Evermay 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 | $1.56M | Sell |
|
|||||
|
2025
Q1 | $1.64M | Sell |
|
|||||
|
2024
Q4 | $1.72M | Sell |
|
|||||
|
2024
Q3 | $2.03M | Sell |
|
|||||
|
2024
Q2 | $1.78M | Buy |
|
|||||
|
2024
Q1 | $1.42M | Buy |
|
|||||
|
2023
Q4 | $1.31M | Sell |
|
|||||
|
2023
Q3 | $1.35M | Sell |
|
|||||
|
2023
Q2 | $1.78M | Sell |
|
|||||
|
2023
Q1 | $2.1M | Sell |
|
|||||
|
2022
Q4 | $2.28M | Buy |
|
|||||
|
2022
Q3 | $2.1M | Sell |
|
|||||
|
2022
Q2 | $2.14M | Sell |
|
|||||
|
2022
Q1 | $2.43M | Buy |
|
|||||
|
2021
Q4 | $2.63M | Buy |
|
|||||
|
2021
Q3 | $2.13M | Sell |
|
|||||
|
2021
Q2 | $2.02M | Sell |
|
|||||
|
2021
Q1 | $2.16M | Sell |
|
|||||
|
2020
Q4 | $2.24M | Sell |
|
|||||
|
2020
Q3 | $2.04M | Sell |
|
|||||
|
2020
Q2 | $1.78M | Buy |
|
|||||
|
2020
Q1 | $1.77M | Buy |
|
|||||
|
2019
Q4 | $1.63M | Buy |
|
|||||
|
2019
Q3 | $1.48M | Sell |
|
|||||
|
2019
Q2 | $1.32M | Sell |
|
|||||
|
2019
Q1 | $1.27M | Buy |
|
|||||
|
2018
Q4 | $1.14M | Buy |
|
|||||
|
2018
Q3 | $867K | Sell |
|
|||||
|
2018
Q2 | $907K | Hold |
|
|||||
|
2018
Q1 | $887K | Sell |
|
|||||
|
2017
Q4 | $1.11M | Sell |
|
|||||
|
2017
Q3 | $1.09M | Buy |
|
|||||
|
2017
Q2 | $888K | Hold |
|
|||||
|
2017
Q1 | $814K | Buy |
|
|||||
|
2016
Q4 | $618K | Hold |
|
|||||
|
2016
Q3 | $633K | Hold |
|
|||||
|
2016
Q2 | $675K | Hold |
|
|||||
|
2016
Q1 | $612K | Buy |
|
|||||
|
2015
Q4 | $423K | Hold |
|
|||||
|
2015
Q3 | $398K | Hold |
|
|||||
|
2015
Q2 | $399K | Sell |
|
|||||
|
2015
Q1 | $432K | Sell |
|
|||||
|
2014
Q4 | $461K | Sell |
|
|||||
|
2014
Q3 | $474K | Buy |
|
|||||
|
2014
Q2 | $513K | Sell |
|
|||||
|
2014
Q1 | $497K | Sell |
|
|||||
|
2013
Q4 | $462K | Buy |
|