Financial Planning & Information Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $963K | Buy |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $668K | Sell |
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|
2023
Q4 | $655K | Hold |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $808K | Hold |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $977K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $796K | Hold |
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|
2021
Q4 | $878K | Hold |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $683K | Sell |
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|
2021
Q1 | $719K | Buy |
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|
2020
Q4 | $729K | Sell |
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|
2020
Q3 | $756K | Sell |
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|
2020
Q2 | $673K | Hold |
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|
2020
Q1 | $674K | Buy |
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|
2019
Q4 | $547K | Buy |
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|
2019
Q3 | $495K | Sell |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $335K | Hold |
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|
2018
Q4 | $302K | Hold |
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|
2018
Q3 | $291K | Hold |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $283K | Buy |
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|
2017
Q4 | $211K | Buy |
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