Philadelphia 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 | $248K | Hold |
3,573
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $253K | Sell |
3,573
-1,600
| -31% | -$113K | 0.02% | 215 |
|
|
2024
Q4 | $371K | Sell |
5,173
-445
| -8% | -$31.9K | 0.03% | 179 |
|
|
2024
Q3 | $475K | Buy |
5,618
+518
| +10% | +$43.8K | 0.03% | 162 |
|
|
2024
Q2 | $361K | Sell |
5,100
-20
| -0.4% | -$1.42K | 0.03% | 167 |
|
|
2024
Q1 | $327K | Buy |
5,120
+1,050
| +26% | +$67.1K | 0.03% | 181 |
|
|
2023
Q4 | $247K | Hold |
4,070
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $233K | Buy |
4,070
+1,250
| +44% | +$71.6K | 0.02% | 196 |
|
|
2023
Q2 | $209K | Hold |
2,820
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $217K | Sell |
2,820
-318
| -10% | -$24.5K | 0.02% | 209 |
|
|
2022
Q4 | $262K | Sell |
3,138
-29,280
| -90% | -$2.44M | 0.03% | 194 |
|
|
2022
Q3 | $2.54M | Buy |
32,418
+28,164
| +662% | +$2.21M | 0.29% | 74 |
|
|
2022
Q2 | $330K | Buy |
4,254
+175
| +4% | +$13.6K | 0.03% | 175 |
|
|
2022
Q1 | $346K | Buy |
4,079
+690
| +20% | +$58.5K | 0.03% | 190 |
|
|
2021
Q4 | $316K | Hold |
3,389
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $266K | Buy |
+3,389
| New | +$266K | 0.02% | 206 |
|
|
2020
Q4 | – | Sell |
-4,448
| Closed | -$309K | – | 212 |
|
|
2020
Q3 | $309K | Sell |
4,448
-33,132
| -88% | -$2.3M | 0.03% | 170 |
|
|
2020
Q2 | $2.26M | Buy |
+37,580
| New | +$2.26M | 0.24% | 69 |
|
|
2020
Q1 | – | Sell |
-21,728
| Closed | -$1.32M | – | 180 |
|
|
2019
Q4 | $1.32M | Sell |
21,728
-3,168
| -13% | -$192K | 0.11% | 101 |
|
|
2019
Q3 | $1.45M | Sell |
24,896
-1,600
| -6% | -$93.2K | 0.13% | 96 |
|
|
2019
Q2 | $1.36M | Buy |
26,496
+660
| +3% | +$33.8K | 0.12% | 106 |
|
|
2019
Q1 | $1.25M | Buy |
25,836
+128
| +0.5% | +$6.19K | 0.11% | 104 |
|
|
2018
Q4 | $1.12M | Buy |
25,708
+2,060
| +9% | +$89.5K | 0.12% | 96 |
|
|
2018
Q3 | $991K | Buy |
23,648
+7,460
| +46% | +$313K | 0.08% | 120 |
|
|
2018
Q2 | $676K | Buy |
16,188
+1,200
| +8% | +$50.1K | 0.06% | 130 |
|
|
2018
Q1 | $612K | Sell |
14,988
-12,476
| -45% | -$509K | 0.05% | 140 |
|
|
2017
Q4 | $1.07M | Hold |
27,464
| – | – | 0.08% | 120 |
|
|
2017
Q3 | $1.01M | Hold |
27,464
| – | – | 0.08% | 120 |
|
|
2017
Q2 | $962K | Sell |
27,464
-140
| -0.5% | -$4.9K | 0.08% | 127 |
|
|
2017
Q1 | $886K | Sell |
27,604
-996
| -3% | -$32K | 0.07% | 125 |
|
|
2016
Q4 | $854K | Hold |
28,600
| – | – | 0.07% | 133 |
|
|
2016
Q3 | $875K | Sell |
28,600
-700
| -2% | -$21.4K | 0.08% | 124 |
|
|
2016
Q2 | $955K | Hold |
29,300
| – | – | 0.08% | 121 |
|
|
2016
Q1 | $867K | Sell |
29,300
-5,156
| -15% | -$153K | 0.07% | 111 |
|
|
2015
Q4 | $860K | Sell |
34,456
-3,100
| -8% | -$77.4K | 0.07% | 115 |
|
|
2015
Q3 | $916K | Buy |
37,556
+32,836
| +696% | +$801K | 0.08% | 108 |
|
|
2015
Q2 | $12K | Sell |
4,720
-44,236
| -90% | -$113K | 0.04% | 134 |
|
|
2015
Q1 | $1.27M | Buy |
48,956
+8,620
| +21% | +$224K | 0.1% | 107 |
|
|
2014
Q4 | $1.07M | Sell |
40,336
-3,072
| -7% | -$81.6K | 0.09% | 98 |
|
|
2014
Q3 | $1.02M | Sell |
43,408
-4,892
| -10% | -$115K | 0.06% | 105 |
|
|
2014
Q2 | $1.24M | Sell |
48,300
-4,308
| -8% | -$110K | 0.08% | 93 |
|
|
2014
Q1 | $1.26M | Buy |
52,608
+920
| +2% | +$22K | 0.08% | 94 |
|
|
2013
Q4 | $1.11M | Sell |
51,688
-6,720
| -12% | -$144K | 0.07% | 107 |
|
|
2013
Q3 | $1.17M | Sell |
58,408
-800
| -1% | -$16K | 0.08% | 104 |
|
|
2013
Q2 | $1.21M | Buy |
+59,208
| New | +$1.21M | 0.09% | 98 |
|