UMB Bank’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 | $33.4M | Sell |
481,538
-14,975
| -3% | -$1.04M | 0.52% | 45 |
|
|
2025
Q1 | $35.2M | Sell |
496,513
-109,414
| -18% | -$7.76M | 0.58% | 38 |
|
|
2024
Q4 | $43.4M | Sell |
605,927
-19,049
| -3% | -$1.37M | 0.69% | 35 |
|
|
2024
Q3 | $52.8M | Sell |
624,976
-19,063
| -3% | -$1.61M | 0.82% | 29 |
|
|
2024
Q2 | $45.6M | Sell |
644,039
-21,188
| -3% | -$1.5M | 0.75% | 30 |
|
|
2024
Q1 | $42.5M | Sell |
665,227
-5,003
| -0.7% | -$320K | 0.67% | 36 |
|
|
2023
Q4 | $40.7M | Buy |
670,230
+92,972
| +16% | +$5.65M | 0.6% | 44 |
|
|
2023
Q3 | $33.1M | Sell |
577,258
-64,079
| -10% | -$3.67M | 0.53% | 47 |
|
|
2023
Q2 | $47.6M | Sell |
641,337
-5,072
| -0.8% | -$376K | 0.72% | 36 |
|
|
2023
Q1 | $49.8M | Sell |
646,409
-1,910
| -0.3% | -$147K | 0.8% | 32 |
|
|
2022
Q4 | $54.2M | Sell |
648,319
-3,215
| -0.5% | -$269K | 0.86% | 30 |
|
|
2022
Q3 | $51.1M | Buy |
651,534
+4,277
| +0.7% | +$335K | 0.86% | 23 |
|
|
2022
Q2 | $50.1M | Sell |
647,257
-24,684
| -4% | -$1.91M | 0.78% | 30 |
|
|
2022
Q1 | $56.9M | Sell |
671,941
-27,932
| -4% | -$2.37M | 0.75% | 28 |
|
|
2021
Q4 | $65.3M | Buy |
699,873
+81,486
| +13% | +$7.61M | 0.83% | 23 |
|
|
2021
Q3 | $48.6M | Buy |
618,387
+6,913
| +1% | +$543K | 1.09% | 18 |
|
|
2021
Q2 | $44.8M | Sell |
611,474
-4,157
| -0.7% | -$305K | 1.03% | 20 |
|
|
2021
Q1 | $46.5M | Sell |
615,631
-3,944
| -0.6% | -$298K | 1.14% | 18 |
|
|
2020
Q4 | $47.8M | Sell |
619,575
-21,725
| -3% | -$1.68M | 1.29% | 17 |
|
|
2020
Q3 | $38.5M | Hold |
641,300
| – | – | 1.19% | 16 |
|
|
2020
Q2 | $38.5M | Sell |
641,300
-14,040
| -2% | -$843K | 1.19% | 16 |
|
|
2020
Q1 | $39.4M | Sell |
655,340
-28,268
| -4% | -$1.7M | 1.41% | 11 |
|
|
2019
Q4 | $41.4M | Sell |
683,608
-33,188
| -5% | -$2.01M | 1.14% | 17 |
|
|
2019
Q3 | $41.8K | Sell |
716,796
-2,524
| -0.4% | -$147 | 1% | 16 |
|
|
2019
Q2 | $36.8K | Sell |
719,320
-13,040
| -2% | -$668 | 0.9% | 18 |
|
|
2019
Q1 | $35.4M | Buy |
732,360
+1,472
| +0.2% | +$71.1K | 1.08% | 20 |
|
|
2018
Q4 | $31.8K | Sell |
730,888
-6,804
| -0.9% | -$296 | 0.97% | 19 |
|
|
2018
Q3 | $30.9M | Buy |
737,692
+9,000
| +1% | +$377K | 0.92% | 24 |
|
|
2018
Q2 | $30.4M | Sell |
728,692
-14,252
| -2% | -$595K | 0.97% | 24 |
|
|
2018
Q1 | $30.3M | Sell |
742,944
-18,248
| -2% | -$745K | 0.98% | 20 |
|
|
2017
Q4 | $29.7M | Buy |
761,192
+368
| +0% | +$14.4K | 0.97% | 21 |
|
|
2017
Q3 | $27.9M | Sell |
760,824
-5,572
| -0.7% | -$204K | 0.96% | 23 |
|
|
2017
Q2 | $26.8M | Sell |
766,396
-19,064
| -2% | -$668K | 0.94% | 25 |
|
|
2017
Q1 | $25.2M | Sell |
785,460
-15,624
| -2% | -$501K | 0.88% | 31 |
|
|
2016
Q4 | $23.9M | Buy |
801,084
+11,656
| +1% | +$348K | 0.88% | 27 |
|
|
2016
Q3 | $24.1M | Buy |
789,428
+5,784
| +0.7% | +$177K | 0.97% | 24 |
|
|
2016
Q2 | $25.5M | Sell |
783,644
-12,364
| -2% | -$403K | 1.07% | 17 |
|
|
2016
Q1 | $23.5M | Buy |
796,008
+148,780
| +23% | +$4.4M | 1% | 21 |
|
|
2015
Q4 | $16.8M | Sell |
647,228
-6,572
| -1% | -$171K | 0.73% | 36 |
|
|
2015
Q3 | $15.9M | Buy |
653,800
+3,780
| +0.6% | +$92.2K | 0.94% | 27 |
|
|
2015
Q2 | $15.9K | Sell |
650,020
-40,476
| -6% | -$992 | 0.73% | 34 |
|
|
2015
Q1 | $18K | Buy |
690,496
+51,644
| +8% | +$1.34K | 0.81% | 27 |
|
|
2014
Q4 | $17M | Sell |
638,852
-7,008
| -1% | -$186K | 0.76% | 29 |
|
|
2014
Q3 | $15.2K | Buy |
645,860
+9,140
| +1% | +$215 | 0.74% | 31 |
|
|
2014
Q2 | $16.3M | Sell |
636,720
-15,440
| -2% | -$396K | 0.77% | 29 |
|
|
2014
Q1 | $15.6M | Buy |
652,160
+51,784
| +9% | +$1.24M | 0.87% | 28 |
|
|
2013
Q4 | $12.9K | Buy |
600,376
+58,652
| +11% | +$1.26K | 0.71% | 36 |
|
|
2013
Q3 | $10.9K | Buy |
541,724
+12,840
| +2% | +$257 | 0.63% | 40 |
|
|
2013
Q2 | $10.8K | Buy |
+528,884
| New | +$10.8K | 0.63% | 38 |
|