EP Wealth 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
Q2 | $67.9M | Sell |
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|
2025
Q1 | $72.1M | Sell |
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|
2024
Q4 | $74.4M | Sell |
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|
2024
Q3 | $89.3M | Sell |
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|
2024
Q2 | $82.2M | Sell |
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|
2024
Q1 | $77.3M | Buy |
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|
2023
Q4 | $72.6M | Sell |
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|
2023
Q3 | $69.7M | Buy |
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|
2023
Q2 | $91.1M | Sell |
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|
2023
Q1 | $322M | Buy |
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|
2022
Q4 | $5.71M | Sell |
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|
2022
Q3 | $5.44M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $945K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $346K | Sell |
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|
2015
Q3 | $424K | Sell |
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|
2015
Q2 | $430K | Buy |
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|
2015
Q1 | $360K | Sell |
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|
2014
Q4 | $749K | Sell |
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|
2014
Q3 | $674K | Hold |
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|
2014
Q2 | $735K | Hold |
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|
2014
Q1 | $686K | Hold |
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|
2013
Q4 | $614K | Sell |
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|
2013
Q3 | $616K | Buy |
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|
2013
Q2 | $618K | Buy |
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