AllSquare Wealth Management’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 | $69.4K | Hold |
|
|||||
|
2025
Q1 | $70.9K | Sell |
|
|||||
|
2024
Q4 | $112K | Hold |
|
|||||
|
2024
Q3 | $133K | Buy |
|
|||||
|
2024
Q2 | $108K | Hold |
|
|||||
|
2024
Q1 | $97.4K | Hold |
|
|||||
|
2023
Q4 | $92.6K | Hold |
|
|||||
|
2023
Q3 | $87.3K | Hold |
|
|||||
|
2023
Q2 | $111K | Hold |
|
|||||
|
2023
Q1 | $117K | Buy |
|
|||||
|
2022
Q4 | $122K | Hold |
|
|||||
|
2022
Q3 | $114K | Hold |
|
|||||
|
2022
Q2 | $113K | Hold |
|
|||||
|
2022
Q1 | $123K | Buy |
|
|||||
|
2021
Q4 | $130K | Sell |
|
|||||
|
2021
Q3 | $157K | Sell |
|
|||||
|
2021
Q2 | $153K | Buy |
|
|||||
|
2021
Q1 | $156K | Hold |
|
|||||
|
2020
Q4 | $160K | Sell |
|
|||||
|
2020
Q3 | $146K | Hold |
|
|||||
|
2020
Q2 | $127K | Hold |
|
|||||
|
2020
Q1 | $127K | Sell |
|
|||||
|
2019
Q4 | $132K | Sell |
|
|||||
|
2019
Q3 | $137K | Hold |
|
|||||
|
2019
Q2 | $120K | Hold |
|
|||||
|
2019
Q1 | $114K | Buy |
|
|||||
|
2018
Q4 | $67K | Hold |
|
|||||
|
2018
Q3 | $64K | Sell |
|
|||||
|
2018
Q2 | $71K | Buy |
|
|||||
|
2018
Q1 | $63K | Hold |
|
|||||
|
2017
Q4 | $60K | Hold |
|
|||||
|
2017
Q3 | $56K | Hold |
|
|||||
|
2017
Q2 | $54K | Hold |
|
|||||
|
2017
Q1 | $49K | Hold |
|
|||||
|
2016
Q4 | $46K | Hold |
|
|||||
|
2016
Q3 | $47K | Hold |
|
|||||
|
2016
Q2 | $50K | Sell |
|
|||||
|
2016
Q1 | $61K | Hold |
|
|||||
|
2015
Q4 | $54K | Sell |
|
|||||
|
2015
Q3 | $63K | Hold |
|
|||||
|
2015
Q2 | $64K | Hold |
|
|||||
|
2015
Q1 | $68K | Hold |
|
|||||
|
2014
Q4 | $69K | Buy |
|