First Business Financial Services’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 | $2.25M | Buy |
32,379
+5,878
| +22% | +$408K | 0.2% | 51 |
|
|
2025
Q1 | $1.88M | Buy |
26,501
+1,827
| +7% | +$130K | 0.18% | 55 |
|
|
2024
Q4 | $1.77M | Buy |
24,674
+367
| +2% | +$26.3K | 0.17% | 59 |
|
|
2024
Q3 | $2.05M | Buy |
24,307
+2,716
| +13% | +$230K | 0.21% | 48 |
|
|
2024
Q2 | $1.53M | Buy |
21,591
+17,572
| +437% | +$1.24M | 0.16% | 56 |
|
|
2024
Q1 | $257K | Sell |
4,019
-719
| -15% | -$46K | 0.03% | 143 |
|
|
2023
Q4 | $288K | Hold |
4,738
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $271K | Buy |
4,738
+275
| +6% | +$15.8K | 0.03% | 142 |
|
|
2023
Q2 | $331K | Buy |
4,463
+53
| +1% | +$3.93K | 0.04% | 127 |
|
|
2023
Q1 | $340K | Sell |
4,410
-81
| -2% | -$6.24K | 0.04% | 124 |
|
|
2022
Q4 | $375K | Hold |
4,491
| – | – | 0.05% | 114 |
|
|
2022
Q3 | $352K | Hold |
4,491
| – | – | 0.05% | 116 |
|
|
2022
Q2 | $348K | Hold |
4,491
| – | – | 0.05% | 117 |
|
|
2022
Q1 | $380K | Hold |
4,491
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $419K | Buy |
4,491
+600
| +15% | +$56K | 0.04% | 115 |
|
|
2021
Q3 | $306K | Hold |
3,891
| – | – | 0.04% | 130 |
|
|
2021
Q2 | $285K | Buy |
3,891
+375
| +11% | +$27.5K | 0.03% | 134 |
|
|
2021
Q1 | $266K | Hold |
3,516
| – | – | 0.04% | 124 |
|
|
2020
Q4 | $271K | Sell |
3,516
-36
| -1% | -$2.78K | 0.04% | 114 |
|
|
2020
Q3 | $246K | Hold |
3,552
| – | – | 0.04% | 115 |
|
|
2020
Q2 | $213K | Sell |
3,552
-200
| -5% | -$12K | 0.04% | 117 |
|
|
2020
Q1 | $226K | Hold |
3,752
| – | – | 0.05% | 109 |
|
|
2019
Q4 | $227K | Hold |
3,752
| – | – | 0.04% | 122 |
|
|
2019
Q3 | $219K | Buy |
+3,752
| New | +$219K | 0.04% | 114 |
|