Univest Financial’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 | $24.3M | Buy |
349,721
+3,325
| +1% | +$231K | 1.46% | 14 |
|
|
2025
Q1 | $24.6M | Buy |
346,396
+32,231
| +10% | +$2.28M | 1.6% | 15 |
|
|
2024
Q4 | $22.5M | Buy |
314,165
+1,196
| +0.4% | +$85.7K | 1.42% | 16 |
|
|
2024
Q3 | $26.5M | Buy |
312,969
+211,100
| +207% | +$17.8M | 1.74% | 11 |
|
|
2024
Q2 | $7.21M | Sell |
101,869
-2,496
| -2% | -$177K | 2% | 13 |
|
|
2024
Q1 | $6.67M | Buy |
104,365
+68,178
| +188% | +$4.36M | 1.88% | 14 |
|
|
2023
Q4 | $2.2M | Sell |
36,187
-47,639
| -57% | -$2.89M | 0.65% | 46 |
|
|
2023
Q3 | $4.8M | Buy |
83,826
+8,229
| +11% | +$471K | 1.6% | 22 |
|
|
2023
Q2 | $5.61M | Sell |
75,597
-459
| -0.6% | -$34.1K | 1.7% | 17 |
|
|
2023
Q1 | $5.86M | Buy |
76,056
+5,345
| +8% | +$412K | 1.83% | 16 |
|
|
2022
Q4 | $5.91M | Sell |
70,711
-2,212
| -3% | -$185K | 1.86% | 10 |
|
|
2022
Q3 | $5.72M | Buy |
72,923
+15,104
| +26% | +$1.18M | 1.87% | 14 |
|
|
2022
Q2 | $4.48M | Buy |
57,819
+1,215
| +2% | +$94.1K | 1.46% | 23 |
|
|
2022
Q1 | $4.8M | Sell |
56,604
-1,453
| -3% | -$123K | 1.35% | 27 |
|
|
2021
Q4 | $5.42M | Sell |
58,057
-997
| -2% | -$93.1K | 1.38% | 27 |
|
|
2021
Q3 | $4.64M | Sell |
59,054
-827
| -1% | -$64.9K | 1.29% | 32 |
|
|
2021
Q2 | $4.39M | Sell |
59,881
-2,953
| -5% | -$216K | 1.2% | 36 |
|
|
2021
Q1 | $4.75M | Buy |
62,834
+16,295
| +35% | +$1.23M | 1.34% | 27 |
|
|
2020
Q4 | $3.59M | Sell |
46,539
-2,149
| -4% | -$166K | 1.04% | 39 |
|
|
2020
Q3 | $3.38M | Sell |
48,688
-2,048
| -4% | -$142K | 1.07% | 42 |
|
|
2020
Q2 | $3.05M | Buy |
50,736
+9,580
| +23% | +$575K | 1.01% | 41 |
|
|
2020
Q1 | $2.48M | Buy |
+41,156
| New | +$2.48M | 0.98% | 39 |
|
|
2019
Q4 | – | Sell |
-5,908
| Closed | -$344K | – | 122 |
|
|
2019
Q3 | $344K | Buy |
+5,908
| New | +$344K | 0.11% | 89 |
|