Delta 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 | $297K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $473K | Hold |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $466K | Hold |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $656K | Buy |
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|
2019
Q3 | $627K | Buy |
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|
2019
Q2 | $521K | Hold |
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|
2019
Q1 | $492K | Sell |
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|
2018
Q4 | $477K | Hold |
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|
2018
Q3 | $460K | Hold |
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|
2018
Q2 | $458K | Buy |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $430K | Hold |
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|
2017
Q3 | $404K | Hold |
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|
2017
Q2 | $386K | Buy |
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|
2017
Q1 | $347K | Hold |
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|
2016
Q4 | $322K | Sell |
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|
2016
Q3 | $330K | Hold |
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|
2016
Q2 | $352K | Hold |
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|
2016
Q1 | $320K | Hold |
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|
2015
Q4 | $281K | Hold |
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|
2015
Q3 | $264K | Hold |
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|
2015
Q2 | $265K | Hold |
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|
2015
Q1 | $281K | Sell |
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|
2014
Q4 | $301K | Hold |
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|
2014
Q3 | $266K | Buy |
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|
2014
Q2 | $249K | Sell |
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|
2014
Q1 | $271K | Sell |
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|
2013
Q4 | $245K | Sell |
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|
2013
Q3 | $229K | Sell |
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|
2013
Q2 | $238K | Buy |
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