
19,744
+2,160
| +12% | +$130K | 0.11% | 144 |
|
|
2020
Q1 | $1.06M | Buy |
17,584
+88
| +0.5% | +$5.3K | 0.12% | 144 |
|
|
2019
Q4 | $1.06M | Sell |
17,496
-1,124
| -6% | -$68K | 0.1% | 143 |
|
|
2019
Q3 | $1.09M | Hold |
18,620
| – | – | 0.11% | 141 |
|
|
2019
Q2 | $954K | Buy |
18,620
+392
| +2% | +$20.1K | 0.1% | 155 |
|
|
2019
Q1 | $881K | Buy |
18,228
+732
| +4% | +$35.4K | 0.1% | 157 |
|
|
2018
Q4 | $760K | Hold |
17,496
| – | – | 0.1% | 162 |
|
|
2018
Q3 | $733K | Sell |
17,496
-116
| -0.7% | -$4.86K | 0.09% | 172 |
|
|
2018
Q2 | $735K | Buy |
+17,612
| New | +$735K | 0.09% | 160 |
|