Laurie J. Hall Trustee’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
Q1 | – | Sell |
-2,720
| Closed | -$195K | – | 194 |
|
|
2024
Q4 | $195K | Hold |
2,720
| – | – | 0.06% | 122 |
|
|
2024
Q3 | $230K | Hold |
2,720
| – | – | 0.07% | 118 |
|
|
2024
Q2 | $192K | Sell |
2,720
-250
| -8% | -$17.6K | 0.07% | 117 |
|
|
2024
Q1 | $190K | Hold |
2,970
| – | – | 0.07% | 118 |
|
|
2023
Q4 | $181K | Hold |
2,970
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $170K | Hold |
2,970
| – | – | 0.07% | 108 |
|
|
2023
Q2 | $221K | Hold |
2,970
| – | – | 0.09% | 104 |
|
|
2023
Q1 | $229K | Hold |
2,970
| – | – | 0.1% | 98 |
|
|
2022
Q4 | $248K | Hold |
2,970
| – | – | 0.11% | 94 |
|
|
2022
Q3 | $233K | Sell |
2,970
-100
| -3% | -$7.85K | 0.11% | 91 |
|
|
2022
Q2 | $238K | Hold |
3,070
| – | – | 0.11% | 93 |
|
|
2022
Q1 | $260K | Hold |
3,070
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $287K | Sell |
3,070
-200
| -6% | -$18.7K | 0.1% | 96 |
|
|
2021
Q3 | $257K | Hold |
3,270
| – | – | 0.1% | 97 |
|
|
2021
Q2 | $240K | Sell |
3,270
-250
| -7% | -$18.3K | 0.09% | 105 |
|
|
2021
Q1 | $266K | Sell |
3,520
-460
| -12% | -$34.8K | 0.1% | 101 |
|
|
2020
Q4 | $307K | Sell |
3,980
-100
| -2% | -$7.71K | 0.12% | 91 |
|
|
2020
Q3 | $283K | Buy |
+4,080
| New | +$283K | 0.13% | 90 |
|
|
2019
Q4 | $318K | Hold |
5,252
| – | – | 0.15% | 87 |
|
|
2019
Q3 | $306K | Hold |
5,252
| – | – | 0.16% | 88 |
|
|
2019
Q2 | $269K | Sell |
5,252
-1,268
| -19% | -$64.9K | 0.14% | 94 |
|
|
2019
Q1 | $316K | Hold |
6,520
| – | – | 0.17% | 88 |
|
|
2018
Q4 | $299K | Buy |
6,520
+1,360
| +26% | +$62.4K | 0.16% | 87 |
|
|
2018
Q3 | $216K | Sell |
5,160
-100
| -2% | -$4.19K | 0.11% | 107 |
|
|
2018
Q2 | $220K | Buy |
5,260
+4,400
| +512% | +$184K | 0.13% | 95 |
|
|
2018
Q1 | $35K | Hold |
860
| – | – | 0.02% | 196 |
|
|
2017
Q4 | $34K | Buy |
860
+100
| +13% | +$3.95K | 0.02% | 207 |
|
|
2017
Q3 | $27.8K | Hold |
760
| – | – | 0.02% | 185 |
|
|
2017
Q2 | $26.6K | Hold |
760
| – | – | 0.02% | 186 |
|
|
2017
Q1 | $24.8K | Hold |
760
| – | – | 0.02% | 197 |
|
|
2016
Q4 | $23K | Buy |
+760
| New | +$23K | 0.01% | 198 |
|
|
2016
Q2 | $25K | Buy |
760
+440
| +138% | +$14.5K | 0.02% | 188 |
|
|
2016
Q1 | $9K | Buy |
+320
| New | +$9K | 0.01% | 207 |
|