Exchange Bank’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
$951K Sell
13,705
-25
-0.2% -$1.74K 0.75% 38
2025
Q1
$973K Buy
13,730
+56
+0.4% +$3.97K 0.79% 37
2024
Q4
$980K Buy
13,674
+5
+0% +$358 0.79% 36
2024
Q3
$1.16M Sell
13,669
-63
-0.5% -$5.33K 0.95% 35
2024
Q2
$972K Sell
13,732
-31
-0.2% -$2.2K 0.83% 37
2024
Q1
$880K Sell
13,763
-195
-1% -$12.5K 0.72% 39
2023
Q4
$848K Sell
13,958
-71
-0.5% -$4.31K 0.73% 38
2023
Q3
$804K Buy
14,029
+171
+1% +$9.8K 0.77% 36
2023
Q2
$1.03M Buy
+13,858
New +$1.03M 0.99% 32