Riverview 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 | $108K | Sell |
1,554
-1,041
| -40% | -$72.3K | 0.13% | 84 |
|
|
2025
Q1 | $184K | Sell |
2,595
-15
| -0.6% | -$1.06K | 0.18% | 98 |
|
|
2024
Q4 | $187K | Sell |
2,610
-18
| -0.7% | -$1.29K | 0.17% | 99 |
|
|
2024
Q3 | $222K | Buy |
2,628
+33
| +1% | +$2.79K | 0.19% | 86 |
|
|
2024
Q2 | $184K | Buy |
2,595
+747
| +40% | +$52.9K | 0.17% | 93 |
|
|
2024
Q1 | $118K | Buy |
+1,848
| New | +$118K | 0.09% | 152 |
|
|
2023
Q4 | – | Sell |
-2,704
| Closed | -$155K | – | 454 |
|
|
2023
Q3 | $155K | Sell |
2,704
-82
| -3% | -$4.7K | 0.14% | 110 |
|
|
2023
Q2 | $207K | Sell |
2,786
-4,065
| -59% | -$302K | 0.19% | 84 |
|
|
2023
Q1 | $528K | Sell |
6,851
-2,529
| -27% | -$195K | 0.49% | 41 |
|
|
2022
Q4 | $784K | Buy |
9,380
+1,207
| +15% | +$101K | 0.74% | 31 |
|
|
2022
Q3 | $641K | Hold |
8,173
| – | – | 0.62% | 33 |
|
|
2022
Q2 | $633K | Buy |
8,173
+3,605
| +79% | +$279K | 0.55% | 37 |
|
|
2022
Q1 | $387K | Buy |
4,568
+1,348
| +42% | +$114K | 0.29% | 59 |
|
|
2021
Q4 | $301 | Hold |
3,220
| – | – | 0.18% | 68 |
|
|
2021
Q3 | $253K | Hold |
3,220
| – | – | 0.27% | 69 |
|
|
2021
Q2 | $236K | Hold |
3,220
| – | – | 0.25% | 75 |
|
|
2021
Q1 | $243K | Hold |
3,220
| – | – | 0.27% | 70 |
|
|
2020
Q4 | $248K | Hold |
3,220
| – | – | 0.27% | 66 |
|
|
2020
Q3 | $223K | Sell |
3,220
-2,504
| -44% | -$173K | 0.26% | 69 |
|
|
2020
Q2 | $344K | Hold |
5,724
| – | – | 0.33% | 60 |
|
|
2020
Q1 | $344K | Sell |
5,724
-1,744
| -23% | -$105K | 0.33% | 52 |
|
|
2019
Q4 | $452K | Hold |
7,468
| – | – | 0.3% | 63 |
|
|
2019
Q3 | $435K | Hold |
7,468
| – | – | 0.3% | 64 |
|
|
2019
Q2 | $382K | Hold |
7,468
| – | – | 0.27% | 72 |
|
|
2019
Q1 | $361K | Hold |
7,468
| – | – | 0.27% | 71 |
|
|
2018
Q4 | $325K | Buy |
+7,468
| New | +$325K | 0.25% | 71 |
|