SVB Wealth’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.59M | Sell |
70,980
-11,476
| -14% | -$1.02M | 0.43% | 51 |
|
|
2025
Q4 | $6.62M | Sell |
82,456
-7,924
| -9% | -$656K | 0.39% | 56 |
|
|
2025
Q3 | $6.82M | Sell |
90,380
-11,531
| -11% | -$843K | 0.37% | 56 |
|
|
2025
Q2 | $7.07M | Sell |
101,911
-88,875
| -47% | -$6.17M | 0.38% | 57 |
|
|
2025
Q1 | $13.5M | Sell |
190,786
-87,507
| -31% | -$6.18M | 0.56% | 26 |
|
|
2024
Q4 | $20M | Buy |
+278,293
| New | +$21.6M | 0.37% | 37 |
|
|
2024
Q3 | – | Sell |
-313,244
| Closed | -$22.2M | – | 393 |
|
|
2024
Q2 | $22.2M | Sell |
313,244
-12,409
| -4% | -$880K | 0.55% | 32 |
|
|
2024
Q1 | $20.8M | Sell |
325,653
-16,037
| -5% | -$939K | 0.46% | 47 |
|
|
2023
Q4 | $20.8M | Sell |
341,690
-75,253
| -18% | -$4.29M | 0.5% | 43 |
|
|
2023
Q3 | $23.9M | Sell |
416,943
-38,373
| -8% | -$2.66M | 0.52% | 39 |
|
|
2023
Q2 | $33.8M | Sell |
455,316
-160,274
| -26% | -$12.1M | 0.61% | 30 |
|
|
2023
Q1 | $47.4M | Sell |
615,590
-58,722
| -9% | -$4.52M | 0.66% | 24 |
|
|
2022
Q4 | $56.4M | Sell |
674,312
-5,140
| -0.8% | -$415K | 0.76% | 21 |
|
|
2022
Q3 | $53.3M | Sell |
679,452
-1,762
| -0.3% | -$149K | 0.78% | 23 |
|
|
2022
Q2 | $52.8M | Buy |
681,214
+1,382
| +0.2% | +$105K | 0.81% | 23 |
|
|
2022
Q1 | $57.6M | Buy |
679,832
+26,314
| +4% | +$2.11M | 0.77% | 22 |
|
|
2021
Q4 | $61M | Sell |
653,518
-15,095
| -2% | -$1.3M | 1% | 16 |
|
|
2021
Q3 | $52.5M | Sell |
668,613
-2,634
| -0.4% | -$212K | 0.67% | 21 |
|
|
2021
Q2 | $49.2M | Buy |
671,247
+1,246
| +0.2% | +$93.5K | 0.62% | 24 |
|
|
2021
Q1 | $50.7M | Buy |
670,001
+18,060
| +3% | +$1.41M | 0.71% | 20 |
|
|
2020
Q4 | $50.3M | Buy |
651,941
+5,497
| +0.9% | +$411K | 0.74% | 19 |
|
|
2020
Q3 | $44.9M | Buy |
646,444
+1,120
| +0.2% | +$77.3K | 0.74% | 20 |
|
|
2020
Q2 | $38.7M | Buy |
645,324
+24,072
| +4% | +$1.44M | 0.72% | 22 |
|
|
2020
Q1 | $37.4M | Buy |
621,252
+10,220
| +2% | +$642K | 0.91% | 18 |
|
|
2019
Q4 | $37M | Buy |
611,032
+13,208
| +2% | +$771K | 0.67% | 25 |
|
|
2019
Q3 | $34.8M | Sell |
597,824
-3,624
| -0.6% | -$196K | 0.69% | 22 |
|
|
2019
Q2 | $30.8M | Buy |
601,448
+13,748
| +2% | +$676K | 1.03% | 21 |
|
|
2019
Q1 | $28.4M | Buy |
587,700
+51,200
| +10% | +$2.34M | 1.12% | 24 |
|
|
2018
Q4 | $23.3M | Buy |
536,500
+7,748
| +1% | +$339K | 0.99% | 24 |
|
|
2018
Q3 | $22.2M | Buy |
528,752
+1,260
| +0.2% | +$53.6K | 0.78% | 38 |
|
|
2018
Q2 | $22M | Sell |
527,492
-7,500
| -1% | -$303K | 0.84% | 39 |
|
|
2018
Q1 | $21.8M | Sell |
534,992
-9,636
| -2% | -$372K | 0.84% | 39 |
|
|
2017
Q4 | $21.3M | Sell |
544,628
-1,748
| -0.3% | -$67.5K | 0.8% | 41 |
|
|
2017
Q3 | $20M | Sell |
546,376
-2,288
| -0.4% | -$83.8K | 0.77% | 42 |
|
|
2017
Q2 | $19.2M | Sell |
548,664
-1,308
| -0.2% | -$44.7K | 0.75% | 42 |
|
|
2017
Q1 | $17.6M | Sell |
549,972
-31,836
| -5% | -$1M | 0.7% | 46 |
|
|
2016
Q4 | $17.4M | Buy |
581,808
+6,016
| +1% | +$180K | 0.72% | 45 |
|
|
2016
Q3 | $17.6M | Sell |
575,792
-30,288
| -5% | -$954K | 0.72% | 46 |
|
|
2016
Q2 | $19.8M | Sell |
606,080
-19,068
| -3% | -$572K | 0.81% | 39 |
|
|
2016
Q1 | $18.5M | Sell |
625,148
-11,956
| -2% | -$336K | 0.75% | 45 |
|
|
2015
Q4 | $16.5M | Sell |
637,104
-91,204
| -13% | -$2.31M | 0.65% | 52 |
|
|
2015
Q3 | $17.8M | Sell |
728,308
-35,416
| -5% | -$901K | 0.69% | 45 |
|
|
2015
Q2 | $18.7M | Sell |
763,724
-2,912
| -0.4% | -$74K | 0.62% | 51 |
|
|
2015
Q1 | $19.9M | Buy |
766,636
+119,324
| +18% | +$3.15M | 0.64% | 49 |
|
|
2014
Q4 | $17.2M | Buy |
+647,312
| New | +$16.3M | 0.56% | 59 |
|
Other funds holding NEE
VCM
VPM
