Spinnaker 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
Q2 | $5.98M | Buy |
86,201
+2,247
| +3% | +$156K | 0.36% | 65 |
|
|
2025
Q1 | $5.95M | Sell |
83,954
-4,690
| -5% | -$332K | 0.39% | 64 |
|
|
2024
Q4 | $6.35M | Sell |
88,644
-34,989
| -28% | -$2.51M | 0.4% | 58 |
|
|
2024
Q3 | $10.5M | Sell |
123,633
-4,859
| -4% | -$411K | 0.64% | 35 |
|
|
2024
Q2 | $9.1M | Buy |
128,492
+1,445
| +1% | +$102K | 0.58% | 39 |
|
|
2024
Q1 | $8.12M | Buy |
127,047
+5,353
| +4% | +$342K | 0.52% | 46 |
|
|
2023
Q4 | $7.39M | Buy |
121,694
+18,806
| +18% | +$1.14M | 0.5% | 48 |
|
|
2023
Q3 | $5.89M | Sell |
102,888
-2,015
| -2% | -$115K | 0.44% | 58 |
|
|
2023
Q2 | $7.78M | Buy |
104,903
+1,156
| +1% | +$85.8K | 0.57% | 43 |
|
|
2023
Q1 | $8M | Sell |
103,747
-1,515
| -1% | -$117K | 0.61% | 42 |
|
|
2022
Q4 | $8.8M | Buy |
105,262
+2,755
| +3% | +$230K | 0.69% | 35 |
|
|
2022
Q3 | $8.04M | Buy |
102,507
+828
| +0.8% | +$64.9K | 0.67% | 33 |
|
|
2022
Q2 | $7.88M | Buy |
101,679
+5,493
| +6% | +$425K | 0.61% | 39 |
|
|
2022
Q1 | $8.15M | Buy |
96,186
+786
| +0.8% | +$66.6K | 0.55% | 43 |
|
|
2021
Q4 | $8.91M | Buy |
95,400
+4,697
| +5% | +$439K | 0.57% | 41 |
|
|
2021
Q3 | $7.12M | Buy |
90,703
+6,173
| +7% | +$485K | 0.5% | 49 |
|
|
2021
Q2 | $6.19M | Buy |
84,530
+56,076
| +197% | +$4.11M | 0.43% | 55 |
|
|
2021
Q1 | $2.15M | Buy |
28,454
+1,249
| +5% | +$94.4K | 0.16% | 93 |
|
|
2020
Q4 | $2.1M | Buy |
27,205
+185
| +0.7% | +$14.3K | 0.17% | 91 |
|
|
2020
Q3 | $1.87M | Buy |
27,020
+708
| +3% | +$49.1K | 0.17% | 86 |
|
|
2020
Q2 | $1.58M | Buy |
26,312
+4,416
| +20% | +$265K | 0.15% | 96 |
|
|
2020
Q1 | $1.32M | Buy |
21,896
+18,140
| +483% | +$1.09M | 0.14% | 101 |
|
|
2019
Q4 | $227K | Buy |
+3,756
| New | +$227K | 0.02% | 229 |
|