Vest 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 | $60M | Buy |
864,153
+61,018
| +8% | +$4.24M | 0.85% | 27 |
|
|
2025
Q1 | $56.9M | Buy |
803,135
+88,678
| +12% | +$6.29M | 0.88% | 35 |
|
|
2024
Q4 | $51.2M | Buy |
714,457
+45,873
| +7% | +$3.29M | 0.91% | 55 |
|
|
2024
Q3 | $56.5M | Sell |
668,584
-5,225
| -0.8% | -$442K | 1.09% | 17 |
|
|
2024
Q2 | $47.7M | Buy |
673,809
+26,489
| +4% | +$1.88M | 1.14% | 14 |
|
|
2024
Q1 | $41.4M | Buy |
647,320
+154,685
| +31% | +$9.89M | 1.1% | 27 |
|
|
2023
Q4 | $29.9M | Buy |
492,635
+195,769
| +66% | +$11.9M | 1.12% | 39 |
|
|
2023
Q3 | $17M | Buy |
296,866
+142,467
| +92% | +$8.16M | 0.93% | 66 |
|
|
2023
Q2 | $11.3M | Buy |
154,399
+33,708
| +28% | +$2.48M | 1.06% | 58 |
|
|
2023
Q1 | $9.3M | Sell |
120,691
-4,029
| -3% | -$311K | 1.27% | 56 |
|
|
2022
Q4 | $10.4M | Buy |
124,720
+11,578
| +10% | +$968K | 1.63% | 9 |
|
|
2022
Q3 | $8.87M | Sell |
113,142
-14,484
| -11% | -$1.14M | 1.68% | 15 |
|
|
2022
Q2 | $10.2M | Buy |
127,626
+25,548
| +25% | +$2.05M | 1.86% | 1 |
|
|
2022
Q1 | $8.65M | Buy |
102,078
+21,530
| +27% | +$1.82M | 1.57% | 30 |
|
|
2021
Q4 | $7.52M | Buy |
80,548
+12,766
| +19% | +$1.19M | 1.64% | 18 |
|
|
2021
Q3 | $5.32M | Buy |
67,782
+16,206
| +31% | +$1.27M | 1.62% | 14 |
|
|
2021
Q2 | $3.78M | Buy |
51,576
+21,746
| +73% | +$1.59M | 1.43% | 58 |
|
|
2021
Q1 | $2.26M | Buy |
+29,830
| New | +$2.26M | 1.29% | 64 |
|