Carret Asset 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 | $1.1M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $960K | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.32M | Hold |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $944K | Sell |
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|
2019
Q4 | $998K | Buy |
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|
2019
Q3 | $914K | Sell |
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|
2019
Q2 | $824K | Sell |
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|
2019
Q1 | $835K | Buy |
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|
2018
Q4 | $747K | Sell |
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|
2018
Q3 | $747K | Buy |
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|
2018
Q2 | $739K | Sell |
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|
2018
Q1 | $784K | Sell |
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|
2017
Q4 | $752K | Buy |
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|
2017
Q3 | $664K | Hold |
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|
2017
Q2 | $635K | Sell |
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|
2017
Q1 | $612K | Buy |
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|
2016
Q4 | $546K | Buy |
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|
2016
Q3 | $400K | Buy |
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|
2016
Q2 | $367K | Hold |
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|
2016
Q1 | $333K | Sell |
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|
2015
Q4 | $297K | Sell |
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|
2015
Q3 | $285K | Hold |
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|
2015
Q2 | $286K | Sell |
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|
2015
Q1 | $335K | Sell |
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|
2014
Q4 | $684K | Buy |
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|
2014
Q3 | $583K | Hold |
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|
2014
Q2 | $636K | Sell |
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|
2014
Q1 | $603K | Hold |
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|
2013
Q4 | $540K | Hold |
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|
2013
Q3 | $506K | Buy |
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|
2013
Q2 | $509K | Buy |
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