J.W. Coons 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 | $2.96M | Sell |
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|
2025
Q1 | $3.05M | Buy |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.6M | Hold |
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|
2024
Q2 | $3.02M | Hold |
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|
2024
Q1 | $2.72M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $3.41M | Hold |
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|
2023
Q1 | $3.54M | Sell |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $2.85M | Hold |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.53M | Sell |
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|
2021
Q2 | $3.24M | Sell |
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|
2021
Q1 | $3.42M | Hold |
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|
2020
Q4 | $3.49M | Sell |
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|
2020
Q3 | $3.14M | Hold |
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|
2020
Q2 | $2.72M | Buy |
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|
2020
Q1 | $2.63M | Buy |
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