Allegheny Financial Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Sell |
15,760
-26
| -0.2% | -$2.31K | 0.2% | 75 |
|
|
2025
Q4 | $1.27M | Sell |
15,786
-26
| -0.2% | -$2.15K | 0.19% | 82 |
|
|
2025
Q3 | $1.19M | Sell |
15,812
-301
| -2% | -$22K | 0.22% | 81 |
|
|
2025
Q2 | $1.12M | Buy |
16,113
+32
| +0.2% | +$2.22K | 0.25% | 76 |
|
|
2025
Q1 | $1.14M | Sell |
16,081
-371
| -2% | -$26.2K | 0.29% | 62 |
|
|
2024
Q4 | $1.18M | Sell |
16,452
-135
| -0.8% | -$10.5K | 0.3% | 61 |
|
|
2024
Q3 | $1.4M | Buy |
16,587
+9,208
| +125% | +$719K | 0.35% | 55 |
|
|
2024
Q2 | $523K | Buy |
7,379
+489
| +7% | +$34.7K | 0.15% | 129 |
|
|
2024
Q1 | $440K | Sell |
6,890
-623
| -8% | -$36.5K | 0.14% | 130 |
|
|
2023
Q4 | $456K | Buy |
7,513
+87
| +1% | +$4.96K | 0.15% | 127 |
|
|
2023
Q3 | $425K | Buy |
7,426
+1,857
| +33% | +$129K | 0.16% | 116 |
|
|
2023
Q2 | $413K | Sell |
5,569
-779
| -12% | -$59K | 0.2% | 103 |
|
|
2023
Q1 | $489K | Sell |
6,348
-156
| -2% | -$12K | 0.2% | 103 |
|
|
2022
Q4 | $544K | Buy |
6,504
+865
| +15% | +$69.9K | 0.23% | 90 |
|
|
2022
Q3 | $442K | Buy |
5,639
+1,434
| +34% | +$122K | 0.21% | 90 |
|
|
2022
Q2 | $326K | Buy |
4,205
+24
| +0.6% | +$1.83K | 0.15% | 112 |
|
|
2022
Q1 | $354K | Buy |
4,181
+231
| +6% | +$18.5K | 0.15% | 107 |
|
|
2021
Q4 | $369K | Buy |
3,950
+284
| +8% | +$24.5K | 0.15% | 102 |
|
|
2021
Q3 | $288K | Sell |
3,666
-19
| -0.5% | -$1.53K | 0.13% | 109 |
|
|
2021
Q2 | $270K | Buy |
+3,685
| New | +$277K | 0.12% | 116 |
|
|
2021
Q1 | – | Sell |
-3,648
| Closed | -$281K | – | 106 |
|
|
2020
Q4 | $281K | Buy |
+3,648
| New | +$273K | 0.15% | 99 |
|
Other funds holding NEE
VCM
VPM
