Charles Schwab’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 | $1.17B | Buy |
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|
2025
Q1 | $1.17B | Buy |
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|
2024
Q4 | $977M | Buy |
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|
2024
Q3 | $1.12B | Buy |
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|
2024
Q2 | $935M | Buy |
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|
2024
Q1 | $706M | Buy |
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|
2023
Q4 | $655M | Buy |
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|
2023
Q3 | $593M | Buy |
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|
2023
Q2 | $757M | Buy |
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|
2023
Q1 | $774M | Buy |
|
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|
2022
Q4 | $834M | Buy |
|
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|
2022
Q3 | $757M | Buy |
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|
2022
Q2 | $728M | Buy |
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|
2022
Q1 | $789M | Buy |
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|
2021
Q4 | $843M | Buy |
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|
2021
Q3 | $689M | Buy |
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|
2021
Q2 | $634M | Sell |
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|
2021
Q1 | $655M | Buy |
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|
2020
Q4 | $653M | Buy |
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|
2020
Q3 | $577M | Sell |
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|
2020
Q2 | $530M | Buy |
|
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|
2020
Q1 | $528M | Buy |
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|
2019
Q4 | $527M | Buy |
|
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|
2019
Q3 | $499M | Buy |
|
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|
2019
Q2 | $420M | Buy |
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|
2019
Q1 | $386M | Buy |
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|
2018
Q4 | $333M | Buy |
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|
2018
Q3 | $310M | Buy |
|
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|
2018
Q2 | $290M | Buy |
|
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|
2018
Q1 | $275M | Buy |
|
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|
2017
Q4 | $253M | Buy |
|
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|
2017
Q3 | $229M | Buy |
|
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|
2017
Q2 | $213M | Buy |
|
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|
2017
Q1 | $187M | Buy |
|
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|
2016
Q4 | $166M | Buy |
|
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|
2016
Q3 | $164M | Buy |
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|
2016
Q2 | $169M | Buy |
|
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|
2016
Q1 | $150M | Buy |
|
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|
2015
Q4 | $127M | Buy |
|
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|
2015
Q3 | $115M | Buy |
|
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|
2015
Q2 | $111M | Buy |
|
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|
2015
Q1 | $116M | Buy |
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|
2014
Q4 | $111M | Buy |
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|
2014
Q3 | $93.5M | Buy |
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|
2014
Q2 | $99.5M | Sell |
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|
2014
Q1 | $103M | Buy |
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|
2013
Q4 | $89.2M | Buy |
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|
2013
Q3 | $82.3M | Buy |
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|
2013
Q2 | $67.4M | Buy |
|