Peoples Financial Services Corp’s NextEra Energy, Inc. NEE Stock Holding History

Peoples Financial Services Corp’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Sell	26,092 -600	-2%	-$41.7K	0.9%	28
2025 Q1	$1.89M	Sell	26,692 -130	-0.5%	-$9.21K	0.91%	29
2024 Q4	$1.92M	Hold	26,822	–	–	0.89%	32
2024 Q3	$2.27M	Hold	26,822	–	–	1.03%	24
2024 Q2	$1.9M	Sell	26,822 -8	-0%	-$566	0.86%	30
2024 Q1	$1.71M	Sell	26,830 -1,907	-7%	-$122K	0.74%	39
2023 Q4	$1.75M	Sell	28,737 -226	-0.8%	-$13.7K	0.76%	38
2023 Q3	$1.66M	Sell	28,963 -800	-3%	-$45.8K	0.78%	36
2023 Q2	$2.21M	Hold	29,763	–	–	0.99%	25
2023 Q1	$2.29M	Sell	29,763 -275	-0.9%	-$21.2K	1.07%	26
2022 Q4	$2.51M	Hold	30,038	–	–	1.18%	21
2022 Q3	$2.36M	Sell	30,038 -404	-1%	-$31.7K	1.21%	19
2022 Q2	$2.36M	Hold	30,442	–	–	1.12%	21
2022 Q1	$2.58M	Sell	30,442 -3,000	-9%	-$254K	1.11%	23
2021 Q4	$3.12M	Sell	33,442 -100	-0.3%	-$9.34K	1.21%	18
2021 Q3	$2.63M	Sell	33,542 -100	-0.3%	-$7.85K	1.11%	22
2021 Q2	$2.47M	Sell	33,642 -140	-0.4%	-$10.3K	1.03%	28
2021 Q1	$2.56M	Sell	33,782 -2,150	-6%	-$163K	1.11%	24
2020 Q4	$2.77M	Buy	35,932 +100	+0.3%	+$7.72K	1.27%	19
2020 Q3	$2.49M	Sell	35,832 -1,100	-3%	-$76.3K	1.25%	20
2020 Q2	$2.22M	Hold	36,932	–	–	1.17%	23
2020 Q1	$2.22M	Hold	36,932	–	–	1.31%	19
2019 Q4	$2.24M	Sell	36,932 -200	-0.5%	-$12.1K	1.05%	28
2019 Q3	$2.16M	Buy	37,132 +100	+0.3%	+$5.82K	1.08%	27
2019 Q2	$1.9M	Buy	37,032 +400	+1%	+$20.5K	0.96%	30
2019 Q1	$1.77M	Sell	36,632 -800	-2%	-$38.7K	0.91%	34
2018 Q4	$1.63M	Sell	37,432 -200	-0.5%	-$8.69K	0.92%	35
2018 Q3	$1.58M	Hold	37,632	–	–	0.8%	43
2018 Q2	$1.57M	Sell	37,632 -1,000	-3%	-$41.8K	0.88%	38
2018 Q1	$1.58M	Sell	38,632 -400	-1%	-$16.3K	0.9%	37
2017 Q4	$1.52M	Hold	39,032	–	–	0.83%	37
2017 Q3	$1.43M	Sell	39,032 -600	-2%	-$22K	0.81%	37
2017 Q2	$1.39M	Buy	39,632 +300	+0.8%	+$10.5K	0.81%	37
2017 Q1	$1.26M	Sell	39,332 -4,300	-10%	-$138K	0.75%	43
2016 Q4	$1.42M	Sell	43,632 -260	-0.6%	-$8.47K	0.88%	32
2016 Q3	$1.34M	Buy	43,892 +260	+0.6%	+$7.95K	0.83%	36
2016 Q2	$1.42M	Sell	43,632 -800	-2%	-$26.1K	0.88%	32
2016 Q1	$1.31M	Buy	44,432 +1,400	+3%	+$41.4K	0.83%	35
2015 Q4	$1.12M	Sell	43,032 -200	-0.5%	-$5.2K	0.74%	38
2015 Q3	$1.05M	Hold	43,232	–	–	0.75%	38
2015 Q2	$1.06M	Sell	43,232 -1,580	-4%	-$38.7K	0.71%	45
2015 Q1	$1.17M	Hold	44,812	–	–	0.77%	36
2014 Q4	$1.19M	Sell	44,812 -3,200	-7%	-$85K	0.78%	37
2014 Q3	$1.13M	Sell	48,012 -6,400	-12%	-$150K	0.76%	37
2014 Q2	$1.39M	Sell	54,412 -2,000	-4%	-$51.2K	0.89%	34
2014 Q1	$1.35M	Sell	56,412 -500	-0.9%	-$12K	1%	28
2013 Q4	$1.22M	Buy	+56,912	New	+$1.22M	0.8%	39