Farmers & Merchants 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 | $854K | Buy |
12,309
+4,352
| +55% | +$302K | 0.18% | 99 |
|
|
2025
Q1 | $564K | Hold |
7,957
| – | – | 0.14% | 113 |
|
|
2024
Q4 | $570K | Hold |
7,957
| – | – | 0.14% | 110 |
|
|
2024
Q3 | $673K | Sell |
7,957
-46
| -0.6% | -$3.89K | 0.17% | 97 |
|
|
2024
Q2 | $567K | Sell |
8,003
-54
| -0.7% | -$3.82K | 0.15% | 105 |
|
|
2024
Q1 | $515K | Sell |
8,057
-360
| -4% | -$23K | 0.13% | 115 |
|
|
2023
Q4 | $511K | Sell |
8,417
-410
| -5% | -$24.9K | 0.14% | 109 |
|
|
2023
Q3 | $506K | Sell |
8,827
-385
| -4% | -$22.1K | 0.15% | 99 |
|
|
2023
Q2 | $684K | Buy |
9,212
+85
| +0.9% | +$6.31K | 0.18% | 91 |
|
|
2023
Q1 | $704K | Buy |
9,127
+44
| +0.5% | +$3.39K | 0.2% | 88 |
|
|
2022
Q4 | $759K | Hold |
9,083
| – | – | 0.21% | 80 |
|
|
2022
Q3 | $712K | Hold |
9,083
| – | – | 0.22% | 79 |
|
|
2022
Q2 | $704K | Sell |
9,083
-388
| -4% | -$30.1K | 0.21% | 80 |
|
|
2022
Q1 | $802K | Hold |
9,471
| – | – | 0.21% | 81 |
|
|
2021
Q4 | $885K | Buy |
9,471
+718
| +8% | +$67.1K | 0.22% | 77 |
|
|
2021
Q3 | $687K | Hold |
8,753
| – | – | 0.18% | 89 |
|
|
2021
Q2 | $641K | Buy |
8,753
+2,117
| +32% | +$155K | 0.17% | 88 |
|
|
2021
Q1 | $502K | Hold |
6,636
| – | – | 0.17% | 90 |
|
|
2020
Q4 | $512K | Buy |
6,636
+352
| +6% | +$27.2K | 0.19% | 85 |
|
|
2020
Q3 | $436K | Buy |
6,284
+200
| +3% | +$13.9K | 0.18% | 90 |
|
|
2020
Q2 | $365K | Hold |
6,084
| – | – | 0.16% | 94 |
|
|
2020
Q1 | $366K | Hold |
6,084
| – | – | 0.2% | 85 |
|
|
2019
Q4 | $369K | Hold |
6,084
| – | – | 0.15% | 101 |
|
|
2019
Q3 | $354K | Hold |
6,084
| – | – | 0.16% | 106 |
|
|
2019
Q2 | $311K | Buy |
6,084
+100
| +2% | +$5.11K | 0.14% | 114 |
|
|
2019
Q1 | $289K | Buy |
5,984
+152
| +3% | +$7.34K | 0.13% | 118 |
|
|
2018
Q4 | $253K | Buy |
+5,832
| New | +$253K | 0.13% | 118 |
|