MidWestOne Financial Group’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 | $1.19M | Buy |
17,188
+2,018
| +13% | +$140K | 0.15% | 138 |
|
|
2025
Q1 | $1.08M | Sell |
15,170
-5,943
| -28% | -$421K | 0.15% | 143 |
|
|
2024
Q4 | $1.51M | Sell |
21,113
-3,005
| -12% | -$215K | 0.21% | 101 |
|
|
2024
Q3 | $2.04M | Sell |
24,118
-2,617
| -10% | -$221K | 0.28% | 77 |
|
|
2024
Q2 | $1.89M | Buy |
26,735
+1,785
| +7% | +$126K | 0.34% | 71 |
|
|
2024
Q1 | $1.59M | Buy |
24,950
+13,003
| +109% | +$831K | 0.29% | 95 |
|
|
2023
Q4 | $726K | Buy |
11,947
+543
| +5% | +$33K | 0.14% | 175 |
|
|
2023
Q3 | $653K | Buy |
11,404
+137
| +1% | +$7.85K | 0.15% | 165 |
|
|
2023
Q2 | $836K | Buy |
11,267
+107
| +1% | +$7.94K | 0.18% | 140 |
|
|
2023
Q1 | $860K | Sell |
11,160
-1,104
| -9% | -$85.1K | 0.19% | 131 |
|
|
2022
Q4 | $1.03M | Buy |
12,264
+4,020
| +49% | +$336K | 0.23% | 97 |
|
|
2022
Q3 | $646K | Hold |
8,244
| – | – | 0.16% | 136 |
|
|
2022
Q2 | $639K | Sell |
8,244
-31
| -0.4% | -$2.4K | 0.16% | 140 |
|
|
2022
Q1 | $701K | Buy |
8,275
+31
| +0.4% | +$2.63K | 0.15% | 152 |
|
|
2021
Q4 | $770K | Hold |
8,244
| – | – | 0.16% | 145 |
|
|
2021
Q3 | $647K | Hold |
8,244
| – | – | 0.15% | 137 |
|
|
2021
Q2 | $604K | Buy |
8,244
+244
| +3% | +$17.9K | 0.14% | 139 |
|
|
2021
Q1 | $605K | Hold |
8,000
| – | – | 0.15% | 135 |
|
|
2020
Q4 | $617K | Sell |
8,000
-660
| -8% | -$50.9K | 0.17% | 134 |
|
|
2020
Q3 | $601K | Buy |
+8,660
| New | +$601K | 0.2% | 127 |
|
|
2020
Q2 | – | Sell |
-9,364
| Closed | -$563K | – | 164 |
|
|
2020
Q1 | $563K | Buy |
9,364
+564
| +6% | +$33.9K | 0.21% | 110 |
|
|
2019
Q4 | $532K | Hold |
8,800
| – | – | 0.11% | 144 |
|
|
2019
Q3 | $513K | Hold |
8,800
| – | – | 0.16% | 137 |
|
|
2019
Q2 | $451K | Buy |
+8,800
| New | +$451K | 0.12% | 172 |
|