Calton & Associates’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 | $415K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $979K | Buy |
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|
2022
Q2 | $964K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $992K | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $924K | Buy |
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|
2020
Q2 | $499K | Buy |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $601K | Sell |
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|
2019
Q3 | $821K | Buy |
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|
2019
Q2 | $453K | Buy |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $301K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $225K | Buy |
|