Tompkins Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Hold |
|
|||||
|
2025
Q2 | $386K | Sell |
|
|||||
|
2025
Q1 | $677K | Hold |
|
|||||
|
2024
Q4 | $685K | Sell |
|
|||||
|
2024
Q3 | $826K | Buy |
|
|||||
|
2024
Q2 | $653K | Hold |
|
|||||
|
2024
Q1 | $590K | Hold |
|
|||||
|
2023
Q4 | $560K | Buy |
|
|||||
|
2023
Q3 | $405K | Sell |
|
|||||
|
2023
Q2 | $538K | Hold |
|
|||||
|
2023
Q1 | $559K | Sell |
|
|||||
|
2022
Q4 | $646K | Sell |
|
|||||
|
2022
Q3 | $649K | Buy |
|
|||||
|
2022
Q2 | $512K | Hold |
|
|||||
|
2022
Q1 | $560K | Buy |
|
|||||
|
2021
Q4 | $373K | Hold |
|
|||||
|
2021
Q3 | $314K | Buy |
|
|||||
|
2021
Q1 | $308K | Sell |
|
|||||
|
2020
Q4 | $320K | Buy |
|
|||||
|
2020
Q3 | $282K | Buy |
|
|||||
|
2020
Q2 | $240K | Hold |
|
|||||
|
2020
Q1 | $241K | Hold |
|
|||||
|
2019
Q4 | $242K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $14K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $4K | Hold |
|
|||||
|
2016
Q3 | $4K | Sell |
|
|||||
|
2016
Q2 | $532K | Buy |
|
|||||
|
2016
Q1 | $471K | Sell |
|
|||||
|
2015
Q4 | $435K | Sell |
|
|||||
|
2015
Q3 | $507K | Sell |
|
|||||
|
2015
Q2 | $637K | Sell |
|
|||||
|
2015
Q1 | $687K | Buy |
|
|||||
|
2014
Q4 | $664K | Sell |
|
|||||
|
2014
Q3 | $613K | Sell |
|
|||||
|
2014
Q2 | $681K | Buy |
|
|||||
|
2014
Q1 | $631K | Buy |
|
|||||
|
2013
Q4 | $444K | Sell |
|
|||||
|
2013
Q3 | $431K | Sell |
|
|||||
|
2013
Q2 | $469K | Buy |
|