Orrstown Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,723
| Closed | -$230K | – | 140 |
|
|
2024
Q3 | $230K | Buy |
+2,723
| New | +$230K | 0.07% | 128 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$22K | – | 175 |
|
|
2019
Q3 | $22K | Hold |
400
| – | – | 0.03% | 158 |
|
|
2019
Q2 | $20K | Hold |
400
| – | – | 0.03% | 158 |
|
|
2019
Q1 | $19K | Hold |
400
| – | – | 0.03% | 164 |
|
|
2018
Q4 | $17K | Hold |
400
| – | – | 0.03% | 150 |
|
|
2018
Q3 | $17K | Hold |
400
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $17K | Hold |
400
| – | – | 0.02% | 191 |
|
|
2018
Q1 | $16K | Buy |
400
+200
| +100% | +$8K | 0.02% | 207 |
|
|
2017
Q4 | $8K | Sell |
200
-2,008
| -91% | -$80.3K | 0.01% | 236 |
|
|
2017
Q3 | $81K | Hold |
2,208
| – | – | 0.09% | 124 |
|
|
2017
Q2 | $77K | Hold |
2,208
| – | – | 0.08% | 124 |
|
|
2017
Q1 | $71K | Hold |
2,208
| – | – | 0.07% | 135 |
|
|
2016
Q4 | $63K | Hold |
2,208
| – | – | 0.06% | 126 |
|
|
2016
Q3 | $68K | Hold |
2,208
| – | – | 0.07% | 116 |
|
|
2016
Q2 | $72K | Hold |
2,208
| – | – | 0.08% | 103 |
|
|
2016
Q1 | $65K | Hold |
2,208
| – | – | 0.07% | 101 |
|
|
2015
Q4 | $57K | Hold |
2,208
| – | – | 0.06% | 108 |
|
|
2015
Q3 | $54K | Hold |
2,208
| – | – | 0.06% | 110 |
|
|
2015
Q2 | $54K | Hold |
2,208
| – | – | 0.06% | 119 |
|
|
2015
Q1 | $57K | Hold |
2,208
| – | – | 0.06% | 118 |
|
|
2014
Q4 | $59K | Hold |
2,208
| – | – | 0.06% | 116 |
|
|
2014
Q3 | $52K | Hold |
2,208
| – | – | 0.06% | 124 |
|
|
2014
Q2 | $57K | Hold |
2,208
| – | – | 0.06% | 109 |
|
|
2014
Q1 | $53K | Hold |
2,208
| – | – | 0.06% | 109 |
|
|
2013
Q4 | $47K | Hold |
2,208
| – | – | 0.05% | 113 |
|
|
2013
Q3 | $44K | Hold |
2,208
| – | – | 0.05% | 113 |
|
|
2013
Q2 | $45K | Buy |
+2,208
| New | +$45K | 0.07% | 101 |
|