Gradient Investments’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
Q3 | $33.4M | Buy |
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|
2025
Q2 | $29.5M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $26.5M | Buy |
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|
2024
Q3 | $29M | Sell |
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|
2024
Q2 | $30.6M | Sell |
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|
2024
Q1 | $29.8M | Buy |
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|
2023
Q4 | $24.6M | Buy |
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|
2023
Q3 | $21.9M | Buy |
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|
2023
Q2 | $27.4M | Buy |
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|
2023
Q1 | $26.6M | Buy |
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|
2022
Q4 | $8M | Sell |
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|
2022
Q3 | $22.2M | Buy |
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|
2022
Q2 | $21.9M | Sell |
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|
2022
Q1 | $29.3M | Sell |
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|
2021
Q4 | $32.7M | Buy |
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|
2021
Q3 | $27M | Buy |
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|
2021
Q2 | $9.19M | Buy |
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|
2021
Q1 | $7.42M | Buy |
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|
2020
Q4 | $4.54M | Sell |
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|
2020
Q3 | $4.57M | Buy |
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|
2020
Q2 | $3.42M | Buy |
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|
2020
Q1 | $3.02M | Buy |
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|
2019
Q4 | $2.82M | Buy |
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|
2019
Q3 | $2.62M | Buy |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $704K | Buy |
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|
2018
Q3 | $671K | Hold |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $694K | Sell |
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|
2017
Q4 | $679K | Sell |
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|
2017
Q3 | $644K | Buy |
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|
2017
Q2 | $604K | Buy |
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|
2017
Q1 | $553K | Buy |
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|
2016
Q4 | $396K | Sell |
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|
2016
Q3 | $419K | Buy |
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|
2016
Q2 | $385K | Buy |
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|
2016
Q1 | $57K | Sell |
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|
2015
Q4 | $64K | Buy |
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|
2015
Q3 | $57K | Hold |
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|
2015
Q2 | $57K | Sell |
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|
2015
Q1 | $65K | Sell |
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|
2014
Q4 | $77K | Buy |
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|
2014
Q3 | $40K | Hold |
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|
2014
Q2 | $43K | Buy |
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|
2014
Q1 | $4K | Sell |
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|
2013
Q4 | $20K | Buy |
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