Isthmus Partners’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 | $449K | Sell |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $676K | Hold |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $626K | Hold |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $764K | Sell |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.16M | Hold |
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|
2020
Q3 | $1.04M | Hold |
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|
2020
Q2 | $900K | Sell |
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|
2020
Q1 | $914K | Sell |
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|
2019
Q4 | $944K | Sell |
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|
2019
Q3 | $989K | Hold |
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|
2019
Q2 | $869K | Hold |
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|
2019
Q1 | $820K | Sell |
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|
2018
Q4 | $775K | Buy |
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|
2018
Q3 | $664K | Buy |
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|
2018
Q2 | $593K | Hold |
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|
2018
Q1 | $580K | Hold |
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|
2017
Q4 | $554K | Sell |
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|
2017
Q3 | $527K | Hold |
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|
2017
Q2 | $504K | Hold |
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|
2017
Q1 | $462K | Sell |
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|
2016
Q4 | $490K | Hold |
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|
2016
Q3 | $504K | Sell |
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|
2016
Q2 | $548K | Sell |
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|
2016
Q1 | $627K | Hold |
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|
2015
Q4 | $551K | Hold |
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|
2015
Q3 | $517K | Hold |
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|
2015
Q2 | $519K | Hold |
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|
2015
Q1 | $551K | Hold |
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|
2014
Q4 | $563K | Buy |
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