Covenant 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
Q3 | $404K | Buy |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $889K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.32M | Hold |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.54M | Hold |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $607K | Sell |
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|
2020
Q2 | $535K | Hold |
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|
2020
Q1 | $536K | Hold |
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|
2019
Q4 | $539K | Sell |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $471K | Hold |
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|
2019
Q1 | $445K | Sell |
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|
2018
Q4 | $398K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $397K | Hold |
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|
2018
Q1 | $388K | Sell |
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|
2017
Q4 | $416K | Buy |
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|
2017
Q3 | $339K | Hold |
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|
2017
Q2 | $324K | Hold |
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $277K | Buy |
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