Charter Oak Capital 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
Q3 | $928K | Sell |
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|
2025
Q2 | $873K | Sell |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $953K | Sell |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $977K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $916K | Buy |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $782K | Hold |
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|
2020
Q4 | $797K | Buy |
|