Charter Research & Investment Group’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 | $391K | Hold |
|
|||||
|
2025
Q1 | $399K | Sell |
|
|||||
|
2024
Q4 | $409K | Hold |
|
|||||
|
2024
Q3 | $482K | Hold |
|
|||||
|
2024
Q2 | $404K | Sell |
|
|||||
|
2024
Q1 | $369K | Hold |
|
|||||
|
2023
Q4 | $351K | Hold |
|
|||||
|
2023
Q3 | $331K | Hold |
|
|||||
|
2023
Q2 | $428K | Sell |
|
|||||
|
2023
Q1 | $454K | Buy |
|
|||||
|
2022
Q4 | $392K | Hold |
|
|||||
|
2022
Q3 | $368K | Sell |
|
|||||
|
2022
Q2 | $366K | Sell |
|
|||||
|
2022
Q1 | $402K | Sell |
|
|||||
|
2021
Q4 | $446K | Hold |
|
|||||
|
2021
Q3 | $375K | Hold |
|
|||||
|
2021
Q2 | $350K | Hold |
|
|||||
|
2021
Q1 | $361K | Buy |
|
|||||
|
2020
Q4 | $365K | Sell |
|
|||||
|
2020
Q3 | $342K | Sell |
|
|||||
|
2020
Q2 | $308K | Hold |
|
|||||
|
2020
Q1 | $308K | Hold |
|
|||||
|
2019
Q4 | $310K | Sell |
|
|||||
|
2019
Q3 | $317K | Hold |
|
|||||
|
2019
Q2 | $279K | Hold |
|
|||||
|
2019
Q1 | $263K | Hold |
|
|||||
|
2018
Q4 | $237K | Hold |
|
|||||
|
2018
Q3 | $228K | Sell |
|
|||||
|
2018
Q2 | $232K | Hold |
|
|||||
|
2018
Q1 | $226K | Buy |
|