Indiana Trust & Investment Management’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 | $1.03M | Buy |
14,869
+174
| +1% | +$12.1K | 0.34% | 59 |
|
|
2025
Q1 | $1.04M | Buy |
14,695
+135
| +0.9% | +$9.57K | 0.38% | 61 |
|
|
2024
Q4 | $1.04M | Buy |
14,560
+3,453
| +31% | +$248K | 0.36% | 61 |
|
|
2024
Q3 | $939K | Sell |
11,107
-817
| -7% | -$69.1K | 0.32% | 67 |
|
|
2024
Q2 | $844K | Sell |
11,924
-160
| -1% | -$11.3K | 0.31% | 62 |
|
|
2024
Q1 | $772K | Buy |
12,084
+120
| +1% | +$7.67K | 0.31% | 71 |
|
|
2023
Q4 | $727K | Sell |
11,964
-216
| -2% | -$13.1K | 0.33% | 70 |
|
|
2023
Q3 | $698K | Sell |
12,180
-30
| -0.2% | -$1.72K | 0.35% | 68 |
|
|
2023
Q2 | $906K | Sell |
12,210
-743
| -6% | -$55.1K | 0.46% | 44 |
|
|
2023
Q1 | $998K | Sell |
12,953
-250
| -2% | -$19.3K | 0.54% | 40 |
|
|
2022
Q4 | $1.1K | Hold |
13,203
| – | – | 0.62% | 39 |
|
|
2022
Q3 | $1.04M | Sell |
13,203
-165
| -1% | -$12.9K | 0.63% | 34 |
|
|
2022
Q2 | $1.04M | Sell |
13,368
-69
| -0.5% | -$5.34K | 0.58% | 36 |
|
|
2022
Q1 | $1.14M | Sell |
13,437
-770
| -5% | -$65.2K | 0.55% | 37 |
|
|
2021
Q4 | $1.33M | Sell |
14,207
-100
| -0.7% | -$9.33K | 0.61% | 36 |
|
|
2021
Q3 | $1.12M | Sell |
14,307
-1,529
| -10% | -$120K | 0.57% | 36 |
|
|
2021
Q2 | $1.22M | Buy |
15,836
+954
| +6% | +$73.6K | 0.67% | 34 |
|
|
2021
Q1 | $1.13M | Sell |
14,882
-954
| -6% | -$72.1K | 0.6% | 36 |
|
|
2020
Q4 | $1.22M | Sell |
15,836
-1,176
| -7% | -$90.7K | 0.67% | 34 |
|
|
2020
Q3 | $1.18M | Sell |
17,012
-960
| -5% | -$66.6K | 0.7% | 33 |
|
|
2020
Q2 | $1.08M | Sell |
17,972
-32
| -0.2% | -$1.92K | 0.67% | 32 |
|
|
2020
Q1 | $1.08M | Sell |
18,004
-408
| -2% | -$24.5K | 0.77% | 28 |
|
|
2019
Q4 | $1.11M | Hold |
18,412
| – | – | 0.62% | 37 |
|
|
2019
Q3 | $1.07M | Sell |
18,412
-1,160
| -6% | -$67.6K | 0.6% | 40 |
|
|
2019
Q2 | $1M | Sell |
19,572
-4,000
| -17% | -$205K | 0.55% | 44 |
|
|
2019
Q1 | $1.14M | Buy |
23,572
+200
| +0.9% | +$9.66K | 0.59% | 43 |
|
|
2018
Q4 | $1.02M | Buy |
23,372
+340
| +1% | +$14.8K | 0.57% | 41 |
|
|
2018
Q3 | $965K | Sell |
23,032
-520
| -2% | -$21.8K | 0.44% | 51 |
|
|
2018
Q2 | $983K | Sell |
23,552
-460
| -2% | -$19.2K | 0.47% | 46 |
|
|
2018
Q1 | $980K | Sell |
24,012
-400
| -2% | -$16.3K | 0.46% | 50 |
|
|
2017
Q4 | $953K | Sell |
24,412
-200
| -0.8% | -$7.81K | 0.44% | 51 |
|
|
2017
Q3 | $902K | Hold |
24,612
| – | – | 0.43% | 51 |
|
|
2017
Q2 | $862K | Sell |
24,612
-1,132
| -4% | -$39.6K | 0.42% | 51 |
|
|
2017
Q1 | $826K | Sell |
25,744
-300
| -1% | -$9.63K | 0.41% | 56 |
|
|
2016
Q4 | $778K | Sell |
26,044
-540
| -2% | -$16.1K | 0.4% | 56 |
|
|
2016
Q3 | $813K | Sell |
26,584
-5,360
| -17% | -$164K | 0.41% | 55 |
|
|
2016
Q2 | $1.04M | Sell |
31,944
-440
| -1% | -$14.3K | 0.52% | 48 |
|
|
2016
Q1 | $958K | Sell |
32,384
-5,420
| -14% | -$160K | 0.51% | 50 |
|
|
2015
Q4 | $1.01M | Buy |
37,804
+4,620
| +14% | +$123K | 0.52% | 57 |
|
|
2015
Q3 | $809K | Sell |
33,184
-540
| -2% | -$13.2K | 0.46% | 54 |
|
|
2015
Q2 | $826K | Hold |
33,724
| – | – | 0.43% | 60 |
|
|
2015
Q1 | $877K | Sell |
33,724
-4,080
| -11% | -$106K | 0.44% | 56 |
|
|
2014
Q4 | $1.01M | Sell |
37,804
-1,908
| -5% | -$50.7K | 0.52% | 57 |
|
|
2014
Q3 | $932K | Sell |
39,712
-280
| -0.7% | -$6.57K | 0.49% | 60 |
|
|
2014
Q2 | $1.03M | Buy |
39,992
+3,200
| +9% | +$82K | 0.59% | 52 |
|
|
2014
Q1 | $880K | Sell |
36,792
-700
| -2% | -$16.7K | 0.55% | 57 |
|
|
2013
Q4 | $803K | Sell |
37,492
-240
| -0.6% | -$5.14K | 0.46% | 58 |
|
|
2013
Q3 | $756K | Sell |
37,732
-55,636
| -60% | -$1.11M | 0.46% | 57 |
|
|
2013
Q2 | $1.9M | Buy |
+93,368
| New | +$1.9M | 1.57% | 19 |
|