Union Savings 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 | $395K | Hold |
5,555
| – | – | 0.18% | 89 |
|
|
2025
Q1 | $394K | Hold |
5,555
| – | – | 0.19% | 88 |
|
|
2024
Q4 | $398K | Hold |
5,555
| – | – | 0.2% | 91 |
|
|
2024
Q3 | $470K | Sell |
5,555
-139
| -2% | -$11.8K | 0.23% | 82 |
|
|
2024
Q2 | $403K | Buy |
5,694
+9
| +0.2% | +$637 | 0.21% | 92 |
|
|
2024
Q1 | $363K | Sell |
5,685
-17
| -0.3% | -$1.09K | 0.19% | 98 |
|
|
2023
Q4 | $346K | Sell |
5,702
-763
| -12% | -$46.3K | 0.2% | 99 |
|
|
2023
Q3 | $370K | Sell |
6,465
-447
| -6% | -$25.6K | 0.23% | 93 |
|
|
2023
Q2 | $507K | Buy |
+6,912
| New | +$507K | 0.3% | 77 |
|