Costello 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 | $802K | Buy |
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|
2025
Q1 | $818K | Buy |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $813K | Sell |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $770K | Buy |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $93K | Buy |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $5K | Buy |
|