Israel Discount Bank of New York’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 | $267K | Sell |
3,843
-26
| -0.7% | -$1.81K | 1.01% | 25 |
|
|
2025
Q1 | $274K | Sell |
3,869
-509
| -12% | -$36.1K | 0.21% | 29 |
|
|
2024
Q4 | $314K | Buy |
4,378
+45
| +1% | +$3.23K | 0.23% | 32 |
|
|
2024
Q3 | $366K | Sell |
4,333
-77
| -2% | -$6.51K | 0.54% | 28 |
|
|
2024
Q2 | $312K | Sell |
4,410
-1,675
| -28% | -$119K | 0.5% | 35 |
|
|
2024
Q1 | $389K | Sell |
6,085
-1,984
| -25% | -$127K | 0.48% | 45 |
|
|
2023
Q4 | $490K | Sell |
8,069
-228
| -3% | -$13.8K | 0.38% | 56 |
|
|
2023
Q3 | $475K | Sell |
8,297
-92
| -1% | -$5.27K | 0.39% | 51 |
|
|
2023
Q2 | $622K | Sell |
8,389
-851
| -9% | -$63.1K | 0.5% | 41 |
|
|
2023
Q1 | $712K | Buy |
9,240
+124
| +1% | +$9.56K | 0.53% | 40 |
|
|
2022
Q4 | $762K | Buy |
9,116
+186
| +2% | +$15.5K | 0.64% | 36 |
|
|
2022
Q3 | $700K | Sell |
8,930
-748
| -8% | -$58.6K | 0.58% | 37 |
|
|
2022
Q2 | $749K | Sell |
9,678
-558
| -5% | -$43.2K | 0.57% | 38 |
|
|
2022
Q1 | $867K | Buy |
10,236
+18
| +0.2% | +$1.53K | 0.57% | 39 |
|
|
2021
Q4 | $954K | Sell |
10,218
-195
| -2% | -$18.2K | 0.59% | 36 |
|
|
2021
Q3 | $817K | Buy |
+10,413
| New | +$817K | 0.55% | 42 |
|
|
2021
Q1 | $787K | Sell |
10,411
-745
| -7% | -$56.3K | 0.61% | 36 |
|
|
2020
Q4 | $860K | Sell |
11,156
-2,184
| -16% | -$168K | 0.63% | 32 |
|
|
2020
Q3 | $926K | Sell |
13,340
-1,284
| -9% | -$89.1K | 0.6% | 37 |
|
|
2020
Q2 | $878K | Buy |
14,624
+5,040
| +53% | +$303K | 0.6% | 40 |
|
|
2020
Q1 | $577K | Buy |
+9,584
| New | +$577K | 0.44% | 60 |
|
|
2019
Q2 | – | Sell |
-2,800
| Closed | -$135K | – | 251 |
|
|
2019
Q1 | $135K | Sell |
2,800
-1,200
| -30% | -$57.9K | 0.09% | 96 |
|
|
2018
Q4 | $174K | Hold |
4,000
| – | – | 0.13% | 86 |
|
|
2018
Q3 | $168K | Hold |
4,000
| – | – | 0.11% | 91 |
|
|
2018
Q2 | $167K | Hold |
4,000
| – | – | 0.11% | 91 |
|
|
2018
Q1 | $163K | Hold |
4,000
| – | – | 0.11% | 91 |
|
|
2017
Q4 | $156K | Hold |
4,000
| – | – | 0.11% | 92 |
|
|
2017
Q3 | $147K | Buy |
4,000
+1,200
| +43% | +$44.1K | 0.11% | 91 |
|
|
2017
Q2 | $98K | Hold |
2,800
| – | – | 0.08% | 119 |
|
|
2017
Q1 | $90K | Sell |
2,800
-5,100
| -65% | -$164K | 0.07% | 138 |
|
|
2016
Q4 | $236K | Buy |
+7,900
| New | +$236K | 0.21% | 81 |
|