Chicago Partners 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 | $1.63M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $957K | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $963K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $921K | Buy |
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|
2021
Q1 | $899K | Buy |
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|
2020
Q4 | $961K | Sell |
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|
2020
Q3 | $805K | Buy |
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|
2020
Q2 | $690K | Buy |
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|
2020
Q1 | $608K | Buy |
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|
2019
Q4 | $621K | Sell |
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|
2019
Q3 | $585K | Buy |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $450K | Hold |
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|
2018
Q4 | $417K | Sell |
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|
2018
Q3 | $449K | Buy |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $344K | Hold |
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | $52K | Sell |
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|
2017
Q1 | $257K | Hold |
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|
2016
Q4 | $239K | Hold |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $208K | Hold |
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|
2015
Q3 | $195K | Hold |
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|
2015
Q2 | $196K | Buy |
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|
2015
Q1 | $208K | Sell |
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|
2014
Q4 | $213K | Buy |
|