Castleark 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 | $131K | Buy |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $99.7K | Hold |
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|
2023
Q4 | $94.8K | Hold |
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|
2023
Q3 | $89.4K | Hold |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $956K | Buy |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $2.18M | Sell |
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|
2020
Q3 | $2.1M | Buy |
|