Fermata 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 | – | Sell |
|
|||||
|
2025
Q1 | $532K | Buy |
|
|||||
|
2024
Q4 | $308K | Sell |
|
|||||
|
2024
Q3 | $374K | Buy |
|
|||||
|
2024
Q2 | $291K | Sell |
|
|||||
|
2024
Q1 | $395K | Buy |
|
|||||
|
2023
Q4 | $213K | Sell |
|
|||||
|
2023
Q3 | $212K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $222K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $280K | Sell |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $459K | Sell |
|
|||||
|
2021
Q3 | $407K | Sell |
|
|||||
|
2021
Q2 | $405K | Buy |
|
|||||
|
2021
Q1 | $279K | Buy |
|