TCBWMS
Texas Capital Bank Wealth Management Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
107,032
-6,951
| -6% | -$483K | 0.69% | 35 |
|
|
2025
Q1 | $8.08M | Buy |
113,983
+290
| +0.3% | +$20.6K | 0.82% | 30 |
|
|
2024
Q4 | $8.15M | Sell |
113,693
-3,926
| -3% | -$281K | 0.83% | 30 |
|
|
2024
Q3 | $9.94M | Buy |
117,619
+668
| +0.6% | +$56.5K | 0.98% | 22 |
|
|
2024
Q2 | $8.28M | Buy |
116,951
+3,322
| +3% | +$235K | 0.86% | 27 |
|
|
2024
Q1 | $7.26M | Buy |
113,629
+26,061
| +30% | +$1.67M | 0.8% | 37 |
|
|
2023
Q4 | $5.32M | Sell |
87,568
-4,442
| -5% | -$270K | 0.63% | 41 |
|
|
2023
Q3 | $5.27M | Sell |
92,010
-24,551
| -21% | -$1.41M | 0.67% | 43 |
|
|
2023
Q2 | $8.65M | Sell |
116,561
-1,729
| -1% | -$128K | 0.93% | 31 |
|
|
2023
Q1 | $9.12M | Sell |
118,290
-3,219
| -3% | -$248K | 1.06% | 25 |
|
|
2022
Q4 | $10.2M | Sell |
121,509
-6,355
| -5% | -$531K | 1.24% | 20 |
|
|
2022
Q3 | $10M | Sell |
127,864
-20,979
| -14% | -$1.64M | 1.29% | 16 |
|
|
2022
Q2 | $11.5M | Sell |
148,843
-17,849
| -11% | -$1.38M | 1.34% | 15 |
|
|
2022
Q1 | $14.1M | Buy |
166,692
+30,558
| +22% | +$2.59M | 1.29% | 18 |
|
|
2021
Q4 | $12.7M | Sell |
136,134
-2,823
| -2% | -$264K | 1.1% | 27 |
|
|
2021
Q3 | $10.9M | Buy |
138,957
+52,097
| +60% | +$4.09M | 1.12% | 31 |
|
|
2021
Q2 | $6.37M | Buy |
86,860
+11,612
| +15% | +$851K | 0.8% | 41 |
|
|
2021
Q1 | $5.69M | Buy |
75,248
+1,480
| +2% | +$112K | 0.81% | 40 |
|
|
2020
Q4 | $5.69M | Buy |
73,768
+60,941
| +475% | +$4.7M | 0.84% | 33 |
|
|
2020
Q3 | $3.56M | Buy |
12,827
+1,392
| +12% | +$386K | 0.58% | 36 |
|
|
2020
Q2 | $2.75M | Buy |
11,435
+2,132
| +23% | +$512K | 0.61% | 32 |
|
|
2020
Q1 | $2.24M | Sell |
9,303
-511
| -5% | -$123K | 0.64% | 25 |
|
|
2019
Q4 | $2.38M | Buy |
+9,814
| New | +$2.38M | 0.53% | 34 |
|