Baron Silver Stevens Financial Advisors’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 | $1.07M | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1 | Sell |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $2.26M | Buy |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $2.06M | Buy |
|