Old North State Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
|
|||||
|
2025
Q1 | $227K | Hold |
|
|||||
|
2024
Q4 | $227K | Sell |
|
|||||
|
2024
Q3 | $474K | Buy |
|
|||||
|
2024
Q2 | $378K | Hold |
|
|||||
|
2024
Q1 | $341K | Buy |
|
|||||
|
2023
Q3 | $352K | Sell |
|
|||||
|
2023
Q2 | $468K | Hold |
|
|||||
|
2023
Q1 | $486K | Hold |
|
|||||
|
2022
Q4 | $527K | Sell |
|
|||||
|
2022
Q3 | $499K | Buy |
|
|||||
|
2022
Q2 | $495 | Hold |
|
|||||
|
2022
Q1 | $541 | Sell |
|
|||||
|
2021
Q4 | $596K | Buy |
|
|||||
|
2021
Q3 | $457K | Hold |
|
|||||
|
2021
Q2 | $427K | Sell |
|
|||||
|
2021
Q1 | $486K | Hold |
|
|||||
|
2020
Q4 | $496K | Sell |
|
|||||
|
2020
Q3 | $470K | Sell |
|
|||||
|
2020
Q2 | $419K | Sell |
|
|||||
|
2020
Q1 | $439K | Buy |
|
|||||
|
2019
Q4 | $255K | Buy |
|
|||||
|
2019
Q3 | $244K | Buy |
|
|||||
|
2019
Q2 | $143K | Buy |
|
|||||
|
2019
Q1 | $132K | Buy |
|
|||||
|
2018
Q4 | $114K | Buy |
|
|||||
|
2018
Q3 | $102K | Buy |
|