Evercore Wealth 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 | $11.4M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $7.12M | Buy |
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|
2023
Q4 | $4.11M | Sell |
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|
2023
Q3 | $4.54M | Sell |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $6.1M | Sell |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $6M | Sell |
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|
2022
Q2 | $6.06M | Buy |
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|
2022
Q1 | $5.78M | Sell |
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|
2021
Q4 | $6.49M | Sell |
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|
2021
Q3 | $5.79M | Sell |
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|
2021
Q2 | $5.54M | Sell |
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|
2021
Q1 | $5.79M | Buy |
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|
2020
Q4 | $5.79M | Buy |
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|
2020
Q3 | $4.91M | Sell |
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|
2020
Q2 | $4.35M | Sell |
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|
2020
Q1 | $4.46M | Buy |
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|
2019
Q4 | $4.3M | Buy |
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|
2019
Q3 | $4.06M | Buy |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $3.1M | Buy |
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|
2018
Q4 | $2.04M | Sell |
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|
2018
Q3 | $2.01M | Sell |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $2.19M | Sell |
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|
2017
Q4 | $2.27M | Sell |
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|
2017
Q3 | $2.15M | Sell |
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|
2017
Q2 | $2.11M | Buy |
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|
2017
Q1 | $1.91M | Sell |
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|
2016
Q4 | $1.78M | Buy |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $1.82M | Sell |
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|
2016
Q1 | $1.94M | Buy |
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|
2015
Q4 | $1.63M | Sell |
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|
2015
Q3 | $1.67M | Sell |
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|
2015
Q2 | $1.74M | Sell |
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|
2015
Q1 | $1.89M | Sell |
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|
2014
Q4 | $2.28M | Sell |
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|
2014
Q3 | $2.08M | Buy |
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|
2014
Q2 | $2.22M | Buy |
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|
2014
Q1 | $1.95M | Buy |
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|
2013
Q4 | $1.65M | Sell |
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|
2013
Q3 | $1.88M | Sell |
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|
2013
Q2 | $2.07M | Buy |
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