SFS
Strategic Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
34,538
-439
| -1% | -$30.5K | 0.13% | 40 |
|
|
2025
Q1 | $2.48M | Sell |
34,977
-755
| -2% | -$53.5K | 0.15% | 40 |
|
|
2024
Q4 | $2.56M | Sell |
35,732
-80
| -0.2% | -$5.74K | 0.15% | 42 |
|
|
2024
Q3 | $3.03M | Sell |
35,812
-295
| -0.8% | -$24.9K | 0.18% | 34 |
|
|
2024
Q2 | $2.56M | Buy |
36,107
+100
| +0.3% | +$7.08K | 0.16% | 38 |
|
|
2024
Q1 | $2.3M | Sell |
36,007
-1,237
| -3% | -$79.1K | 0.15% | 38 |
|
|
2023
Q4 | $2.26M | Sell |
37,244
-93
| -0.2% | -$5.65K | 0.16% | 37 |
|
|
2023
Q3 | $2.14M | Sell |
37,337
-666
| -2% | -$38.2K | 0.17% | 40 |
|
|
2023
Q2 | $2.62M | Sell |
38,003
-1,104
| -3% | -$76.1K | 0.2% | 36 |
|
|
2023
Q1 | $3.01M | Sell |
39,107
-1,650
| -4% | -$127K | 0.23% | 31 |
|
|
2022
Q4 | $3.41M | Sell |
40,757
-3,130
| -7% | -$262K | 0.27% | 27 |
|
|
2022
Q3 | $3.44M | Sell |
43,887
-4,153
| -9% | -$326K | 0.3% | 27 |
|
|
2022
Q2 | $3.72M | Sell |
48,040
-4,220
| -8% | -$327K | 0.32% | 27 |
|
|
2022
Q1 | $4.43M | Sell |
52,260
-2,699
| -5% | -$229K | 0.34% | 26 |
|
|
2021
Q4 | $5.13M | Sell |
54,959
-690
| -1% | -$64.4K | 0.38% | 26 |
|
|
2021
Q3 | $4.37M | Buy |
55,649
+920
| +2% | +$72.2K | 0.35% | 27 |
|
|
2021
Q2 | $4.01M | Sell |
54,729
-875
| -2% | -$64.1K | 0.32% | 31 |
|
|
2021
Q1 | $4.2M | Sell |
55,604
-5,911
| -10% | -$447K | 0.36% | 33 |
|
|
2020
Q4 | $4.75M | Buy |
61,515
+44,982
| +272% | +$3.47M | 0.43% | 28 |
|
|
2020
Q3 | $4.59M | Sell |
16,533
-1,021
| -6% | -$283K | 0.47% | 27 |
|
|
2020
Q2 | $4.22M | Sell |
17,554
-7,499
| -30% | -$1.8M | 0.47% | 29 |
|
|
2020
Q1 | $6.03M | Sell |
25,053
-4,067
| -14% | -$979K | 0.81% | 23 |
|
|
2019
Q4 | $7.05M | Sell |
29,120
-5,559
| -16% | -$1.35M | 0.81% | 26 |
|
|
2019
Q3 | $8.08M | Sell |
34,679
-865
| -2% | -$202K | 1.03% | 23 |
|
|
2019
Q2 | $7.28M | Sell |
35,544
-665
| -2% | -$136K | 0.96% | 23 |
|
|
2019
Q1 | $7M | Sell |
36,209
-680
| -2% | -$131K | 0.97% | 25 |
|
|
2018
Q4 | $6.41M | Buy |
36,889
+86
| +0.2% | +$14.9K | 1% | 23 |
|
|
2018
Q3 | $6.17M | Sell |
36,803
-1,340
| -4% | -$225K | 0.92% | 21 |
|
|
2018
Q2 | $6.37M | Buy |
38,143
+363
| +1% | +$60.6K | 0.98% | 17 |
|
|
2018
Q1 | $6.17M | Sell |
37,780
-291
| -0.8% | -$47.5K | 1% | 16 |
|
|
2017
Q4 | $5.95M | Sell |
38,071
-122
| -0.3% | -$19.1K | 0.94% | 17 |
|
|
2017
Q3 | $5.6M | Buy |
38,193
+427
| +1% | +$62.6K | 0.92% | 19 |
|
|
2017
Q2 | $5.29M | Buy |
37,766
+99
| +0.3% | +$13.9K | 0.93% | 19 |
|
|
2017
Q1 | $4.84M | Buy |
37,667
+128
| +0.3% | +$16.4K | 0.88% | 22 |
|
|
2016
Q4 | $4.48M | Sell |
37,539
-30
| -0.1% | -$3.58K | 0.86% | 23 |
|
|
2016
Q3 | $4.6M | Buy |
37,569
+185
| +0.5% | +$22.6K | 0.91% | 19 |
|
|
2016
Q2 | $4.8M | Sell |
37,384
-500
| -1% | -$64.1K | 0.96% | 20 |
|
|
2016
Q1 | $4.48M | Buy |
37,884
+2,688
| +8% | +$318K | 1.04% | 15 |
|
|
2015
Q4 | $3.66M | Buy |
35,196
+900
| +3% | +$93.5K | 0.96% | 33 |
|
|
2015
Q3 | $3.35M | Buy |
34,296
+1,110
| +3% | +$108K | 0.93% | 33 |
|
|
2015
Q2 | $3.25M | Sell |
33,186
-445
| -1% | -$43.6K | 0.91% | 44 |
|
|
2015
Q1 | $3.5M | Sell |
33,631
-157
| -0.5% | -$16.3K | 0.9% | 43 |
|
|
2014
Q4 | $3.59M | Buy |
33,788
+90
| +0.3% | +$9.57K | 0.98% | 40 |
|
|
2014
Q3 | $3.16M | Buy |
33,698
+370
| +1% | +$34.7K | 0.88% | 49 |
|
|
2014
Q2 | $3.42M | Buy |
33,328
+225
| +0.7% | +$23.1K | 0.95% | 37 |
|
|
2014
Q1 | $3.17M | Buy |
33,103
+1,793
| +6% | +$171K | 0.93% | 38 |
|
|
2013
Q4 | $2.68M | Sell |
31,310
-635
| -2% | -$54.4K | 0.85% | 51 |
|
|
2013
Q3 | $2.56M | Sell |
31,945
-405
| -1% | -$32.5K | 0.86% | 44 |
|
|
2013
Q2 | $2.64M | Buy |
+32,350
| New | +$2.64M | 0.93% | 37 |
|