Advisory Research’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $548K | Hold |
|
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $500K | Hold |
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|
2022
Q4 | $542K | Hold |
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|
2022
Q3 | $508K | Hold |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9.21M | Buy |
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|
2021
Q1 | $9.46M | Sell |
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|
2020
Q4 | $14M | Sell |
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|
2020
Q3 | $13.7M | Buy |
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|
2020
Q2 | $9.13M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $332K | Buy |
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|
2014
Q4 | $331K | Sell |
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|
2014
Q3 | $295K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $302K | Sell |
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|
2013
Q4 | $271K | Buy |
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|
2013
Q3 | $249K | Buy |
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|
2013
Q2 | $248K | Buy |
|