Thomas Story & Son’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 | $285K | Sell |
4,110
-284
| -6% | -$19.7K | 0.11% | 47 |
|
|
2025
Q1 | $311K | Hold |
4,394
| – | – | 0.12% | 46 |
|
|
2024
Q4 | $315K | Sell |
4,394
-55
| -1% | -$3.94K | 0.13% | 46 |
|
|
2024
Q3 | $376K | Sell |
4,449
-15
| -0.3% | -$1.27K | 0.15% | 48 |
|
|
2024
Q2 | $316K | Hold |
4,464
| – | – | 0.14% | 49 |
|
|
2024
Q1 | $285K | Hold |
4,464
| – | – | 0.12% | 48 |
|
|
2023
Q4 | $271K | Hold |
4,464
| – | – | 0.13% | 49 |
|
|
2023
Q3 | $256K | Sell |
4,464
-45
| -1% | -$2.58K | 0.12% | 50 |
|
|
2023
Q2 | $335K | Hold |
4,509
| – | – | 0.15% | 48 |
|
|
2023
Q1 | $348K | Hold |
4,509
| – | – | 0.17% | 48 |
|
|
2022
Q4 | $377K | Hold |
4,509
| – | – | 0.19% | 46 |
|
|
2022
Q3 | $354K | Sell |
4,509
-55
| -1% | -$4.32K | 0.19% | 46 |
|
|
2022
Q2 | $354K | Hold |
4,564
| – | – | 0.17% | 48 |
|
|
2022
Q1 | $387K | Sell |
4,564
-64
| -1% | -$5.43K | 0.15% | 51 |
|
|
2021
Q4 | $432K | Hold |
4,628
| – | – | 0.17% | 51 |
|
|
2021
Q3 | $363K | Buy |
4,628
+453
| +11% | +$35.5K | 0.15% | 52 |
|
|
2021
Q2 | $306K | Sell |
4,175
-47
| -1% | -$3.45K | 0.11% | 57 |
|
|
2021
Q1 | $319K | Buy |
4,222
+222
| +6% | +$16.8K | 0.12% | 54 |
|
|
2020
Q4 | $309K | Hold |
4,000
| – | – | 0.13% | 54 |
|
|
2020
Q3 | $278K | Hold |
4,000
| – | – | 0.12% | 54 |
|
|
2020
Q2 | $240K | Hold |
4,000
| – | – | 0.11% | 55 |
|
|
2020
Q1 | $241K | Hold |
4,000
| – | – | 0.14% | 49 |
|
|
2019
Q4 | $242K | Hold |
4,000
| – | – | 0.12% | 51 |
|
|
2019
Q3 | $233K | Sell |
4,000
-800
| -17% | -$46.6K | 0.12% | 53 |
|
|
2019
Q2 | $246K | Buy |
+4,800
| New | +$246K | 0.13% | 49 |
|