Glenview 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 | $19.8M | Buy |
285,444
+25,921
| +10% | +$1.8M | 0.34% | 66 |
|
2025
Q1 | $18.4M | Buy |
259,523
+27,071
| +12% | +$1.92M | 0.36% | 64 |
|
2024
Q4 | $16.7M | Buy |
232,452
+6,082
| +3% | +$436K | 0.31% | 74 |
|
2024
Q3 | $19.1M | Buy |
226,370
+18,210
| +9% | +$1.54M | 0.37% | 66 |
|
2024
Q2 | $14.7M | Buy |
208,160
+15,759
| +8% | +$1.12M | 0.3% | 79 |
|
2024
Q1 | $12.3M | Buy |
192,401
+45,463
| +31% | +$2.91M | 0.26% | 88 |
|
2023
Q4 | $8.93M | Buy |
146,938
+42,784
| +41% | +$2.6M | 0.22% | 102 |
|
2023
Q3 | $5.97M | Buy |
104,154
+55,241
| +113% | +$3.16M | 0.16% | 109 |
|
2023
Q2 | $3.63M | Buy |
48,913
+4,056
| +9% | +$301K | 0.1% | 136 |
|
2023
Q1 | $3.46M | Sell |
44,857
-795
| -2% | -$61.3K | 0.1% | 136 |
|
2022
Q4 | $3.82M | Buy |
45,652
+6,498
| +17% | +$543K | 0.13% | 127 |
|
2022
Q3 | $3.07M | Buy |
39,154
+596
| +2% | +$46.7K | 0.12% | 129 |
|
2022
Q2 | $2.99M | Buy |
38,558
+628
| +2% | +$48.7K | 0.11% | 128 |
|
2022
Q1 | $3.21M | Buy |
37,930
+931
| +3% | +$78.9K | 0.1% | 130 |
|
2021
Q4 | $3.45M | Sell |
36,999
-824
| -2% | -$76.9K | 0.11% | 124 |
|
2021
Q3 | $2.97M | Sell |
37,823
-1,402
| -4% | -$110K | 0.11% | 123 |
|
2021
Q2 | $2.87M | Buy |
39,225
+211
| +0.5% | +$15.5K | 0.11% | 125 |
|
2021
Q1 | $2.95M | Sell |
39,014
-1,009
| -3% | -$76.3K | 0.13% | 119 |
|
2020
Q4 | $3.09M | Sell |
40,023
-105
| -0.3% | -$8.1K | 0.14% | 107 |
|
2020
Q3 | $2.78M | Buy |
40,128
+184
| +0.5% | +$12.8K | 0.14% | 108 |
|
2020
Q2 | $2.4M | Sell |
39,944
-904
| -2% | -$54.3K | 0.14% | 114 |
|
2020
Q1 | $2.46M | Sell |
40,848
-380
| -0.9% | -$22.9K | 0.17% | 105 |
|
2019
Q4 | $2.5M | Sell |
41,228
-2,000
| -5% | -$121K | 0.14% | 121 |
|
2019
Q3 | $2.52M | Sell |
43,228
-2,104
| -5% | -$123K | 0.15% | 120 |
|
2019
Q2 | $2.32M | Buy |
45,332
+200
| +0.4% | +$10.2K | 0.14% | 120 |
|
2019
Q1 | $2.18M | Sell |
45,132
-336
| -0.7% | -$16.2K | 0.14% | 130 |
|
2018
Q4 | $1.98M | Buy |
45,468
+1,000
| +2% | +$43.5K | 0.15% | 133 |
|
2018
Q3 | $1.86M | Buy |
44,468
+1,352
| +3% | +$56.7K | 0.12% | 142 |
|
2018
Q2 | $1.8M | Sell |
43,116
-32
| -0.1% | -$1.34K | 0.13% | 128 |
|
2018
Q1 | $1.76M | Buy |
43,148
+2,824
| +7% | +$115K | 0.12% | 138 |
|
2017
Q4 | $1.58M | Buy |
40,324
+1,300
| +3% | +$50.8K | 0.11% | 143 |
|
2017
Q3 | $1.43M | Sell |
39,024
-940
| -2% | -$34.4K | 0.1% | 143 |
|
2017
Q2 | $1.4M | Sell |
39,964
-624
| -2% | -$21.9K | 0.11% | 133 |
|
2017
Q1 | $1.3M | Buy |
40,588
+632
| +2% | +$20.3K | 0.1% | 137 |
|
2016
Q4 | $1.19M | Buy |
+39,956
| New | +$1.19M | 0.1% | 139 |
|
2015
Q4 | $887K | Buy |
+34,156
| New | +$887K | 0.09% | 141 |
|
2014
Q4 | $480K | Buy |
+18,064
| New | +$480K | 0.05% | 168 |
|
2013
Q4 | $746K | Buy |
+34,856
| New | +$746K | 0.09% | 115 |
|