Sabal Trust’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
Q1 | $24.8M | Buy |
350,336
+1,504
| +0.4% | +$107K | 1.38% | 34 |
|
|
2024
Q4 | $25M | Sell |
348,832
-5,121
| -1% | -$367K | 1.44% | 28 |
|
|
2024
Q3 | $29.9M | Sell |
353,953
-5,279
| -1% | -$446K | 1.63% | 23 |
|
|
2024
Q2 | $25.4M | Sell |
359,232
-6,925
| -2% | -$490K | 1.51% | 29 |
|
|
2024
Q1 | $23.4M | Buy |
366,157
+9,616
| +3% | +$615K | 1.36% | 34 |
|
|
2023
Q4 | $21.7M | Buy |
356,541
+4,007
| +1% | +$243K | 1.33% | 37 |
|
|
2023
Q3 | $20.2M | Sell |
352,534
-2,273
| -0.6% | -$130K | 1.35% | 37 |
|
|
2023
Q2 | $26.3M | Buy |
354,807
+1,450
| +0.4% | +$108K | 1.67% | 29 |
|
|
2023
Q1 | $27.2M | Buy |
353,357
+1,505
| +0.4% | +$116K | 1.9% | 27 |
|
|
2022
Q4 | $29.4M | Sell |
351,852
-994
| -0.3% | -$83.1K | 2% | 23 |
|
|
2022
Q3 | $27.7M | Buy |
352,846
+7,184
| +2% | +$563K | 2.09% | 18 |
|
|
2022
Q2 | $26.8M | Buy |
345,662
+5,435
| +2% | +$421K | 1.92% | 25 |
|
|
2022
Q1 | $28.8M | Sell |
340,227
-1,362
| -0.4% | -$115K | 1.99% | 25 |
|
|
2021
Q4 | $31.9M | Sell |
341,589
-6,146
| -2% | -$574K | 2.03% | 21 |
|
|
2021
Q3 | $27.3M | Sell |
347,735
-107,177
| -24% | -$8.42M | 1.95% | 22 |
|
|
2021
Q2 | $33.3M | Buy |
454,912
+12,760
| +3% | +$935K | 2.41% | 16 |
|
|
2021
Q1 | $33.4M | Buy |
442,152
+646
| +0.1% | +$48.8K | 2.48% | 9 |
|
|
2020
Q4 | $34.1M | Sell |
441,506
-8,762
| -2% | -$676K | 2.74% | 4 |
|
|
2020
Q3 | $31.2M | Sell |
450,268
-25,588
| -5% | -$1.78M | 2.73% | 8 |
|
|
2020
Q2 | $28.6M | Sell |
475,856
-23,476
| -5% | -$1.41M | 2.67% | 11 |
|
|
2020
Q1 | $30M | Sell |
499,332
-57,352
| -10% | -$3.45M | 3.37% | 3 |
|
|
2019
Q4 | $33.7M | Buy |
556,684
+5,620
| +1% | +$340K | 2.67% | 10 |
|
|
2019
Q3 | $32.1M | Buy |
551,064
+134,668
| +32% | +$7.84M | 2.59% | 14 |
|
|
2019
Q2 | $21.3M | Buy |
416,396
+8,372
| +2% | +$429K | 1.88% | 30 |
|
|
2019
Q1 | $19.7M | Buy |
408,024
+13,640
| +3% | +$659K | 1.75% | 32 |
|
|
2018
Q4 | $17.1M | Buy |
394,384
+379,980
| +2,638% | +$16.5M | 1.76% | 31 |
|
|
2018
Q3 | $603K | Sell |
14,404
-596
| -4% | -$25K | 0.05% | 88 |
|
|
2018
Q2 | $627K | Buy |
15,000
+800
| +6% | +$33.4K | 0.06% | 86 |
|
|
2018
Q1 | $579K | Sell |
14,200
-2,164
| -13% | -$88.2K | 0.06% | 91 |
|
|
2017
Q4 | $639K | Buy |
16,364
+2,164
| +15% | +$84.5K | 0.07% | 77 |
|
|
2017
Q3 | $521K | Sell |
14,200
-320
| -2% | -$11.7K | 0.05% | 85 |
|
|
2017
Q2 | $509K | Buy |
14,520
+320
| +2% | +$11.2K | 0.05% | 84 |
|
|
2017
Q1 | $455K | Sell |
14,200
-3,000
| -17% | -$96.1K | 0.05% | 86 |
|
|
2016
Q4 | $514K | Sell |
17,200
-2,000
| -10% | -$59.8K | 0.06% | 79 |
|
|
2016
Q3 | $587K | Sell |
19,200
-600
| -3% | -$18.3K | 0.07% | 76 |
|
|
2016
Q2 | $646K | Buy |
19,800
+600
| +3% | +$19.6K | 0.07% | 66 |
|
|
2016
Q1 | $568K | Hold |
19,200
| – | – | 0.07% | 69 |
|
|
2015
Q4 | $499K | Buy |
19,200
+1,784
| +10% | +$46.4K | 0.07% | 83 |
|
|
2015
Q3 | $425K | Buy |
17,416
+4,216
| +32% | +$103K | 0.06% | 73 |
|
|
2015
Q2 | $323K | Hold |
13,200
| – | – | 0.04% | 87 |
|
|
2015
Q1 | $344K | Sell |
13,200
-800
| -6% | -$20.8K | 0.05% | 87 |
|
|
2014
Q4 | $372K | Sell |
14,000
-4,296
| -23% | -$114K | 0.05% | 85 |
|
|
2014
Q3 | $430K | Buy |
18,296
+3,816
| +26% | +$89.7K | 0.06% | 76 |
|
|
2014
Q2 | $371K | Buy |
14,480
+1,280
| +10% | +$32.8K | 0.05% | 80 |
|
|
2014
Q1 | $315K | Sell |
13,200
-5,400
| -29% | -$129K | 0.04% | 87 |
|
|
2013
Q4 | $398K | Buy |
18,600
+4,200
| +29% | +$89.9K | 0.06% | 76 |
|
|
2013
Q3 | $288K | Hold |
14,400
| – | – | 0.04% | 93 |
|
|
2013
Q2 | $293K | Buy |
+14,400
| New | +$293K | 0.05% | 93 |
|