PFBT
Parkside Financial Bank & Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
31,749
+2,118
| +7% | +$147K | 0.24% | 87 |
|
|
2025
Q1 | $2.1M | Buy |
29,631
+255
| +0.9% | +$18.1K | 0.27% | 73 |
|
|
2024
Q4 | $2.11M | Sell |
29,376
-51
| -0.2% | -$3.66K | 0.28% | 68 |
|
|
2024
Q3 | $2.49M | Buy |
29,427
+1,951
| +7% | +$165K | 0.35% | 58 |
|
|
2024
Q2 | $1.95M | Sell |
27,476
-435
| -2% | -$30.8K | 0.3% | 61 |
|
|
2024
Q1 | $1.78M | Buy |
27,911
+7,138
| +34% | +$456K | 0.29% | 67 |
|
|
2023
Q4 | $1.26M | Buy |
20,773
+3,286
| +19% | +$200K | 0.23% | 76 |
|
|
2023
Q3 | $1M | Buy |
17,487
+5,531
| +46% | +$317K | 0.23% | 79 |
|
|
2023
Q2 | $887K | Buy |
11,956
+281
| +2% | +$20.9K | 0.21% | 83 |
|
|
2023
Q1 | $900K | Sell |
11,675
-1,074
| -8% | -$82.8K | 0.24% | 72 |
|
|
2022
Q4 | $1.07M | Sell |
12,749
-294
| -2% | -$24.6K | 0.31% | 55 |
|
|
2022
Q3 | $1.02M | Buy |
13,043
+259
| +2% | +$20.3K | 0.33% | 54 |
|
|
2022
Q2 | $990K | Sell |
12,784
-2,768
| -18% | -$214K | 0.3% | 56 |
|
|
2022
Q1 | $1.32M | Sell |
15,552
-506
| -3% | -$42.9K | 0.35% | 50 |
|
|
2021
Q4 | $1.5M | Buy |
16,058
+3,691
| +30% | +$345K | 0.37% | 44 |
|
|
2021
Q3 | $971K | Buy |
12,367
+267
| +2% | +$21K | 0.29% | 52 |
|
|
2021
Q2 | $887K | Buy |
12,100
+346
| +3% | +$25.4K | 0.26% | 57 |
|
|
2021
Q1 | $888K | Sell |
11,754
-650
| -5% | -$49.1K | 0.27% | 57 |
|
|
2020
Q4 | $957K | Buy |
12,404
+9,424
| +316% | +$727K | 0.3% | 48 |
|
|
2020
Q3 | $828K | Sell |
2,980
-776
| -21% | -$216K | 0.29% | 52 |
|
|
2020
Q2 | $902K | Buy |
3,756
+29
| +0.8% | +$6.96K | 0.3% | 53 |
|
|
2020
Q1 | $896K | Sell |
3,727
-31
| -0.8% | -$7.45K | 0.34% | 45 |
|
|
2019
Q4 | $910K | Buy |
3,758
+258
| +7% | +$62.5K | 0.27% | 55 |
|
|
2019
Q3 | $816K | Sell |
3,500
-242
| -6% | -$56.4K | 0.26% | 60 |
|
|
2019
Q2 | $767K | Sell |
3,742
-139
| -4% | -$28.5K | 0.25% | 60 |
|
|
2019
Q1 | $750K | Buy |
3,881
+35
| +0.9% | +$6.76K | 0.25% | 63 |
|
|
2018
Q4 | $669K | Sell |
3,846
-233
| -6% | -$40.5K | 0.24% | 67 |
|
|
2018
Q3 | $684K | Sell |
4,079
-99
| -2% | -$16.6K | 0.24% | 72 |
|
|
2018
Q2 | $698K | Sell |
4,178
-223
| -5% | -$37.3K | 0.26% | 66 |
|
|
2018
Q1 | $719K | Sell |
4,401
-340
| -7% | -$55.5K | 0.27% | 64 |
|
|
2017
Q4 | $740K | Buy |
4,741
+294
| +7% | +$45.9K | 0.27% | 68 |
|
|
2017
Q3 | $652K | Sell |
4,447
-5
| -0.1% | -$733 | 0.25% | 67 |
|
|
2017
Q2 | $624K | Buy |
4,452
+71
| +2% | +$9.95K | 0.26% | 69 |
|
|
2017
Q1 | $562K | Buy |
4,381
+162
| +4% | +$20.8K | 0.24% | 75 |
|
|
2016
Q4 | $504K | Buy |
4,219
+56
| +1% | +$6.69K | 0.22% | 86 |
|
|
2016
Q3 | $510K | Buy |
4,163
+188
| +5% | +$23K | 0.23% | 82 |
|
|
2016
Q2 | $519K | Buy |
3,975
+325
| +9% | +$42.4K | 0.25% | 76 |
|
|
2016
Q1 | $432K | Buy |
3,650
+152
| +4% | +$18K | 0.22% | 90 |
|
|
2015
Q4 | $364K | Buy |
3,498
+49
| +1% | +$5.1K | 0.18% | 102 |
|
|
2015
Q3 | $337K | Sell |
3,449
-1,643
| -32% | -$161K | 0.19% | 91 |
|
|
2015
Q2 | $499K | Sell |
5,092
-55
| -1% | -$5.39K | 0.27% | 76 |
|
|
2015
Q1 | $536K | Sell |
5,147
-127
| -2% | -$13.2K | 0.29% | 75 |
|
|
2014
Q4 | $561K | Sell |
5,274
-484
| -8% | -$51.5K | 0.32% | 71 |
|
|
2014
Q3 | $540K | Buy |
5,758
+273
| +5% | +$25.6K | 0.33% | 67 |
|
|
2014
Q2 | $563K | Buy |
5,485
+769
| +16% | +$78.9K | 0.33% | 71 |
|
|
2014
Q1 | $451K | Sell |
4,716
-23
| -0.5% | -$2.2K | 0.28% | 80 |
|
|
2013
Q4 | $405K | Buy |
4,739
+420
| +10% | +$35.9K | 0.27% | 88 |
|
|
2013
Q3 | $346K | Buy |
4,319
+9
| +0.2% | +$721 | 0.27% | 86 |
|
|
2013
Q2 | $352K | Buy |
+4,310
| New | +$352K | 0.28% | 88 |
|