Ballast Inc’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 | – | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $205K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $241K | Buy |
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