WhitTier Trust Company’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 | $7.22M | Buy |
103,940
+2,498
| +2% | +$173K | 0.16% | 122 |
|
|
2025
Q1 | $7.19M | Buy |
101,442
+4,920
| +5% | +$349K | 0.18% | 113 |
|
|
2024
Q4 | $6.92M | Buy |
96,522
+59,130
| +158% | +$4.24M | 0.17% | 118 |
|
|
2024
Q3 | $3.16M | Buy |
37,392
+4,482
| +14% | +$379K | 0.08% | 190 |
|
|
2024
Q2 | $2.33M | Buy |
32,910
+3
| +0% | +$212 | 0.06% | 206 |
|
|
2024
Q1 | $2.1M | Buy |
32,907
+784
| +2% | +$50.1K | 0.06% | 217 |
|
|
2023
Q4 | $1.95M | Sell |
32,123
-886
| -3% | -$53.8K | 0.06% | 222 |
|
|
2023
Q3 | $1.89M | Sell |
33,009
-165
| -0.5% | -$9.45K | 0.07% | 213 |
|
|
2023
Q2 | $2.46M | Buy |
33,174
+2,875
| +9% | +$213K | 0.08% | 192 |
|
|
2023
Q1 | $2.34M | Buy |
30,299
+1,228
| +4% | +$94.7K | 0.09% | 188 |
|
|
2022
Q4 | $2.43M | Sell |
29,071
-521
| -2% | -$43.6K | 0.1% | 178 |
|
|
2022
Q3 | $2.32M | Hold |
29,592
| – | – | 0.1% | 181 |
|
|
2022
Q2 | $2.29M | Buy |
29,592
+12
| +0% | +$929 | 0.09% | 185 |
|
|
2022
Q1 | $2.51M | Hold |
29,580
| – | – | 0.09% | 183 |
|
|
2021
Q4 | $2.76M | Hold |
29,580
| – | – | 0.1% | 169 |
|
|
2021
Q3 | $2.32M | Sell |
29,580
-871
| -3% | -$68.4K | 0.1% | 179 |
|
|
2021
Q2 | $2.23M | Buy |
30,451
+683
| +2% | +$50K | 0.09% | 183 |
|
|
2021
Q1 | $2.25M | Buy |
29,768
+93
| +0.3% | +$7.03K | 0.1% | 166 |
|
|
2020
Q4 | $2.29M | Buy |
29,675
+5,387
| +22% | +$416K | 0.11% | 158 |
|
|
2020
Q3 | $1.69M | Buy |
24,288
+1,000
| +4% | +$69.4K | 0.1% | 176 |
|
|
2020
Q2 | $1.4M | Sell |
23,288
-780
| -3% | -$46.8K | 0.09% | 183 |
|
|
2020
Q1 | $1.45M | Buy |
24,068
+3,172
| +15% | +$191K | 0.11% | 159 |
|
|
2019
Q4 | $1.27M | Buy |
20,896
+804
| +4% | +$48.7K | 0.08% | 192 |
|
|
2019
Q3 | $1.17M | Sell |
20,092
-60
| -0.3% | -$3.49K | 0.08% | 192 |
|
|
2019
Q2 | $1.03M | Hold |
20,152
| – | – | 0.07% | 192 |
|
|
2019
Q1 | $974K | Buy |
20,152
+692
| +4% | +$33.4K | 0.07% | 192 |
|
|
2018
Q4 | $846K | Buy |
19,460
+944
| +5% | +$41K | 0.07% | 196 |
|
|
2018
Q3 | $776K | Hold |
18,516
| – | – | 0.06% | 217 |
|
|
2018
Q2 | $773K | Sell |
18,516
-100
| -0.5% | -$4.18K | 0.06% | 216 |
|
|
2018
Q1 | $760K | Buy |
18,616
+4,480
| +32% | +$183K | 0.06% | 217 |
|
|
2017
Q4 | $552K | Sell |
14,136
-5,680
| -29% | -$222K | 0.05% | 247 |
|
|
2017
Q3 | $726K | Sell |
19,816
-400
| -2% | -$14.7K | 0.07% | 220 |
|
|
2017
Q2 | $708K | Sell |
20,216
-1,120
| -5% | -$39.2K | 0.07% | 219 |
|
|
2017
Q1 | $684K | Sell |
21,336
-15,896
| -43% | -$510K | 0.07% | 224 |
|
|
2016
Q4 | $1.11M | Sell |
37,232
-196
| -0.5% | -$5.85K | 0.12% | 161 |
|
|
2016
Q3 | $1.15M | Hold |
37,428
| – | – | 0.13% | 161 |
|
|
2016
Q2 | $1.22M | Buy |
37,428
+640
| +2% | +$20.9K | 0.14% | 153 |
|
|
2016
Q1 | $1.09M | Buy |
36,788
+2,160
| +6% | +$63.9K | 0.13% | 166 |
|
|
2015
Q4 | $899K | Buy |
34,628
+2,900
| +9% | +$75.3K | 0.11% | 185 |
|
|
2015
Q3 | $774K | Hold |
31,728
| – | – | 0.09% | 208 |
|
|
2015
Q2 | $777K | Buy |
31,728
+444
| +1% | +$10.9K | 0.09% | 218 |
|
|
2015
Q1 | $814K | Hold |
31,284
| – | – | 0.09% | 208 |
|
|
2014
Q4 | $831K | Hold |
31,284
| – | – | 0.09% | 210 |
|
|
2014
Q3 | $734K | Buy |
31,284
+192
| +0.6% | +$4.51K | 0.08% | 214 |
|
|
2014
Q2 | $796K | Sell |
31,092
-200
| -0.6% | -$5.12K | 0.09% | 205 |
|
|
2014
Q1 | $748K | Buy |
31,292
+1,172
| +4% | +$28K | 0.09% | 197 |
|
|
2013
Q4 | $644K | Buy |
30,120
+200
| +0.7% | +$4.28K | 0.08% | 207 |
|
|
2013
Q3 | $600K | Buy |
29,920
+40
| +0.1% | +$802 | 0.08% | 197 |
|
|
2013
Q2 | $608K | Buy |
+29,880
| New | +$608K | 0.09% | 188 |
|