JFGIW
Johnson Financial Group Inc (Wisconsin)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
4,719
-89
| -2% | -$6.18K | 0.01% | 248 |
|
|
2025
Q1 | $341K | Sell |
4,808
-89
| -2% | -$6.31K | 0.02% | 272 |
|
|
2024
Q4 | $350K | Sell |
4,897
-1,033
| -17% | -$73.9K | 0.02% | 248 |
|
|
2024
Q3 | $501K | Buy |
5,930
+1,512
| +34% | +$128K | 0.02% | 233 |
|
|
2024
Q2 | $313K | Buy |
4,418
+149
| +3% | +$10.6K | 0.02% | 265 |
|
|
2024
Q1 | $273K | Sell |
4,269
-1,000
| -19% | -$63.9K | 0.01% | 264 |
|
|
2023
Q4 | $320K | Sell |
5,269
-8,424
| -62% | -$512K | 0.02% | 239 |
|
|
2023
Q3 | $784K | Sell |
13,693
-64
| -0.5% | -$3.67K | 0.05% | 132 |
|
|
2023
Q2 | $1.02M | Buy |
13,757
+5,283
| +62% | +$392K | 0.07% | 121 |
|
|
2023
Q1 | $653K | Sell |
8,474
-424
| -5% | -$32.7K | 0.05% | 154 |
|
|
2022
Q4 | $744K | Sell |
8,898
-90
| -1% | -$7.52K | 0.06% | 131 |
|
|
2022
Q3 | $697K | Sell |
8,988
-3,371
| -27% | -$261K | 0.06% | 130 |
|
|
2022
Q2 | $957K | Sell |
12,359
-3,800
| -24% | -$294K | 0.07% | 120 |
|
|
2022
Q1 | $1.37M | Sell |
16,159
-280
| -2% | -$23.7K | 0.1% | 103 |
|
|
2021
Q4 | $1.54M | Sell |
16,439
-52
| -0.3% | -$4.86K | 0.1% | 99 |
|
|
2021
Q3 | $1.3M | Sell |
16,491
-1,800
| -10% | -$141K | 0.09% | 106 |
|
|
2021
Q2 | $1.34M | Sell |
18,291
-448
| -2% | -$32.8K | 0.09% | 109 |
|
|
2021
Q1 | $1.42M | Buy |
18,739
+431
| +2% | +$32.6K | 0.1% | 100 |
|
|
2020
Q4 | $1.41M | Buy |
18,308
+13,531
| +283% | +$1.04M | 0.12% | 87 |
|
|
2020
Q3 | $1.33M | Sell |
4,777
-81
| -2% | -$22.5K | 0.14% | 79 |
|
|
2020
Q2 | $1.17M | Sell |
4,858
-924
| -16% | -$222K | 0.13% | 76 |
|
|
2020
Q1 | $1.39M | Sell |
5,782
-374
| -6% | -$90K | 0.17% | 71 |
|
|
2019
Q4 | $1.49M | Buy |
6,156
+79
| +1% | +$19.1K | 0.13% | 83 |
|
|
2019
Q3 | $1.42M | Sell |
6,077
-2,945
| -33% | -$686K | 0.13% | 109 |
|
|
2019
Q2 | $1.85M | Sell |
9,022
-2,708
| -23% | -$555K | 0.16% | 90 |
|
|
2019
Q1 | $2.27M | Sell |
11,730
-10
| -0.1% | -$1.93K | 0.2% | 71 |
|
|
2018
Q4 | $2.04M | Sell |
11,740
-1,105
| -9% | -$192K | 0.21% | 69 |
|
|
2018
Q3 | $2.15M | Buy |
12,845
+3,330
| +35% | +$558K | 0.22% | 75 |
|
|
2018
Q2 | $1.59M | Hold |
9,515
| – | – | 0.17% | 96 |
|
|
2018
Q1 | $1.55M | Sell |
9,515
-2,412
| -20% | -$394K | 0.19% | 98 |
|
|
2017
Q4 | $1.86M | Sell |
11,927
-1,336
| -10% | -$209K | 0.23% | 86 |
|
|
2017
Q3 | $1.94M | Sell |
13,263
-654
| -5% | -$95.9K | 0.26% | 75 |
|
|
2017
Q2 | $1.95M | Hold |
13,917
| – | – | 0.28% | 76 |
|
|
2017
Q1 | $1.79M | Sell |
13,917
-1,806
| -11% | -$232K | 0.23% | 101 |
|
|
2016
Q4 | $1.88M | Sell |
15,723
-1,652
| -10% | -$197K | 0.26% | 90 |
|
|
2016
Q3 | $2.13M | Hold |
17,375
| – | – | 0.28% | 79 |
|
|
2016
Q2 | $2.27M | Sell |
17,375
-3,625
| -17% | -$473K | 0.31% | 76 |
|
|
2016
Q1 | $2.49M | Hold |
21,000
| – | – | 0.5% | 50 |
|
|
2015
Q4 | $2.18M | Buy |
21,000
+20,659
| +6,058% | +$2.15M | 0.45% | 53 |
|
|
2015
Q3 | $33K | Hold |
341
| – | – | 0.01% | 526 |
|
|
2015
Q2 | $33K | Hold |
341
| – | – | 0.01% | 545 |
|
|
2015
Q1 | $35K | Buy |
341
+50
| +17% | +$5.13K | 0.01% | 557 |
|
|
2014
Q4 | $31K | Sell |
291
-73
| -20% | -$7.78K | 0.01% | 544 |
|
|
2014
Q3 | $35K | Buy |
364
+89
| +32% | +$8.56K | 0.01% | 493 |
|
|
2014
Q2 | $28K | Sell |
275
-25
| -8% | -$2.55K | 0.01% | 519 |
|
|
2014
Q1 | $29K | Hold |
300
| – | – | 0.01% | 483 |
|
|
2013
Q4 | $26K | Hold |
300
| – | – | 0.01% | 481 |
|
|
2013
Q3 | $24K | Sell |
300
-50
| -14% | -$4K | 0.01% | 485 |
|
|
2013
Q2 | $29K | Buy |
+350
| New | +$29K | 0.01% | 480 |
|