First National 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 | $15.9M | Sell |
228,479
-4,175
| -2% | -$290K | 0.59% | 41 |
|
|
2025
Q1 | $16.5M | Sell |
232,654
-9,635
| -4% | -$683K | 0.66% | 41 |
|
|
2024
Q4 | $17.4M | Buy |
242,289
+2,385
| +1% | +$171K | 0.65% | 43 |
|
|
2024
Q3 | $20.3M | Sell |
239,904
-1,004
| -0.4% | -$84.9K | 0.78% | 33 |
|
|
2024
Q2 | $17.1M | Buy |
240,908
+2,988
| +1% | +$212K | 0.7% | 37 |
|
|
2024
Q1 | $15.2M | Sell |
237,920
-3,618
| -1% | -$231K | 0.62% | 44 |
|
|
2023
Q4 | $14.7M | Sell |
241,538
-28,533
| -11% | -$1.73M | 0.64% | 43 |
|
|
2023
Q3 | $15.5M | Sell |
270,071
-4,269
| -2% | -$245K | 0.74% | 35 |
|
|
2023
Q2 | $20.4M | Sell |
274,340
-613
| -0.2% | -$45.5K | 0.94% | 24 |
|
|
2023
Q1 | $21.2M | Sell |
274,953
-1,076
| -0.4% | -$82.9K | 1.13% | 20 |
|
|
2022
Q4 | $23.1M | Buy |
276,029
+5,406
| +2% | +$452K | 1.22% | 18 |
|
|
2022
Q3 | $21.2M | Buy |
270,623
+8,562
| +3% | +$671K | 1.24% | 17 |
|
|
2022
Q2 | $20.3M | Buy |
262,061
+49,473
| +23% | +$3.83M | 1.14% | 18 |
|
|
2022
Q1 | $18M | Buy |
212,588
+13,043
| +7% | +$1.1M | 0.93% | 22 |
|
|
2021
Q4 | $18.6M | Buy |
199,545
+1,568
| +0.8% | +$146K | 0.98% | 22 |
|
|
2021
Q3 | $15.5M | Buy |
197,977
+1,131
| +0.6% | +$88.8K | 0.93% | 25 |
|
|
2021
Q2 | $14.4M | Sell |
196,846
-1,650
| -0.8% | -$121K | 0.88% | 25 |
|
|
2021
Q1 | $15M | Sell |
198,496
-4,176
| -2% | -$316K | 0.98% | 22 |
|
|
2020
Q4 | $15.6M | Sell |
202,672
-11,244
| -5% | -$867K | 1.08% | 17 |
|
|
2020
Q3 | $14.8M | Buy |
213,916
+556
| +0.3% | +$38.6K | 1.15% | 16 |
|
|
2020
Q2 | $12.8M | Sell |
213,360
-18,664
| -8% | -$1.12M | 1.08% | 19 |
|
|
2020
Q1 | $14M | Sell |
232,024
-102,320
| -31% | -$6.16M | 1.39% | 13 |
|
|
2019
Q4 | $20.2M | Buy |
334,344
+9,436
| +3% | +$571K | 1.64% | 9 |
|
|
2019
Q3 | $18.9M | Buy |
324,908
+19,368
| +6% | +$1.13M | 1.7% | 8 |
|
|
2019
Q2 | $15.6M | Sell |
305,540
-8,672
| -3% | -$444K | 1.46% | 14 |
|
|
2019
Q1 | $15.2M | Buy |
314,212
+8,576
| +3% | +$414K | 1.52% | 12 |
|
|
2018
Q4 | $13.3M | Buy |
305,636
+54,748
| +22% | +$2.38M | 1.48% | 12 |
|
|
2018
Q3 | $10.5M | Buy |
250,888
+47,296
| +23% | +$1.98M | 1.07% | 21 |
|
|
2018
Q2 | $8.5M | Buy |
203,592
+15,348
| +8% | +$641K | 0.94% | 25 |
|
|
2018
Q1 | $7.69M | Buy |
188,244
+26,116
| +16% | +$1.07M | 0.88% | 28 |
|
|
2017
Q4 | $6.33M | Buy |
162,128
+6,180
| +4% | +$241K | 0.7% | 39 |
|
|
2017
Q3 | $5.71M | Buy |
155,948
+8,192
| +6% | +$300K | 0.66% | 41 |
|
|
2017
Q2 | $5.18M | Buy |
147,756
+14,092
| +11% | +$494K | 0.63% | 43 |
|
|
2017
Q1 | $4.29M | Buy |
133,664
+7,636
| +6% | +$245K | 0.56% | 50 |
|
|
2016
Q4 | $3.76M | Sell |
126,028
-1,012
| -0.8% | -$30.2K | 0.53% | 52 |
|
|
2016
Q3 | $3.89M | Sell |
127,040
-2,452
| -2% | -$75K | 0.59% | 49 |
|
|
2016
Q2 | $4.22M | Sell |
129,492
-6,344
| -5% | -$207K | 0.65% | 45 |
|
|
2016
Q1 | $4.02M | Sell |
135,836
-4,404
| -3% | -$130K | 0.62% | 46 |
|
|
2015
Q4 | $3.64M | Sell |
140,240
-436
| -0.3% | -$11.3K | 0.58% | 50 |
|
|
2015
Q3 | $3.43M | Buy |
140,676
+276
| +0.2% | +$6.73K | 0.59% | 50 |
|
|
2015
Q2 | $3.44M | Buy |
140,400
+852
| +0.6% | +$20.9K | 0.55% | 56 |
|
|
2015
Q1 | $3.63M | Buy |
139,548
+11,316
| +9% | +$294K | 0.62% | 56 |
|
|
2014
Q4 | $3.41M | Buy |
128,232
+2,996
| +2% | +$79.6K | 0.61% | 55 |
|
|
2014
Q3 | $2.94M | Buy |
125,236
+6,188
| +5% | +$145K | 0.56% | 58 |
|
|
2014
Q2 | $3.05M | Buy |
119,048
+5,284
| +5% | +$135K | 0.59% | 57 |
|
|
2014
Q1 | $2.72M | Buy |
113,764
+2,508
| +2% | +$59.9K | 0.49% | 62 |
|
|
2013
Q4 | $2.38M | Sell |
111,256
-2,112
| -2% | -$45.2K | 0.43% | 72 |
|
|
2013
Q3 | $2.27M | Sell |
113,368
-6,024
| -5% | -$121K | 0.45% | 69 |
|
|
2013
Q2 | $2.43M | Buy |
+119,392
| New | +$2.43M | 0.5% | 61 |
|