First Western Trust Bank’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 | $2.6M | Sell |
37,425
-1,730
| -4% | -$120K | 0.12% | 56 |
|
|
2025
Q1 | $2.78M | Sell |
39,155
-451
| -1% | -$32K | 0.13% | 52 |
|
|
2024
Q4 | $2.84M | Sell |
39,606
-7,137
| -15% | -$512K | 0.13% | 54 |
|
|
2024
Q3 | $3.95M | Sell |
46,743
-4,953
| -10% | -$419K | 0.18% | 44 |
|
|
2024
Q2 | $3.66M | Sell |
51,696
-7,412
| -13% | -$525K | 0.17% | 46 |
|
|
2024
Q1 | $3.78M | Sell |
59,108
-4,116
| -7% | -$263K | 0.17% | 49 |
|
|
2023
Q4 | $3.84M | Sell |
63,224
-12,151
| -16% | -$738K | 0.19% | 44 |
|
|
2023
Q3 | $4.32M | Sell |
75,375
-2,600
| -3% | -$149K | 0.23% | 43 |
|
|
2023
Q2 | $5.79M | Sell |
77,975
-5,144
| -6% | -$382K | 0.28% | 38 |
|
|
2023
Q1 | $6.41M | Buy |
83,119
+2,925
| +4% | +$225K | 0.33% | 34 |
|
|
2022
Q4 | $6.7M | Buy |
80,194
+3,028
| +4% | +$253K | 0.38% | 30 |
|
|
2022
Q3 | $6.05M | Buy |
77,166
+3,506
| +5% | +$275K | 0.41% | 29 |
|
|
2022
Q2 | $5.6M | Sell |
73,660
-10,774
| -13% | -$819K | 0.37% | 36 |
|
|
2022
Q1 | $7.22M | Buy |
+84,434
| New | +$7.22M | 0.37% | 32 |
|