Allworth Financial’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 | $28.5M | Buy |
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|
2025
Q1 | $25.9M | Buy |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $24.4M | Sell |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.34M | Sell |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $5.07M | Buy |
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|
2022
Q4 | $4.59M | Buy |
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|
2022
Q3 | $3.93M | Buy |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $3.87M | Buy |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $1.91M | Buy |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | $131K | Buy |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $53K | Sell |
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|
2017
Q4 | $50K | Buy |
|
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|
2017
Q3 | $47K | Sell |
|
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|
2017
Q2 | $107K | Buy |
|
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|
2017
Q1 | $92K | Sell |
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|
2016
Q4 | $88K | Hold |
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|
2016
Q3 | $90K | Sell |
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|
2016
Q2 | $99K | Sell |
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|
2016
Q1 | $117K | Buy |
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|
2015
Q4 | $76K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $31K | Buy |
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|
2015
Q1 | $32K | Buy |
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