Aspiriant LLC’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 | $313K | Sell |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $809K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $560K | Buy |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $438K | Buy |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.51M | Sell |
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|
2018
Q3 | $1.51M | Sell |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $225K | Sell |
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|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $1.95M | Sell |
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|
2017
Q1 | $1.98M | Sell |
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|
2016
Q4 | $2.06M | Sell |
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|
2016
Q3 | $3.35M | Buy |
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|
2016
Q2 | $2.38M | Sell |
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|
2016
Q1 | $3.31M | Buy |
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