OPTFSNA
Old Point Trust & Financial Services N A’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
70,578
-886
| -1% | -$61.5K | 1.71% | 21 |
|
|
2025
Q1 | $5.07M | Sell |
71,464
-4,219
| -6% | -$299K | 1.78% | 21 |
|
|
2024
Q4 | $5.43M | Sell |
75,683
-1,500
| -2% | -$108K | 1.9% | 19 |
|
|
2024
Q3 | $6.52M | Buy |
77,183
+700
| +0.9% | +$59.2K | 2.34% | 16 |
|
|
2024
Q2 | $5.42M | Sell |
76,483
-2,300
| -3% | -$163K | 2.1% | 16 |
|
|
2024
Q1 | $5.04M | Buy |
78,783
+3,546
| +5% | +$227K | 1.83% | 20 |
|
|
2023
Q4 | $4.57M | Buy |
75,237
+2,205
| +3% | +$134K | 1.84% | 20 |
|
|
2023
Q3 | $4.18M | Buy |
73,032
+255
| +0.4% | +$14.6K | 1.89% | 20 |
|
|
2023
Q2 | $5.4M | Buy |
72,777
+6,038
| +9% | +$448K | 2.25% | 17 |
|
|
2023
Q1 | $5.14M | Buy |
66,739
+3,220
| +5% | +$248K | 2.25% | 16 |
|
|
2022
Q4 | $5.31M | Buy |
63,519
+750
| +1% | +$62.7K | 2.45% | 16 |
|
|
2022
Q3 | $4.92M | Sell |
62,769
-669
| -1% | -$52.5K | 2.47% | 17 |
|
|
2022
Q2 | $4.91M | Buy |
63,438
+556
| +0.9% | +$43.1K | 2.27% | 18 |
|
|
2022
Q1 | $5.33M | Buy |
62,882
+67
| +0.1% | +$5.68K | 2.18% | 17 |
|
|
2021
Q4 | $5.86M | Sell |
62,815
-115
| -0.2% | -$10.7K | 2.36% | 16 |
|
|
2021
Q3 | $4.94M | Sell |
62,930
-960
| -2% | -$75.4K | 2.2% | 20 |
|
|
2021
Q2 | $4.68M | Buy |
63,890
+4,025
| +7% | +$295K | 2.07% | 20 |
|
|
2021
Q1 | $4.53M | Buy |
59,865
+4,585
| +8% | +$347K | 2.1% | 21 |
|
|
2020
Q4 | $4.27M | Buy |
55,280
+41,850
| +312% | +$3.23M | 2.18% | 19 |
|
|
2020
Q3 | $3.73M | Sell |
13,430
-159
| -1% | -$44.1K | 2.05% | 21 |
|
|
2020
Q2 | $3.26M | Sell |
13,589
-78
| -0.6% | -$18.7K | 1.79% | 23 |
|
|
2020
Q1 | $3.29M | Sell |
13,667
-1,650
| -11% | -$397K | 2.07% | 20 |
|
|
2019
Q4 | $3.71M | Buy |
15,317
+175
| +1% | +$42.4K | 1.71% | 26 |
|
|
2019
Q3 | $3.53M | Sell |
15,142
-50
| -0.3% | -$11.7K | 1.72% | 24 |
|
|
2019
Q2 | $3.11M | Buy |
15,192
+225
| +2% | +$46.1K | 1.58% | 26 |
|
|
2019
Q1 | $2.89M | Buy |
14,967
+220
| +1% | +$42.5K | 1.5% | 26 |
|
|
2018
Q4 | $2.56M | Buy |
14,747
+705
| +5% | +$123K | 1.51% | 27 |
|
|
2018
Q3 | $2.35M | Buy |
14,042
+388
| +3% | +$65K | 1.21% | 31 |
|
|
2018
Q2 | $2.28M | Buy |
13,654
+905
| +7% | +$151K | 1.25% | 32 |
|
|
2018
Q1 | $2.08M | Buy |
12,749
+725
| +6% | +$118K | 1.18% | 33 |
|
|
2017
Q4 | $1.88M | Sell |
12,024
-121
| -1% | -$18.9K | 1.02% | 34 |
|
|
2017
Q3 | $1.78M | Sell |
12,145
-300
| -2% | -$44K | 1% | 35 |
|
|
2017
Q2 | $1.74M | Sell |
12,445
-154
| -1% | -$21.6K | 1.01% | 37 |
|
|
2017
Q1 | $1.62M | Sell |
12,599
-96
| -0.8% | -$12.3K | 0.94% | 38 |
|
|
2016
Q4 | $1.52M | Sell |
12,695
-1,425
| -10% | -$170K | 0.91% | 39 |
|
|
2016
Q3 | $1.73M | Buy |
14,120
+200
| +1% | +$24.5K | 1.06% | 34 |
|
|
2016
Q2 | $1.82M | Sell |
13,920
-300
| -2% | -$39.1K | 1.13% | 33 |
|
|
2016
Q1 | $1.68M | Sell |
14,220
-50
| -0.4% | -$5.92K | 1.05% | 34 |
|
|
2015
Q4 | $1.48M | Buy |
14,270
+850
| +6% | +$88.3K | 0.96% | 37 |
|
|
2015
Q3 | $1.31M | Buy |
13,420
+800
| +6% | +$78K | 0.93% | 35 |
|
|
2015
Q2 | $1.24M | Hold |
12,620
| – | – | 0.8% | 38 |
|
|
2015
Q1 | $1.31M | Sell |
12,620
-100
| -0.8% | -$10.4K | 0.85% | 37 |
|
|
2014
Q4 | $1.35M | Sell |
12,720
-300
| -2% | -$31.9K | 0.81% | 38 |
|
|
2014
Q3 | $1.22M | Hold |
13,020
| – | – | 0.73% | 40 |
|
|
2014
Q2 | $1.33M | Hold |
13,020
| – | – | 0.8% | 38 |
|
|
2014
Q1 | $1.25M | Sell |
13,020
-300
| -2% | -$28.7K | 0.78% | 40 |
|
|
2013
Q4 | $1.14M | Sell |
13,320
-1,700
| -11% | -$146K | 0.75% | 39 |
|
|
2013
Q3 | $1.2M | Sell |
15,020
-1,000
| -6% | -$80.2K | 0.83% | 41 |
|
|
2013
Q2 | $1.31M | Buy |
+16,020
| New | +$1.31M | 0.93% | 39 |
|