Detalus Advisors’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 | $529K | Buy |
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|
2025
Q2 | $486K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $673K | Sell |
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|
2021
Q4 | $748K | Sell |
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|
2021
Q3 | $920K | Buy |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $412K | Buy |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $311K | Buy |
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