Plancorp LLC’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 | $1.12M | Sell |
16,129
-25
| -0.2% | -$1.74K | 0.04% | 143 |
|
|
2025
Q1 | $1.15M | Buy |
16,154
+218
| +1% | +$15.5K | 0.05% | 136 |
|
|
2024
Q4 | $1.14M | Buy |
15,936
+984
| +7% | +$70.5K | 0.05% | 117 |
|
|
2024
Q3 | $1.26M | Buy |
14,952
+56
| +0.4% | +$4.73K | 0.05% | 112 |
|
|
2024
Q2 | $1.05M | Buy |
14,896
+260
| +2% | +$18.4K | 0.05% | 115 |
|
|
2024
Q1 | $935K | Buy |
14,636
+1,064
| +8% | +$68K | 0.04% | 125 |
|
|
2023
Q4 | $824K | Sell |
13,572
-608
| -4% | -$36.9K | 0.04% | 122 |
|
|
2023
Q3 | $812K | Buy |
14,180
+518
| +4% | +$29.7K | 0.04% | 122 |
|
|
2023
Q2 | $1.01M | Buy |
13,662
+1,157
| +9% | +$85.9K | 0.05% | 105 |
|
|
2023
Q1 | $964K | Buy |
12,505
+674
| +6% | +$52K | 0.05% | 108 |
|
|
2022
Q4 | $989K | Sell |
11,831
-110
| -0.9% | -$9.2K | 0.06% | 98 |
|
|
2022
Q3 | $936K | Buy |
11,941
+317
| +3% | +$24.8K | 0.06% | 93 |
|
|
2022
Q2 | $900K | Buy |
11,624
+293
| +3% | +$22.7K | 0.06% | 101 |
|
|
2022
Q1 | $960K | Buy |
11,331
+28
| +0.2% | +$2.37K | 0.06% | 104 |
|
|
2021
Q4 | $1.06M | Sell |
11,303
-53
| -0.5% | -$4.95K | 0.07% | 95 |
|
|
2021
Q3 | $892K | Buy |
11,356
+465
| +4% | +$36.5K | 0.06% | 102 |
|
|
2021
Q2 | $798K | Sell |
10,891
-134
| -1% | -$9.82K | 0.06% | 102 |
|
|
2021
Q1 | $834K | Sell |
11,025
-166
| -1% | -$12.6K | 0.18% | 87 |
|
|
2020
Q4 | $863K | Buy |
11,191
+919
| +9% | +$70.9K | 0.21% | 86 |
|
|
2020
Q3 | $713K | Buy |
10,272
+3,360
| +49% | +$233K | 0.22% | 76 |
|
|
2020
Q2 | $415K | Buy |
6,912
+476
| +7% | +$28.6K | 0.13% | 113 |
|
|
2020
Q1 | $387K | Buy |
6,436
+136
| +2% | +$8.18K | 0.15% | 106 |
|
|
2019
Q4 | $381K | Sell |
6,300
-20
| -0.3% | -$1.21K | 0.12% | 125 |
|
|
2019
Q3 | $368K | Buy |
6,320
+40
| +0.6% | +$2.33K | 0.14% | 111 |
|
|
2019
Q2 | $322K | Buy |
6,280
+56
| +0.9% | +$2.87K | 0.13% | 125 |
|
|
2019
Q1 | $301K | Buy |
6,224
+204
| +3% | +$9.87K | 0.11% | 134 |
|
|
2018
Q4 | $262K | Buy |
6,020
+44
| +0.7% | +$1.92K | 0.12% | 127 |
|
|
2018
Q3 | $250K | Sell |
5,976
-32
| -0.5% | -$1.34K | 0.1% | 148 |
|
|
2018
Q2 | $251K | Sell |
6,008
-12
| -0.2% | -$501 | 0.1% | 145 |
|
|
2018
Q1 | $245K | Sell |
6,020
-108
| -2% | -$4.4K | 0.08% | 147 |
|
|
2017
Q4 | $239K | Sell |
6,128
-12
| -0.2% | -$468 | 0.08% | 150 |
|
|
2017
Q3 | $226K | Sell |
6,140
-24
| -0.4% | -$883 | 0.07% | 154 |
|
|
2017
Q2 | $216K | Buy |
+6,164
| New | +$216K | 0.06% | 157 |
|