Ballentine 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 | $2.89M | Sell |
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|
2025
Q2 | $3.15M | Buy |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $3.73M | Buy |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $982K | Buy |
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|
2019
Q3 | $941K | Buy |
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|
2019
Q2 | $821K | Buy |
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|
2019
Q1 | $681K | Buy |
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|
2018
Q4 | $591K | Sell |
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|
2018
Q3 | $598K | Sell |
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|
2018
Q2 | $597K | Buy |
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|
2018
Q1 | $558K | Sell |
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|
2017
Q4 | $536K | Sell |
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|
2017
Q3 | $593K | Buy |
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|
2017
Q2 | $453K | Buy |
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|
2017
Q1 | $402K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $252K | Sell |
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|
2016
Q2 | $279K | Buy |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $207K | Buy |
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