Ascent Wealth Partners’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
Q3 | $636K | Sell |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $776K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $699K | Buy |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $663K | Hold |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $517K | Hold |
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|
2019
Q4 | $521K | Hold |
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|
2019
Q3 | $501K | Hold |
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|
2019
Q2 | $440K | Hold |
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|
2019
Q1 | $416K | Hold |
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|
2018
Q4 | $374K | Sell |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | $359K | Hold |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $301K | Hold |
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|
2017
Q1 | $276K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $280K | Sell |
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|
2016
Q1 | $260K | Buy |
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|
2015
Q4 | $223K | Hold |
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|
2015
Q3 | $210K | Hold |
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|
2015
Q2 | $211K | Hold |
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|
2015
Q1 | $224K | Hold |
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|
2014
Q4 | $229K | Hold |
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|
2014
Q3 | $202K | Hold |
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|
2014
Q2 | $220K | Hold |
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|
2014
Q1 | $206K | Buy |
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