Altshuler Shaham’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
8,526
+2,255
| +36% | +$157K | 0.02% | 97 |
|
|
2025
Q1 | $445K | Buy |
6,271
+4,317
| +221% | +$306K | 0.01% | 88 |
|
|
2024
Q4 | $140K | Buy |
+1,954
| New | +$140K | ﹤0.01% | 105 |
|
|
2020
Q2 | – | Sell |
-2,480
| Closed | -$149K | – | 494 |
|
|
2020
Q1 | $149K | Sell |
2,480
-1,784
| -42% | -$107K | 0.01% | 128 |
|
|
2019
Q4 | $258K | Buy |
4,264
+512
| +14% | +$31K | 0.01% | 127 |
|
|
2019
Q3 | $217K | Buy |
3,752
+1,932
| +106% | +$112K | 0.01% | 133 |
|
|
2019
Q2 | $93K | Buy |
1,820
+908
| +100% | +$46.4K | ﹤0.01% | 147 |
|
|
2019
Q1 | $44K | Buy |
912
+304
| +50% | +$14.7K | ﹤0.01% | 149 |
|
|
2018
Q4 | $26K | Buy |
608
+36
| +6% | +$1.54K | ﹤0.01% | 150 |
|
|
2018
Q3 | $24K | Buy |
572
+476
| +496% | +$20K | ﹤0.01% | 161 |
|
|
2018
Q2 | $4K | Sell |
96
-348
| -78% | -$14.5K | ﹤0.01% | 186 |
|
|
2018
Q1 | $18K | Sell |
444
-40
| -8% | -$1.62K | ﹤0.01% | 140 |
|
|
2017
Q4 | $19K | Buy |
+484
| New | +$19K | ﹤0.01% | 122 |
|