Hummer Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Sell |
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|
2025
Q2 | $375K | Hold |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $485K | Sell |
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|
2021
Q3 | $428K | Sell |
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|
2021
Q2 | $429K | Hold |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $513K | Buy |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $339K | Buy |
|