American Trust’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 | $3.23M | Buy |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.22M | Buy |
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|
2024
Q3 | $3.75M | Sell |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $3.6M | Sell |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $4.23M | Sell |
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|
2023
Q1 | $4.43M | Buy |
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|
2022
Q4 | $4.29M | Sell |
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|
2022
Q3 | $4.25M | Sell |
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|
2022
Q2 | $5M | Sell |
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|
2022
Q1 | $5.92M | Sell |
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|
2021
Q4 | $6.59M | Buy |
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