Creative Planning’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 | $62.3M | Buy |
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|
2025
Q1 | $62.3M | Buy |
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|
2024
Q4 | $60.1M | Buy |
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|
2024
Q3 | $70.1M | Buy |
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|
2024
Q2 | $57.5M | Buy |
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|
2024
Q1 | $48.5M | Sell |
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|
2023
Q4 | $46.5M | Sell |
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|
2023
Q3 | $52.4M | Buy |
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|
2023
Q2 | $53.6M | Buy |
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|
2023
Q1 | $54.8M | Buy |
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|
2022
Q4 | $58.8M | Buy |
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|
2022
Q3 | $53.4M | Sell |
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|
2022
Q2 | $55.6M | Buy |
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|
2022
Q1 | $55.9M | Buy |
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|
2021
Q4 | $39.4M | Sell |
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|
2021
Q3 | $33.9M | Buy |
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|
2021
Q2 | $30.2M | Sell |
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|
2021
Q1 | $32.3M | Buy |
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|
2020
Q4 | $33M | Buy |
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|
2020
Q3 | $29.5M | Buy |
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|
2020
Q2 | $25M | Sell |
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|
2020
Q1 | $26.3M | Buy |
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|
2019
Q4 | $25.4M | Sell |
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|
2019
Q3 | $26M | Buy |
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|
2019
Q2 | $22.4M | Buy |
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|
2019
Q1 | $20.7M | Sell |
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|
2018
Q4 | $18.9M | Buy |
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|
2018
Q3 | $17.6M | Buy |
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|
2018
Q2 | $16.5M | Sell |
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|
2018
Q1 | $16.3M | Buy |
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|
2017
Q4 | $14.3M | Buy |
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|
2017
Q3 | $12.9M | Buy |
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|
2017
Q2 | $11.6M | Sell |
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|
2017
Q1 | $10.8M | Buy |
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|
2016
Q4 | $9.81M | Buy |
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|
2016
Q3 | $9.83M | Buy |
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|
2016
Q2 | $6.3M | Buy |
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|
2016
Q1 | $5.21M | Sell |
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|
2015
Q4 | $5.03M | Sell |
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|
2015
Q3 | $4.82M | Buy |
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|
2015
Q2 | $4.61M | Sell |
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|
2015
Q1 | $5.15M | Buy |
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|
2014
Q4 | $4.38M | Buy |
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|
2014
Q3 | $3.29M | Buy |
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|
2014
Q2 | $2.89M | Buy |
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|
2014
Q1 | $2.52M | Buy |
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|
2013
Q4 | $1.5M | Buy |
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|
2013
Q3 | $1.4M | Buy |
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|
2013
Q2 | $1.25M | Buy |
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