TCV Trust & Wealth Management’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 | $519K | Sell |
7,477
-71
| -0.9% | -$4.93K | 0.05% | 144 |
|
|
2025
Q1 | $535K | Sell |
7,548
-49
| -0.6% | -$3.47K | 0.05% | 136 |
|
|
2024
Q4 | $545K | Sell |
7,597
-2,450
| -24% | -$176K | 0.05% | 132 |
|
|
2024
Q3 | $849K | Sell |
10,047
-282
| -3% | -$23.8K | 0.08% | 108 |
|
|
2024
Q2 | $731K | Sell |
10,329
-16
| -0.2% | -$1.13K | 0.07% | 114 |
|
|
2024
Q1 | $661K | Sell |
10,345
-1,185
| -10% | -$75.7K | 0.06% | 124 |
|
|
2023
Q4 | $700K | Sell |
11,530
-1,082
| -9% | -$65.7K | 0.07% | 118 |
|
|
2023
Q3 | $723K | Buy |
12,612
+3,572
| +40% | +$205K | 0.08% | 114 |
|
|
2023
Q2 | $671K | Buy |
9,040
+264
| +3% | +$19.6K | 0.07% | 119 |
|
|
2023
Q1 | $676K | Buy |
8,776
+1,075
| +14% | +$82.9K | 0.08% | 120 |
|
|
2022
Q4 | $644K | Buy |
7,701
+154
| +2% | +$12.9K | 0.07% | 130 |
|
|
2022
Q3 | $592K | Sell |
7,547
-678
| -8% | -$53.2K | 0.08% | 124 |
|
|
2022
Q2 | $637K | Buy |
8,225
+520
| +7% | +$40.3K | 0.08% | 125 |
|
|
2022
Q1 | $653K | Buy |
+7,705
| New | +$653K | 0.07% | 129 |
|
|
2021
Q4 | – | Sell |
-6,013
| Closed | -$472K | – | 218 |
|
|
2021
Q3 | $472K | Sell |
6,013
-50
| -0.8% | -$3.93K | 0.05% | 139 |
|
|
2021
Q2 | $449K | Buy |
+6,063
| New | +$449K | 0.05% | 139 |
|
|
2021
Q1 | – | Sell |
-6,733
| Closed | -$520K | – | 194 |
|
|
2020
Q4 | $520K | Sell |
6,733
-175
| -3% | -$13.5K | 0.06% | 130 |
|
|
2020
Q3 | $479K | Sell |
6,908
-584
| -8% | -$40.5K | 0.06% | 126 |
|
|
2020
Q2 | $450K | Sell |
7,492
-180
| -2% | -$10.8K | 0.06% | 125 |
|
|
2020
Q1 | $462K | Sell |
7,672
-292
| -4% | -$17.6K | 0.08% | 115 |
|
|
2019
Q4 | $482K | Sell |
7,964
-708
| -8% | -$42.9K | 0.06% | 129 |
|
|
2019
Q3 | $505K | Sell |
8,672
-200
| -2% | -$11.6K | 0.07% | 124 |
|
|
2019
Q2 | $454K | Buy |
8,872
+724
| +9% | +$37K | 0.06% | 140 |
|
|
2019
Q1 | $394K | Sell |
8,148
-4,844
| -37% | -$234K | 0.05% | 152 |
|
|
2018
Q4 | $564K | Sell |
12,992
-992
| -7% | -$43.1K | 0.08% | 128 |
|
|
2018
Q3 | $586K | Hold |
13,984
| – | – | 0.08% | 130 |
|
|
2018
Q2 | $584K | Sell |
13,984
-580
| -4% | -$24.2K | 0.08% | 128 |
|
|
2018
Q1 | $595K | Buy |
14,564
+2,516
| +21% | +$103K | 0.09% | 125 |
|
|
2017
Q4 | $470K | Sell |
12,048
-100
| -0.8% | -$3.9K | 0.07% | 137 |
|
|
2017
Q3 | $445K | Sell |
12,148
-140
| -1% | -$5.13K | 0.07% | 135 |
|
|
2017
Q2 | $431K | Sell |
12,288
-240
| -2% | -$8.42K | 0.07% | 138 |
|
|
2017
Q1 | $402K | Buy |
+12,528
| New | +$402K | 0.06% | 142 |
|
|
2016
Q4 | – | Sell |
-12,208
| Closed | -$373K | – | 180 |
|
|
2016
Q3 | $373K | Hold |
12,208
| – | – | 0.06% | 131 |
|
|
2016
Q2 | $398K | Buy |
12,208
+1,600
| +15% | +$52.2K | 0.07% | 127 |
|
|
2016
Q1 | $314K | Hold |
10,608
| – | – | 0.06% | 133 |
|
|
2015
Q4 | $275K | Hold |
10,608
| – | – | 0.05% | 144 |
|
|
2015
Q3 | $259K | Hold |
10,608
| – | – | 0.05% | 152 |
|
|
2015
Q2 | $260K | Sell |
10,608
-100
| -0.9% | -$2.45K | 0.04% | 156 |
|
|
2015
Q1 | $279K | Hold |
10,708
| – | – | 0.05% | 159 |
|
|
2014
Q4 | $285K | Buy |
10,708
+680
| +7% | +$18.1K | 0.05% | 152 |
|
|
2014
Q3 | $236K | Hold |
10,028
| – | – | 0.04% | 158 |
|
|
2014
Q2 | $257K | Buy |
+10,028
| New | +$257K | 0.04% | 157 |
|
|
2014
Q1 | – | Sell |
-9,760
| Closed | -$209K | – | 171 |
|
|
2013
Q4 | $209K | Buy |
+9,760
| New | +$209K | 0.04% | 164 |
|
|
2013
Q3 | – | Sell |
-9,960
| Closed | -$203K | – | 161 |
|
|
2013
Q2 | $203K | Buy |
+9,960
| New | +$203K | 0.04% | 149 |
|