Beese Fulmer Investment Management’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 | $504K | Buy |
|
|||||
|
2025
Q1 | $500K | Buy |
|
|||||
|
2024
Q4 | $443K | Sell |
|
|||||
|
2024
Q3 | $533K | Sell |
|
|||||
|
2024
Q2 | $471K | Sell |
|
|||||
|
2024
Q1 | $427K | Sell |
|
|||||
|
2023
Q4 | $547K | Sell |
|
|||||
|
2023
Q3 | $557K | Sell |
|
|||||
|
2023
Q2 | $750K | Buy |
|
|||||
|
2023
Q1 | $769K | Sell |
|
|||||
|
2022
Q4 | $866K | Buy |
|
|||||
|
2022
Q3 | $780K | Hold |
|
|||||
|
2022
Q2 | $770K | Hold |
|
|||||
|
2022
Q1 | $842K | Sell |
|
|||||
|
2021
Q4 | $963K | Buy |
|
|||||
|
2021
Q3 | $745K | Buy |
|
|||||
|
2021
Q2 | $676K | Hold |
|
|||||
|
2021
Q1 | $697K | Buy |
|
|||||
|
2020
Q4 | $647K | Sell |
|
|||||
|
2020
Q3 | $591K | Sell |
|
|||||
|
2020
Q2 | $584K | Buy |
|
|||||
|
2020
Q1 | $561K | Hold |
|
|||||
|
2019
Q4 | $564K | Hold |
|
|||||
|
2019
Q3 | $543K | Buy |
|
|||||
|
2019
Q2 | $428K | Hold |
|
|||||
|
2019
Q1 | $404K | Sell |
|
|||||
|
2018
Q4 | $403K | Hold |
|
|||||
|
2018
Q3 | $389K | Buy |
|
|||||
|
2018
Q2 | $387K | Buy |
|
|||||
|
2018
Q1 | $378K | Buy |
|
|||||
|
2017
Q4 | $362K | Buy |
|
|||||
|
2017
Q3 | $339K | Buy |
|
|||||
|
2017
Q2 | $306K | Sell |
|
|||||
|
2017
Q1 | $282K | Buy |
|
|||||
|
2016
Q4 | $261K | Hold |
|
|||||
|
2016
Q3 | $267K | Hold |
|
|||||
|
2016
Q2 | $285K | Hold |
|
|||||
|
2016
Q1 | $255K | Hold |
|
|||||
|
2015
Q4 | $227K | Buy |
|