Security National Bank’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 | $6.45M | Buy |
92,870
+280
| +0.3% | +$19.4K | 1.12% | 24 |
|
|
2025
Q1 | $6.56M | Buy |
92,590
+1,551
| +2% | +$110K | 1.24% | 22 |
|
|
2024
Q4 | $6.53M | Sell |
91,039
-865
| -0.9% | -$62K | 0.93% | 26 |
|
|
2024
Q3 | $7.77M | Sell |
91,904
-469
| -0.5% | -$39.6K | 1.06% | 22 |
|
|
2024
Q2 | $6.54M | Buy |
92,373
+1,935
| +2% | +$137K | 0.95% | 27 |
|
|
2024
Q1 | $5.78M | Buy |
90,438
+4,329
| +5% | +$277K | 0.88% | 28 |
|
|
2023
Q4 | $5.23M | Buy |
86,109
+3,580
| +4% | +$217K | 1.18% | 28 |
|
|
2023
Q3 | $4.71M | Buy |
82,529
+2,010
| +2% | +$115K | 1.32% | 28 |
|
|
2023
Q2 | $5.97M | Sell |
80,519
-593
| -0.7% | -$44K | 1.52% | 24 |
|
|
2023
Q1 | $6.25M | Sell |
81,112
-4,419
| -5% | -$341K | 1.67% | 23 |
|
|
2022
Q4 | $7.15M | Buy |
85,531
+30,130
| +54% | +$2.52M | 1.93% | 20 |
|
|
2022
Q3 | $4.34M | Buy |
55,401
+2,401
| +5% | +$188K | 1.21% | 32 |
|
|
2022
Q2 | $4.11M | Sell |
53,000
-1,723
| -3% | -$133K | 1.14% | 38 |
|
|
2022
Q1 | $4.64M | Buy |
54,723
+996
| +2% | +$84.4K | 1.06% | 38 |
|
|
2021
Q4 | $5.02M | Buy |
53,727
+886
| +2% | +$82.7K | 1.14% | 35 |
|
|
2021
Q3 | $4.15M | Buy |
52,841
+230
| +0.4% | +$18.1K | 1.04% | 40 |
|
|
2021
Q2 | $3.86M | Buy |
52,611
+158
| +0.3% | +$11.6K | 1.01% | 39 |
|
|
2021
Q1 | $3.97M | Buy |
52,453
+2,212
| +4% | +$167K | 1.17% | 36 |
|
|
2020
Q4 | $3.88M | Sell |
50,241
-299
| -0.6% | -$23.1K | 1.23% | 33 |
|
|
2020
Q3 | $3.51M | Buy |
50,540
+1,704
| +3% | +$118K | 1.22% | 33 |
|
|
2020
Q2 | $2.93M | Buy |
48,836
+2,600
| +6% | +$156K | 1.21% | 34 |
|
|
2020
Q1 | $2.78M | Sell |
46,236
-1,084
| -2% | -$65.2K | 1.46% | 30 |
|
|
2019
Q4 | $2.87M | Buy |
47,320
+720
| +2% | +$43.6K | 1.28% | 33 |
|
|
2019
Q3 | $2.71M | Buy |
46,600
+2,216
| +5% | +$129K | 1.28% | 33 |
|
|
2019
Q2 | $2.27M | Buy |
44,384
+720
| +2% | +$36.9K | 1.12% | 40 |
|
|
2019
Q1 | $2.11M | Buy |
43,664
+5,796
| +15% | +$280K | 1.09% | 38 |
|
|
2018
Q4 | $1.65M | Sell |
37,868
-1,156
| -3% | -$50.2K | 1.03% | 39 |
|
|
2018
Q3 | $1.64M | Buy |
+39,024
| New | +$1.64M | 0.9% | 42 |
|