Edmond de Rothschild Holding’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 | $46.6M | Buy |
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|
2025
Q1 | $45.7M | Buy |
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|
2024
Q4 | $37.5M | Sell |
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|
2024
Q3 | $46.6M | Sell |
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|
2024
Q2 | $46.5M | Sell |
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|
2024
Q1 | $52.7M | Sell |
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|
2023
Q4 | $55.7M | Buy |
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|
2023
Q3 | $43.5M | Buy |
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|
2023
Q2 | $54.8M | Buy |
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|
2023
Q1 | $48.5M | Buy |
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|
2022
Q4 | $37.7M | Buy |
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|
2022
Q3 | $18.6M | Sell |
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|
2022
Q2 | $26M | Buy |
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|
2022
Q1 | $17.8M | Buy |
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|
2021
Q4 | $16.5M | Buy |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.73M | Sell |
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|
2019
Q1 | $2.19M | Sell |
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|
2018
Q4 | $2.34M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.51M | Sell |
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|
2017
Q3 | $1.72M | Buy |
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|
2017
Q2 | $1.55M | Sell |
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|
2017
Q1 | $1.93M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $2.38M | Sell |
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|
2016
Q2 | $2.57M | Buy |
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|
2016
Q1 | $1.77M | Sell |
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|
2015
Q4 | $1.97M | Sell |
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|
2015
Q3 | $1.95M | Hold |
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|
2015
Q2 | $1.96M | Buy |
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