First National Bank & Trust Co of Newtown’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 | Hold |
32,377
| – | – | 0.45% | 35 |
|
2025
Q1 | $2.29M | Hold |
32,377
| – | – | 0.48% | 33 |
|
2024
Q4 | $2.32M | Hold |
32,377
| – | – | 0.48% | 31 |
|
2024
Q3 | $2.74M | Buy |
32,377
+268
| +0.8% | +$22.7K | 0.52% | 30 |
|
2024
Q2 | $2.27M | Buy |
32,109
+400
| +1% | +$28.3K | 0.46% | 32 |
|
2024
Q1 | $2.03M | Hold |
31,709
| – | – | 0.41% | 33 |
|
2023
Q4 | $1.93M | Buy |
31,709
+300
| +1% | +$18.2K | 0.41% | 31 |
|
2023
Q3 | $1.8M | Sell |
31,409
-1,490
| -5% | -$85.4K | 0.41% | 33 |
|
2023
Q2 | $2.44M | Buy |
32,899
+545
| +2% | +$40.4K | 0.52% | 24 |
|
2023
Q1 | $2.49M | Hold |
32,354
| – | – | 0.55% | 26 |
|
2022
Q4 | $2.7M | Hold |
32,354
| – | – | 0.61% | 25 |
|
2022
Q3 | $2.54M | Hold |
32,354
| – | – | 0.62% | 25 |
|
2022
Q2 | $2.51M | Buy |
32,354
+400
| +1% | +$31K | 0.57% | 26 |
|
2022
Q1 | $2.71M | Hold |
31,954
| – | – | 0.55% | 27 |
|
2021
Q4 | $2.98M | Sell |
31,954
-200
| -0.6% | -$18.7K | 0.57% | 26 |
|
2021
Q3 | $2.52M | Hold |
32,154
| – | – | 0.53% | 29 |
|
2021
Q2 | $2.36M | Buy |
32,154
+6,624
| +26% | +$486K | 0.49% | 30 |
|
2021
Q1 | $1.93M | Hold |
25,530
| – | – | 0.42% | 35 |
|
2020
Q4 | $1.97M | Buy |
25,530
+50
| +0.2% | +$3.86K | 0.44% | 34 |
|
2020
Q3 | $1.77M | Hold |
25,480
| – | – | 0.43% | 33 |
|
2020
Q2 | $1.53M | Sell |
25,480
-456
| -2% | -$27.4K | 0.39% | 35 |
|
2020
Q1 | $1.56M | Sell |
25,936
-400
| -2% | -$24.1K | 0.45% | 32 |
|
2019
Q4 | $1.59M | Hold |
26,336
| – | – | 0.39% | 36 |
|
2019
Q3 | $1.53M | Hold |
26,336
| – | – | 0.41% | 34 |
|
2019
Q2 | $1.35M | Sell |
26,336
-700
| -3% | -$35.9K | 0.37% | 40 |
|
2019
Q1 | $1.31M | Hold |
27,036
| – | – | 0.36% | 44 |
|
2018
Q4 | $1.17M | Sell |
27,036
-2,340
| -8% | -$102K | 0.35% | 47 |
|
2018
Q3 | $1.23M | Sell |
29,376
-960
| -3% | -$40.2K | 0.33% | 53 |
|
2018
Q2 | $1.27M | Hold |
30,336
| – | – | 0.35% | 50 |
|
2018
Q1 | $1.24M | Hold |
30,336
| – | – | 0.34% | 51 |
|
2017
Q4 | $1.18M | Sell |
30,336
-260
| -0.8% | -$10.1K | 0.32% | 54 |
|
2017
Q3 | $1.12M | Sell |
30,596
-2,320
| -7% | -$85K | 0.32% | 53 |
|
2017
Q2 | $1.15M | Hold |
32,916
| – | – | 0.34% | 48 |
|
2017
Q1 | $1.06M | Buy |
32,916
+2,800
| +9% | +$89.8K | 0.31% | 50 |
|
2016
Q4 | $899K | Hold |
30,116
| – | – | 0.28% | 53 |
|
2016
Q3 | $921K | Sell |
30,116
-480
| -2% | -$14.7K | 0.28% | 52 |
|
2016
Q2 | $919K | Hold |
30,596
| – | – | 0.29% | 52 |
|
2016
Q1 | $905K | Sell |
30,596
-2,440
| -7% | -$72.2K | 0.29% | 52 |
|
2015
Q4 | $858K | Sell |
33,036
-780
| -2% | -$20.3K | 0.28% | 53 |
|
2015
Q3 | $825K | Hold |
33,816
| – | – | 0.28% | 55 |
|
2015
Q2 | $829K | Hold |
33,816
| – | – | 0.27% | 55 |
|
2015
Q1 | $880K | Hold |
33,816
| – | – | 0.28% | 53 |
|
2014
Q4 | $899K | Hold |
33,816
| – | – | 0.28% | 54 |
|
2014
Q3 | $794K | Hold |
33,816
| – | – | 0.26% | 55 |
|
2014
Q2 | $794K | Hold |
33,816
| – | – | 0.27% | 54 |
|
2014
Q1 | $809K | Hold |
33,816
| – | – | 0.28% | 54 |
|
2013
Q4 | $724K | Hold |
33,816
| – | – | 0.26% | 54 |
|
2013
Q3 | $677K | Sell |
33,816
-400
| -1% | -$8.01K | 0.25% | 54 |
|
2013
Q2 | $696K | Buy |
+34,216
| New | +$696K | 0.27% | 53 |
|