St Louis 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 | $1.34M | Hold |
19,298
| – | – | 0.18% | 59 |
|
|
2025
Q1 | $1.37M | Buy |
19,298
+2,898
| +18% | +$205K | 0.2% | 56 |
|
|
2024
Q4 | $1.18M | Hold |
16,400
| – | – | 0.17% | 60 |
|
|
2024
Q3 | $1.39M | Sell |
16,400
-2,898
| -15% | -$245K | 0.2% | 57 |
|
|
2024
Q2 | $1.37M | Hold |
19,298
| – | – | 0.21% | 57 |
|
|
2024
Q1 | $1.23M | Buy |
19,298
+2,898
| +18% | +$185K | 0.19% | 58 |
|
|
2023
Q4 | $996K | Hold |
16,400
| – | – | 0.17% | 61 |
|
|
2023
Q3 | $940K | Hold |
16,400
| – | – | 0.18% | 60 |
|
|
2023
Q2 | $1.22M | Hold |
16,400
| – | – | 0.22% | 53 |
|
|
2023
Q1 | $1.26M | Hold |
16,400
| – | – | 0.25% | 49 |
|
|
2022
Q4 | $1.37M | Sell |
16,400
-8,440
| -34% | -$706K | 0.29% | 49 |
|
|
2022
Q3 | $1.92M | Buy |
24,840
+8,440
| +51% | +$651K | 0.54% | 30 |
|
|
2022
Q2 | $1.27M | Hold |
16,400
| – | – | 0.27% | 47 |
|
|
2022
Q1 | $1.39M | Sell |
16,400
-8,440
| -34% | -$715K | 0.3% | 46 |
|
|
2021
Q4 | $2.32M | Hold |
24,840
| – | – | 0.49% | 40 |
|
|
2021
Q3 | $1.95M | Hold |
24,840
| – | – | 0.51% | 36 |
|
|
2021
Q2 | $1.82M | Hold |
24,840
| – | – | 0.45% | 38 |
|
|
2021
Q1 | $1.88M | Hold |
24,840
| – | – | 0.46% | 35 |
|
|
2020
Q4 | $1.92M | Hold |
24,840
| – | – | 0.55% | 29 |
|
|
2020
Q3 | $1.72M | Hold |
24,840
| – | – | 0.55% | 29 |
|
|
2020
Q2 | $1.49M | Hold |
24,840
| – | – | 0.45% | 31 |
|
|
2020
Q1 | $1.49M | Sell |
24,840
-3,960
| -14% | -$238K | 0.56% | 24 |
|
|
2019
Q4 | $1.74M | Hold |
28,800
| – | – | 0.5% | 27 |
|
|
2019
Q3 | $1.68M | Hold |
28,800
| – | – | 0.52% | 25 |
|
|
2019
Q2 | $1.48M | Hold |
28,800
| – | – | 0.47% | 28 |
|
|
2019
Q1 | $1.39M | Hold |
28,800
| – | – | 0.45% | 31 |
|
|
2018
Q4 | $1.25M | Hold |
28,800
| – | – | 0.45% | 31 |
|
|
2018
Q3 | $1.21M | Hold |
28,800
| – | – | 0.41% | 36 |
|
|
2018
Q2 | $1.2M | Sell |
28,800
-12,400
| -30% | -$518K | 0.4% | 40 |
|
|
2018
Q1 | $1.68M | Buy |
+41,200
| New | +$1.68M | 0.58% | 31 |
|