Forte Capital’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 | $528K | Sell |
|
|||||
|
2025
Q1 | $592K | Sell |
|
|||||
|
2024
Q4 | $687K | Sell |
|
|||||
|
2024
Q3 | $901K | Sell |
|
|||||
|
2024
Q2 | $850K | Hold |
|
|||||
|
2024
Q1 | $767K | Sell |
|
|||||
|
2023
Q4 | $748K | Sell |
|
|||||
|
2023
Q3 | $740K | Sell |
|
|||||
|
2023
Q2 | $983K | Buy |
|
|||||
|
2023
Q1 | $1.02M | Buy |
|
|||||
|
2022
Q4 | $1.11M | Sell |
|
|||||
|
2022
Q3 | $1.06M | Buy |
|
|||||
|
2022
Q2 | $1.04M | Sell |
|
|||||
|
2022
Q1 | $1.27M | Hold |
|
|||||
|
2021
Q4 | $1.27M | Sell |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $1.05M | Buy |
|
|||||
|
2021
Q1 | $1.06M | Sell |
|
|||||
|
2020
Q4 | $1.09M | Sell |
|
|||||
|
2020
Q3 | $1.03M | Buy |
|
|||||
|
2020
Q2 | $870K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $614K | Sell |
|
|||||
|
2017
Q3 | $597K | Hold |
|
|||||
|
2017
Q2 | $571K | Buy |
|
|||||
|
2017
Q1 | $472K | Hold |
|
|||||
|
2016
Q4 | $439K | Sell |
|
|||||
|
2016
Q3 | $468K | Sell |
|
|||||
|
2016
Q2 | $506K | Hold |
|
|||||
|
2016
Q1 | $459K | Hold |
|
|||||
|
2015
Q4 | $403K | Hold |
|
|||||
|
2015
Q3 | $378K | Sell |
|
|||||
|
2015
Q2 | $405K | Buy |
|
|||||
|
2015
Q1 | $420K | Sell |
|
|||||
|
2014
Q4 | $448K | Hold |
|
|||||
|
2014
Q3 | $395K | Buy |
|