Members 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 | $482K | Buy |
6,942
+1,113
| +19% | +$77.3K | 0.02% | 79 |
|
|
2025
Q1 | $413K | Sell |
5,829
-157
| -3% | -$11.1K | 0.01% | 87 |
|
|
2024
Q4 | $429K | Sell |
5,986
-687
| -10% | -$49.3K | 0.01% | 76 |
|
|
2024
Q3 | $564K | Sell |
6,673
-515
| -7% | -$43.5K | 0.02% | 63 |
|
|
2024
Q2 | $509K | Sell |
7,188
-113
| -2% | -$8K | 0.02% | 65 |
|
|
2024
Q1 | $467K | Sell |
7,301
-926
| -11% | -$59.2K | 0.01% | 66 |
|
|
2023
Q4 | $502K | Buy |
8,227
+250
| +3% | +$15.3K | 0.01% | 58 |
|
|
2023
Q3 | $455K | Buy |
7,977
+99
| +1% | +$5.65K | 0.01% | 63 |
|
|
2023
Q2 | $585K | Buy |
+7,878
| New | +$585K | 0.02% | 52 |
|
|
2022
Q4 | – | Sell |
-8,802
| Closed | -$690K | – | 86 |
|
|
2022
Q3 | $690K | Buy |
8,802
+2,748
| +45% | +$215K | 0.02% | 40 |
|
|
2022
Q2 | $469K | Sell |
6,054
-169
| -3% | -$13.1K | 0.01% | 66 |
|
|
2022
Q1 | $527K | Hold |
6,223
| – | – | 0.02% | 66 |
|
|
2021
Q4 | $581K | Buy |
6,223
+69
| +1% | +$6.44K | 0.02% | 65 |
|
|
2021
Q3 | $482K | Buy |
6,154
+1,600
| +35% | +$125K | 0.02% | 68 |
|
|
2021
Q2 | $334K | Sell |
4,554
-971
| -18% | -$71.2K | 0.01% | 92 |
|
|
2021
Q1 | $418K | Sell |
5,525
-80
| -1% | -$6.05K | 0.01% | 76 |
|
|
2020
Q4 | $432K | Buy |
5,605
+1,265
| +29% | +$97.5K | 0.02% | 74 |
|
|
2020
Q3 | $301K | Buy |
4,340
+404
| +10% | +$28K | 0.01% | 79 |
|
|
2020
Q2 | $236K | Buy |
+3,936
| New | +$236K | 0.01% | 90 |
|
|
2018
Q1 | $242K | Buy |
5,932
+296
| +5% | +$12.1K | 0.01% | 82 |
|
|
2017
Q4 | $220K | Buy |
+5,636
| New | +$220K | 0.01% | 81 |
|