Summit Trail Advisors’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 | $3.16M | Buy |
45,460
+5,576
| +14% | +$387K | 0.05% | 174 |
|
|
2025
Q1 | $2.83M | Buy |
39,884
+7,477
| +23% | +$530K | 0.09% | 69 |
|
|
2024
Q4 | $2.32M | Buy |
32,407
+5,936
| +22% | +$426K | 0.09% | 79 |
|
|
2024
Q3 | $2.24M | Buy |
26,471
+2,207
| +9% | +$187K | 0.06% | 150 |
|
|
2024
Q2 | $1.72M | Buy |
24,264
+343
| +1% | +$24.3K | 0.05% | 159 |
|
|
2024
Q1 | $1.53M | Buy |
23,921
+6,161
| +35% | +$394K | 0.04% | 161 |
|
|
2023
Q4 | $1.08M | Sell |
17,760
-144
| -0.8% | -$8.75K | 0.04% | 165 |
|
|
2023
Q3 | $1.03M | Buy |
17,904
+3,963
| +28% | +$227K | 0.04% | 157 |
|
|
2023
Q2 | $1.03M | Buy |
13,941
+4,700
| +51% | +$349K | 0.04% | 165 |
|
|
2023
Q1 | $712K | Buy |
9,241
+2,592
| +39% | +$200K | 0.03% | 171 |
|
|
2022
Q4 | $556K | Buy |
6,649
+409
| +7% | +$34.2K | 0.02% | 172 |
|
|
2022
Q3 | $489K | Buy |
6,240
+1,463
| +31% | +$115K | 0.03% | 181 |
|
|
2022
Q2 | $370K | Buy |
4,777
+991
| +26% | +$76.8K | 0.02% | 233 |
|
|
2022
Q1 | $321K | Sell |
3,786
-237
| -6% | -$20.1K | 0.03% | 236 |
|
|
2021
Q4 | $376K | Buy |
4,023
+766
| +24% | +$71.6K | 0.02% | 196 |
|
|
2021
Q3 | $256K | Buy |
+3,257
| New | +$256K | 0.02% | 223 |
|
|
2020
Q4 | – | Sell |
-15,008
| Closed | -$288K | – | 240 |
|
|
2020
Q3 | $288K | Buy |
+15,008
| New | +$288K | 0.06% | 157 |
|
|
2020
Q2 | – | Sell |
-4,256
| Closed | -$256K | – | 179 |
|
|
2020
Q1 | $256K | Buy |
+4,256
| New | +$256K | 0.07% | 98 |
|
|
2018
Q4 | – | Sell |
-7,056
| Closed | -$296K | – | 188 |
|
|
2018
Q3 | $296K | Buy |
7,056
+2,936
| +71% | +$123K | 0.07% | 152 |
|
|
2018
Q2 | $172K | Sell |
4,120
-6,428
| -61% | -$268K | 0.06% | 152 |
|
|
2018
Q1 | $313K | Buy |
10,548
+2,844
| +37% | +$84.4K | 0.05% | 270 |
|
|
2017
Q4 | $292K | Buy |
+7,704
| New | +$292K | 0.04% | 326 |
|