First United 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 | $704K | Buy |
10,135
+290
| +3% | +$20.1K | 0.25% | 82 |
|
|
2025
Q1 | $698K | Sell |
9,845
-296
| -3% | -$21K | 0.26% | 75 |
|
|
2024
Q4 | $727K | Sell |
10,141
-205
| -2% | -$14.7K | 0.26% | 79 |
|
|
2024
Q3 | $875K | Sell |
10,346
-206
| -2% | -$17.4K | 0.31% | 73 |
|
|
2024
Q2 | $747K | Buy |
10,552
+535
| +5% | +$37.9K | 0.28% | 77 |
|
|
2024
Q1 | $640K | Sell |
10,017
-1,223
| -11% | -$78.2K | 0.24% | 89 |
|
|
2023
Q4 | $683K | Sell |
11,240
-1,468
| -12% | -$89.2K | 0.27% | 81 |
|
|
2023
Q3 | $728K | Sell |
12,708
-54
| -0.4% | -$3.09K | 0.34% | 76 |
|
|
2023
Q2 | $947K | Buy |
12,762
+75
| +0.6% | +$5.57K | 0.42% | 65 |
|
|
2023
Q1 | $978K | Buy |
12,687
+335
| +3% | +$25.8K | 0.46% | 65 |
|
|
2022
Q4 | $1.03M | Sell |
12,352
-385
| -3% | -$32.2K | 0.5% | 60 |
|
|
2022
Q3 | $999K | Sell |
12,737
-320
| -2% | -$25.1K | 0.5% | 61 |
|
|
2022
Q2 | $1.01M | Buy |
13,057
+570
| +5% | +$44.1K | 0.46% | 61 |
|
|
2022
Q1 | $1.06M | Sell |
12,487
-940
| -7% | -$79.6K | 0.42% | 66 |
|
|
2021
Q4 | $1.25M | Buy |
13,427
+1,813
| +16% | +$169K | 0.46% | 65 |
|
|
2021
Q3 | $912K | Buy |
11,614
+593
| +5% | +$46.6K | 0.37% | 77 |
|
|
2021
Q2 | $808K | Sell |
11,021
-64
| -0.6% | -$4.69K | 0.34% | 80 |
|
|
2021
Q1 | $838K | Buy |
11,085
+1,770
| +19% | +$134K | 0.36% | 80 |
|
|
2020
Q4 | $719K | Buy |
9,315
+1,467
| +19% | +$113K | 0.35% | 79 |
|
|
2020
Q3 | $545K | Buy |
7,848
+3,720
| +90% | +$258K | 0.31% | 84 |
|
|
2020
Q2 | $248K | Buy |
+4,128
| New | +$248K | 0.15% | 106 |
|