TF
Tompkins Financial’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
5,555
-4,000
| -42% | -$278K | 0.04% | 137 |
|
|
2025
Q1 | $677K | Hold |
9,555
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $685K | Sell |
9,555
-221
| -2% | -$15.8K | 0.06% | 107 |
|
|
2024
Q3 | $826K | Buy |
9,776
+549
| +6% | +$46.4K | 0.08% | 99 |
|
|
2024
Q2 | $653K | Hold |
9,227
| – | – | 0.07% | 112 |
|
|
2024
Q1 | $590K | Hold |
9,227
| – | – | 0.07% | 121 |
|
|
2023
Q4 | $560K | Buy |
9,227
+2,162
| +31% | +$131K | 0.07% | 121 |
|
|
2023
Q3 | $405K | Sell |
7,065
-187
| -3% | -$10.7K | 0.06% | 129 |
|
|
2023
Q2 | $538K | Hold |
7,252
| – | – | 0.08% | 116 |
|
|
2023
Q1 | $559K | Sell |
7,252
-472
| -6% | -$36.4K | 0.09% | 116 |
|
|
2022
Q4 | $646K | Sell |
7,724
-559
| -7% | -$46.8K | 0.1% | 109 |
|
|
2022
Q3 | $649K | Buy |
8,283
+1,677
| +25% | +$131K | 0.11% | 101 |
|
|
2022
Q2 | $512K | Hold |
6,606
| – | – | 0.08% | 120 |
|
|
2022
Q1 | $560K | Buy |
6,606
+2,606
| +65% | +$221K | 0.08% | 120 |
|
|
2021
Q4 | $373K | Hold |
4,000
| – | – | 0.07% | 106 |
|
|
2021
Q3 | $314K | Buy |
+4,000
| New | +$314K | 0.06% | 115 |
|
|
2021
Q1 | $308K | Sell |
4,068
-76
| -2% | -$5.75K | 0.05% | 116 |
|
|
2020
Q4 | $320K | Buy |
4,144
+3,127
| +307% | +$241K | 0.06% | 117 |
|
|
2020
Q3 | $282K | Buy |
1,017
+17
| +2% | +$4.71K | 0.05% | 133 |
|
|
2020
Q2 | $240K | Hold |
1,000
| – | – | 0.05% | 142 |
|
|
2020
Q1 | $241K | Hold |
1,000
| – | – | 0.06% | 136 |
|
|
2019
Q4 | $242K | Buy |
+1,000
| New | +$242K | 0.04% | 157 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$14K | – | 422 |
|
|
2017
Q2 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 301 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$4K | – | 374 |
|
|
2016
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 347 |
|
|
2016
Q3 | $4K | Sell |
32
-4,050
| -99% | -$506K | ﹤0.01% | 349 |
|
|
2016
Q2 | $532K | Buy |
4,082
+104
| +3% | +$13.6K | 0.16% | 93 |
|
|
2016
Q1 | $471K | Sell |
3,978
-205
| -5% | -$24.3K | 0.15% | 105 |
|
|
2015
Q4 | $435K | Sell |
4,183
-1,018
| -20% | -$106K | 0.14% | 120 |
|
|
2015
Q3 | $507K | Sell |
5,201
-1,295
| -20% | -$126K | 0.16% | 103 |
|
|
2015
Q2 | $637K | Sell |
6,496
-105
| -2% | -$10.3K | 0.17% | 94 |
|
|
2015
Q1 | $687K | Buy |
6,601
+355
| +6% | +$36.9K | 0.17% | 94 |
|
|
2014
Q4 | $664K | Sell |
6,246
-280
| -4% | -$29.8K | 0.17% | 98 |
|
|
2014
Q3 | $613K | Sell |
6,526
-121
| -2% | -$11.4K | 0.16% | 108 |
|
|
2014
Q2 | $681K | Buy |
6,647
+47
| +0.7% | +$4.82K | 0.17% | 105 |
|
|
2014
Q1 | $631K | Buy |
6,600
+1,420
| +27% | +$136K | 0.16% | 106 |
|
|
2013
Q4 | $444K | Sell |
5,180
-200
| -4% | -$17.1K | 0.12% | 117 |
|
|
2013
Q3 | $431K | Sell |
5,380
-380
| -7% | -$30.4K | 0.12% | 117 |
|
|
2013
Q2 | $469K | Buy |
+5,760
| New | +$469K | 0.14% | 109 |
|