J. Safra Asset Management’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 | $158K | Sell |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $174K | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $30K | Hold |
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|
2016
Q2 | $32K | Buy |
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