Perkins Coie Trust Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.4K | Hold |
740
| – | – | 0.01% | 186 |
|
2025
Q1 | $52.5K | Hold |
740
| – | – | 0.01% | 175 |
|
2024
Q4 | $53.1K | Hold |
740
| – | – | 0.01% | 175 |
|
2024
Q3 | $62.6K | Hold |
740
| – | – | 0.01% | 181 |
|
2024
Q2 | $52.4K | Hold |
740
| – | – | 0.01% | 185 |
|
2024
Q1 | $47.3K | Hold |
740
| – | – | 0.01% | 162 |
|
2023
Q4 | $44.9K | Sell |
740
-253
| -25% | -$15.4K | 0.01% | 162 |
|
2023
Q3 | $56.9K | Buy |
993
+125
| +14% | +$7.16K | 0.02% | 154 |
|
2023
Q2 | $64.4K | Hold |
868
| – | – | 0.02% | 118 |
|
2023
Q1 | $66.9K | Hold |
868
| – | – | 0.02% | 118 |
|
2022
Q4 | $72.6K | Sell |
868
-200
| -19% | -$16.7K | 0.02% | 110 |
|
2022
Q3 | $84K | Hold |
1,068
| – | – | 0.03% | 101 |
|
2022
Q2 | $83K | Buy |
1,068
+200
| +23% | +$15.5K | 0.03% | 104 |
|
2022
Q1 | $74K | Hold |
868
| – | – | 0.02% | 120 |
|
2021
Q4 | $81K | Sell |
868
-440
| -34% | -$41.1K | 0.02% | 118 |
|
2021
Q3 | $103K | Hold |
1,308
| – | – | 0.03% | 112 |
|
2021
Q2 | $96K | Hold |
1,308
| – | – | 0.03% | 117 |
|
2021
Q1 | $99K | Hold |
1,308
| – | – | 0.03% | 112 |
|
2020
Q4 | $101K | Hold |
1,308
| – | – | 0.03% | 112 |
|
2020
Q3 | $91K | Sell |
1,308
-20
| -2% | -$1.39K | 0.04% | 113 |
|
2020
Q2 | $80K | Hold |
1,328
| – | – | 0.03% | 123 |
|
2020
Q1 | $80K | Buy |
1,328
+20
| +2% | +$1.21K | 0.04% | 126 |
|
2019
Q4 | $79K | Hold |
1,308
| – | – | 0.03% | 139 |
|
2019
Q3 | $76K | Hold |
1,308
| – | – | 0.03% | 142 |
|
2019
Q2 | $67K | Hold |
1,308
| – | – | 0.03% | 145 |
|
2019
Q1 | $63K | Hold |
1,308
| – | – | 0.03% | 147 |
|
2018
Q4 | $57K | Hold |
1,308
| – | – | 0.03% | 149 |
|
2018
Q3 | $55K | Hold |
1,308
| – | – | 0.03% | 163 |
|
2018
Q2 | $55K | Hold |
1,308
| – | – | 0.03% | 160 |
|
2018
Q1 | $53K | Hold |
1,308
| – | – | 0.03% | 161 |
|
2017
Q4 | $51K | Sell |
1,308
-100
| -7% | -$3.9K | 0.03% | 164 |
|
2017
Q3 | $52K | Hold |
1,408
| – | – | 0.03% | 163 |
|
2017
Q2 | $49K | Hold |
1,408
| – | – | 0.03% | 174 |
|
2017
Q1 | $45K | Hold |
1,408
| – | – | 0.03% | 161 |
|
2016
Q4 | $42K | Buy |
+1,408
| New | +$42K | 0.03% | 167 |
|