Asset Dedication 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
Q2 | $218K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $31K | Sell |
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|
2020
Q4 | $51K | Sell |
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|
2020
Q3 | $46K | Sell |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $117K | Buy |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $82K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $67K | Hold |
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|
2018
Q2 | $67K | Hold |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $62K | Hold |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $56K | Hold |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $49K | Hold |
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|
2016
Q2 | $52K | Sell |
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|
2016
Q1 | $48K | Sell |
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|
2015
Q4 | $52K | Buy |
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