Fiduciary Group’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 | $550K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $709K | Sell |
|
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $552K | Buy |
|
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $860K | Buy |
|
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|
2022
Q4 | $917K | Sell |
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|
2022
Q3 | $916K | Sell |
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|
2022
Q2 | $993K | Buy |
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|
2022
Q1 | $711K | Buy |
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|
2021
Q4 | $939K | Buy |
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|
2021
Q3 | $845K | Buy |
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|
2021
Q2 | $783K | Buy |
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|
2021
Q1 | $742K | Buy |
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|
2020
Q4 | $632K | Sell |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $2.37M | Hold |
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|
2020
Q1 | $2.38M | Sell |
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|
2019
Q4 | $2.4M | Sell |
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|
2019
Q3 | $2.31M | Hold |
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|
2019
Q2 | $2.03M | Hold |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $1.63M | Hold |
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|
2018
Q2 | $1.63M | Buy |
|
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|
2018
Q1 | $1.58M | Hold |
|
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|
2017
Q4 | $1.51M | Hold |
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|
2017
Q3 | $1.41M | Hold |
|
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|
2017
Q2 | $1.35M | Hold |
|
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|
2017
Q1 | $1.24M | Hold |
|
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|
2016
Q4 | $1.15M | Sell |
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|
2016
Q3 | $1.21M | Sell |
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|
2016
Q2 | $1.32M | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.15M | Sell |
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|
2015
Q3 | $1.11M | Buy |
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|
2015
Q2 | $1.11M | Buy |
|