Excalibur 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 | $668K | Buy |
|
|||||
|
2025
Q1 | $652K | Buy |
|
|||||
|
2024
Q4 | $648K | Buy |
|
|||||
|
2024
Q3 | $577K | Buy |
|
|||||
|
2024
Q2 | $479K | Buy |
|
|||||
|
2024
Q1 | $367K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $309K | Hold |
|
|||||
|
2023
Q1 | $321K | Hold |
|
|||||
|
2022
Q4 | $348K | Sell |
|
|||||
|
2022
Q3 | $330K | Sell |
|
|||||
|
2022
Q2 | $503K | Sell |
|
|||||
|
2022
Q1 | $737K | Sell |
|
|||||
|
2021
Q4 | $941K | Hold |
|
|||||
|
2021
Q3 | $792K | Buy |
|
|||||
|
2021
Q2 | $734K | Buy |
|
|||||
|
2021
Q1 | $725K | Sell |
|
|||||
|
2020
Q4 | $741K | Buy |
|
|||||
|
2020
Q3 | $663K | Buy |
|