Fortis 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 | $459K | Sell |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $425K | Buy |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $242K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $103K | Hold |
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|
2019
Q4 | $103K | Hold |
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|
2019
Q3 | $99K | Buy |
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|
2019
Q2 | $87K | Hold |
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|
2019
Q1 | $82K | Buy |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $48K | Buy |
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|
2018
Q1 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $239K | Buy |
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