FineMark National Bank & 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 | $19.3M | Buy |
278,332
+3,999
| +1% | +$278K | 0.66% | 34 |
|
|
2025
Q1 | $19.4M | Sell |
274,333
-330
| -0.1% | -$23.4K | 0.71% | 31 |
|
|
2024
Q4 | $19.7M | Buy |
274,663
+26,326
| +11% | +$1.89M | 0.69% | 33 |
|
|
2024
Q3 | $21M | Buy |
248,337
+5,385
| +2% | +$455K | 0.73% | 33 |
|
|
2024
Q2 | $17.2M | Buy |
242,952
+1,432
| +0.6% | +$101K | 0.63% | 41 |
|
|
2024
Q1 | $15.4M | Buy |
241,520
+6,146
| +3% | +$393K | 0.57% | 47 |
|
|
2023
Q4 | $14.3M | Sell |
235,374
-5,527
| -2% | -$336K | 0.58% | 42 |
|
|
2023
Q3 | $13.8M | Sell |
240,901
-6,381
| -3% | -$366K | 0.6% | 40 |
|
|
2023
Q2 | $18.3M | Buy |
247,282
+742
| +0.3% | +$55.1K | 0.75% | 26 |
|
|
2023
Q1 | $19M | Sell |
246,540
-2,007
| -0.8% | -$155K | 0.81% | 21 |
|
|
2022
Q4 | $20.8M | Sell |
248,547
-5,110
| -2% | -$427K | 0.94% | 18 |
|
|
2022
Q3 | $19.9M | Buy |
253,657
+288
| +0.1% | +$22.6K | 0.95% | 13 |
|
|
2022
Q2 | $19.6M | Buy |
253,369
+3,046
| +1% | +$236K | 0.87% | 18 |
|
|
2022
Q1 | $21.2M | Buy |
250,323
+9,377
| +4% | +$794K | 0.84% | 20 |
|
|
2021
Q4 | $22.5M | Buy |
240,946
+5,209
| +2% | +$486K | 0.85% | 22 |
|
|
2021
Q3 | $18.5M | Buy |
235,737
+2,389
| +1% | +$188K | 0.78% | 23 |
|
|
2021
Q2 | $17.1M | Buy |
233,348
+42,082
| +22% | +$3.08M | 0.69% | 27 |
|
|
2021
Q1 | $14.5M | Buy |
191,266
+42,495
| +29% | +$3.21M | 0.61% | 39 |
|
|
2020
Q4 | $11.5M | Sell |
148,771
-7,025
| -5% | -$542K | 0.51% | 45 |
|
|
2020
Q3 | $10.8M | Sell |
155,796
-4,084
| -3% | -$283K | 0.52% | 43 |
|
|
2020
Q2 | $9.6M | Sell |
159,880
-1,552
| -1% | -$93.2K | 0.53% | 45 |
|
|
2020
Q1 | $9.71M | Sell |
161,432
-2,304
| -1% | -$139K | 0.61% | 38 |
|
|
2019
Q4 | $9.91M | Buy |
163,736
+652
| +0.4% | +$39.5K | 0.5% | 52 |
|
|
2019
Q3 | $9.5M | Buy |
163,084
+5,548
| +4% | +$323K | 0.51% | 50 |
|
|
2019
Q2 | $8.07M | Buy |
157,536
+4,636
| +3% | +$237K | 0.45% | 62 |
|
|
2019
Q1 | $7.39M | Sell |
152,900
-2,228
| -1% | -$108K | 0.43% | 61 |
|
|
2018
Q4 | $6.74M | Sell |
155,128
-2,628
| -2% | -$114K | 0.46% | 59 |
|
|
2018
Q3 | $6.61M | Sell |
157,756
-4,208
| -3% | -$176K | 0.4% | 63 |
|
|
2018
Q2 | $6.76M | Buy |
161,964
+7,704
| +5% | +$322K | 0.41% | 57 |
|
|
2018
Q1 | $6.3M | Sell |
154,260
-9,156
| -6% | -$374K | 0.4% | 60 |
|
|
2017
Q4 | $6.38M | Buy |
163,416
+4,424
| +3% | +$173K | 0.41% | 61 |
|
|
2017
Q3 | $5.83M | Sell |
158,992
-3,932
| -2% | -$144K | 0.39% | 67 |
|
|
2017
Q2 | $5.71M | Sell |
162,924
-23,580
| -13% | -$826K | 0.41% | 65 |
|
|
2017
Q1 | $5.99M | Sell |
186,504
-52,292
| -22% | -$1.68M | 0.44% | 55 |
|
|
2016
Q4 | $7.13M | Buy |
238,796
+11,564
| +5% | +$345K | 0.57% | 41 |
|
|
2016
Q3 | $6.71M | Buy |
227,232
+8,308
| +4% | +$245K | 0.72% | 39 |
|
|
2016
Q2 | $7.14M | Sell |
218,924
-8,504
| -4% | -$277K | 0.8% | 36 |
|
|
2016
Q1 | $6.73M | Buy |
227,428
+121,140
| +114% | +$3.58M | 0.79% | 36 |
|
|
2015
Q4 | $2.76M | Buy |
106,288
+3,092
| +3% | +$80.3K | 0.33% | 82 |
|
|
2015
Q3 | $2.52M | Sell |
103,196
-2,248
| -2% | -$54.8K | 0.34% | 81 |
|
|
2015
Q2 | $2.58M | Sell |
105,444
-2,328
| -2% | -$57.1K | 0.34% | 83 |
|
|
2015
Q1 | $2.8M | Sell |
107,772
-92
| -0.1% | -$2.39K | 0.38% | 73 |
|
|
2014
Q4 | $2.87M | Sell |
107,864
-2,160
| -2% | -$57.4K | 0.42% | 66 |
|
|
2014
Q3 | $2.58M | Buy |
110,024
+4,920
| +5% | +$115K | 0.41% | 62 |
|
|
2014
Q2 | $2.69M | Buy |
105,104
+7,648
| +8% | +$196K | 0.45% | 58 |
|
|
2014
Q1 | $2.33M | Buy |
97,456
+2,148
| +2% | +$51.4K | 0.44% | 55 |
|
|
2013
Q4 | $2.04M | Buy |
95,308
+1,244
| +1% | +$26.6K | 0.42% | 56 |
|
|
2013
Q3 | $1.89M | Sell |
94,064
-10,016
| -10% | -$201K | 0.47% | 49 |
|
|
2013
Q2 | $2.12M | Buy |
+104,080
| New | +$2.12M | 0.64% | 37 |
|