First American 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 | $10.3M | Buy |
148,330
+5,057
| +4% | +$351K | 0.82% | 31 |
|
|
2025
Q1 | $10.2M | Sell |
143,273
-36,116
| -20% | -$2.56M | 0.93% | 31 |
|
|
2024
Q4 | $12.9M | Buy |
179,389
+1,684
| +0.9% | +$121K | 1.28% | 19 |
|
|
2024
Q3 | $15M | Sell |
177,705
-21,406
| -11% | -$1.81M | 1.49% | 16 |
|
|
2024
Q2 | $14.1M | Buy |
199,111
+54,575
| +38% | +$3.86M | 1.41% | 17 |
|
|
2024
Q1 | $9.24M | Buy |
144,536
+22,992
| +19% | +$1.47M | 0.97% | 32 |
|
|
2023
Q4 | $7.38M | Buy |
121,544
+1,940
| +2% | +$118K | 0.91% | 39 |
|
|
2023
Q3 | $6.85M | Sell |
119,604
-2,455
| -2% | -$141K | 0.97% | 38 |
|
|
2023
Q2 | $9.06M | Buy |
122,059
+2,482
| +2% | +$184K | 1.25% | 22 |
|
|
2023
Q1 | $9.22M | Buy |
119,577
+13,025
| +12% | +$1M | 1.37% | 23 |
|
|
2022
Q4 | $8.91M | Buy |
106,552
+25,944
| +32% | +$2.17M | 1.38% | 22 |
|
|
2022
Q3 | $6.32M | Buy |
80,608
+1,488
| +2% | +$117K | 1.06% | 32 |
|
|
2022
Q2 | $6.13M | Sell |
79,120
-96,398
| -55% | -$7.47M | 0.97% | 41 |
|
|
2022
Q1 | $14.9M | Buy |
175,518
+12,006
| +7% | +$1.02M | 2.05% | 12 |
|
|
2021
Q4 | $15.3M | Buy |
163,512
+7,581
| +5% | +$708K | 2.08% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
+155,931
| New | +$12.2M | 1.85% | 15 |
|