Umpqua 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 | $1.19M | Sell |
16,433
-264
| -2% | -$19.1K | 0.36% | 74 |
|
|
2025
Q1 | $1.18M | Buy |
16,697
+1,334
| +9% | +$94.6K | 0.41% | 68 |
|
|
2024
Q4 | $1.04M | Sell |
15,363
-132
| -0.9% | -$8.97K | 0.36% | 74 |
|
|
2024
Q3 | $1.31M | Sell |
15,495
-430
| -3% | -$36.3K | 0.48% | 64 |
|
|
2024
Q2 | $1.13M | Buy |
15,925
+967
| +6% | +$68.5K | 0.44% | 64 |
|
|
2024
Q1 | $956K | Buy |
+14,958
| New | +$956K | 0.39% | 72 |
|