Greenleaf 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 | $7.96M | Sell |
114,613
-17,910
| -14% | -$1.24M | 0.07% | 74 |
|
|
2025
Q1 | $9.39M | Buy |
132,523
+1,817
| +1% | +$129K | 0.09% | 74 |
|
|
2024
Q4 | $9.37M | Buy |
130,706
+4,135
| +3% | +$296K | 0.09% | 71 |
|
|
2024
Q3 | $10.7M | Buy |
126,571
+1,774
| +1% | +$150K | 0.1% | 66 |
|
|
2024
Q2 | $8.84M | Buy |
124,797
+3,146
| +3% | +$223K | 0.08% | 70 |
|
|
2024
Q1 | $7.77M | Buy |
121,651
+10,869
| +10% | +$695K | 0.07% | 81 |
|
|
2023
Q4 | $6.73M | Buy |
110,782
+6,350
| +6% | +$386K | 0.07% | 84 |
|
|
2023
Q3 | $5.98M | Sell |
104,432
-2,418
| -2% | -$139K | 0.07% | 78 |
|
|
2023
Q2 | $7.93M | Sell |
106,850
-994
| -0.9% | -$73.8K | 0.08% | 69 |
|
|
2023
Q1 | $8.31M | Sell |
107,844
-10,984
| -9% | -$847K | 0.09% | 67 |
|
|
2022
Q4 | $9.93M | Sell |
118,828
-2,663
| -2% | -$223K | 0.13% | 56 |
|
|
2022
Q3 | $9.53M | Buy |
121,491
+5,628
| +5% | +$441K | 0.14% | 52 |
|
|
2022
Q2 | $8.98M | Buy |
115,863
+2,530
| +2% | +$196K | 0.14% | 46 |
|
|
2022
Q1 | $9.6M | Sell |
113,333
-3,987
| -3% | -$338K | 0.11% | 46 |
|
|
2021
Q4 | $11M | Buy |
117,320
+3,826
| +3% | +$357K | 0.13% | 42 |
|
|
2021
Q3 | $8.91M | Sell |
113,494
-14,665
| -11% | -$1.15M | 0.11% | 49 |
|
|
2021
Q2 | $9.39M | Buy |
128,159
+40,301
| +46% | +$2.95M | 0.12% | 45 |
|
|
2021
Q1 | $6.64M | Buy |
87,858
+1,812
| +2% | +$137K | 0.09% | 54 |
|
|
2020
Q4 | $6.64M | Buy |
86,046
+8,378
| +11% | +$646K | 0.09% | 50 |
|
|
2020
Q3 | $5.39M | Buy |
77,668
+84
| +0.1% | +$5.83K | 0.08% | 52 |
|
|
2020
Q2 | $4.66M | Sell |
77,584
-33,392
| -30% | -$2M | 0.08% | 55 |
|
|
2020
Q1 | $6.68M | Buy |
110,976
+17,532
| +19% | +$1.05M | 0.13% | 38 |
|
|
2019
Q4 | $5.66M | Buy |
93,444
+5,340
| +6% | +$323K | 0.09% | 55 |
|
|
2019
Q3 | $5.13M | Buy |
88,104
+328
| +0.4% | +$19.1K | 0.08% | 54 |
|
|
2019
Q2 | $4.5M | Buy |
87,776
+416
| +0.5% | +$21.3K | 0.07% | 58 |
|
|
2019
Q1 | $4.22M | Buy |
87,360
+2,768
| +3% | +$134K | 0.07% | 59 |
|
|
2018
Q4 | $3.68M | Buy |
84,592
+1,928
| +2% | +$83.8K | 0.07% | 59 |
|
|
2018
Q3 | $3.46M | Buy |
82,664
+104
| +0.1% | +$4.36K | 0.06% | 68 |
|
|
2018
Q2 | $3.45M | Sell |
82,560
-1,048
| -1% | -$43.8K | 0.07% | 66 |
|
|
2018
Q1 | $3.41M | Sell |
83,608
-1,152
| -1% | -$47K | 0.07% | 68 |
|
|
2017
Q4 | $3.31M | Sell |
84,760
-185,208
| -69% | -$7.23M | 0.07% | 74 |
|
|
2017
Q3 | $9.89M | Sell |
269,968
-8,572
| -3% | -$314K | 0.22% | 19 |
|
|
2017
Q2 | $9.76M | Sell |
278,540
-32,192
| -10% | -$1.13M | 0.22% | 20 |
|
|
2017
Q1 | $9.97M | Sell |
310,732
-63,212
| -17% | -$2.03M | 0.24% | 22 |
|
|
2016
Q4 | $11.2M | Sell |
373,944
-15,520
| -4% | -$464K | 0.29% | 20 |
|
|
2016
Q3 | $11.9M | Buy |
389,464
+1,116
| +0.3% | +$34.1K | 0.31% | 17 |
|
|
2016
Q2 | $12.7M | Sell |
388,348
-46,020
| -11% | -$1.5M | 0.32% | 12 |
|
|
2016
Q1 | $12.9M | Buy |
434,368
+407,980
| +1,546% | +$12.1M | 0.35% | 21 |
|
|
2015
Q4 | $685K | Buy |
26,388
+800
| +3% | +$20.8K | 0.02% | 98 |
|
|
2015
Q3 | $624K | Hold |
25,588
| – | – | 0.02% | 95 |
|
|
2015
Q2 | $627K | Sell |
25,588
-1,400
| -5% | -$34.3K | 0.02% | 99 |
|
|
2015
Q1 | $702K | Buy |
26,988
+1,856
| +7% | +$48.3K | 0.02% | 97 |
|
|
2014
Q4 | $668K | Buy |
25,132
+200
| +0.8% | +$5.32K | 0.02% | 100 |
|
|
2014
Q3 | $585K | Sell |
24,932
-500
| -2% | -$11.7K | 0.02% | 102 |
|
|
2014
Q2 | $641K | Sell |
25,432
-389,072
| -94% | -$9.81M | 0.02% | 101 |
|
|
2014
Q1 | $9.91M | Sell |
414,504
-19,776
| -5% | -$473K | 0.32% | 33 |
|
|
2013
Q4 | $9.3M | Sell |
434,280
-5,016
| -1% | -$107K | 0.32% | 33 |
|
|
2013
Q3 | $8.8M | Sell |
439,296
-14,460
| -3% | -$290K | 0.33% | 30 |
|
|
2013
Q2 | $9.24M | Buy |
+453,756
| New | +$9.24M | 0.36% | 27 |
|