Close Asset 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 | $215K | Sell |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $807K | Buy |
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|
2024
Q2 | $653K | Sell |
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|
2024
Q1 | $668K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $48K | Hold |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $23K | Buy |
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