Joel Isaacson & Co’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 | $2.63M | Buy |
|
|||||
|
2025
Q1 | $2.45M | Buy |
|
|||||
|
2024
Q4 | $2.25M | Buy |
|
|||||
|
2024
Q3 | $2.44M | Sell |
|
|||||
|
2024
Q2 | $2.08M | Buy |
|
|||||
|
2024
Q1 | $1.86M | Buy |
|
|||||
|
2023
Q4 | $1.54M | Sell |
|
|||||
|
2023
Q3 | $1.49M | Buy |
|
|||||
|
2023
Q2 | $1.89M | Buy |
|
|||||
|
2023
Q1 | $1.96M | Buy |
|
|||||
|
2022
Q4 | $2.08M | Buy |
|
|||||
|
2022
Q3 | $1.94M | Buy |
|
|||||
|
2022
Q2 | $1.83M | Buy |
|
|||||
|
2022
Q1 | $1.93M | Sell |
|
|||||
|
2021
Q4 | $2.21M | Buy |
|
|||||
|
2021
Q3 | $1.8M | Hold |
|
|||||
|
2021
Q2 | $1.68M | Hold |
|
|||||
|
2021
Q1 | $1.73M | Sell |
|
|||||
|
2020
Q4 | $1.78M | Sell |
|
|||||
|
2020
Q3 | $1.61M | Hold |
|
|||||
|
2020
Q2 | $1.39M | Sell |
|
|||||
|
2020
Q1 | $1.43M | Sell |
|
|||||
|
2019
Q4 | $1.52M | Hold |
|
|||||
|
2019
Q3 | $1.46M | Sell |
|
|||||
|
2019
Q2 | $1.41M | Sell |
|
|||||
|
2019
Q1 | $2.25M | Sell |
|
|||||
|
2018
Q4 | $2.22M | Buy |
|
|||||
|
2018
Q3 | $953K | Hold |
|
|||||
|
2018
Q2 | $950K | Hold |
|
|||||
|
2018
Q1 | $929K | Hold |
|
|||||
|
2017
Q4 | $888K | Sell |
|
|||||
|
2017
Q3 | $841K | Sell |
|
|||||
|
2017
Q2 | $828K | Buy |
|
|||||
|
2017
Q1 | $758K | Buy |
|
|||||
|
2016
Q4 | $705K | Buy |
|
|||||
|
2016
Q3 | $722K | Buy |
|
|||||
|
2016
Q2 | $762K | Buy |
|
|||||
|
2016
Q1 | $691K | Buy |
|
|||||
|
2015
Q4 | $602K | Sell |
|
|||||
|
2015
Q3 | $642K | Buy |
|
|||||
|
2015
Q2 | $645K | Buy |
|
|||||
|
2015
Q1 | $654K | Buy |
|
|||||
|
2014
Q4 | $617K | Buy |
|
|||||
|
2014
Q3 | $421K | Buy |
|
|||||
|
2014
Q2 | $452K | Buy |
|
|||||
|
2014
Q1 | $421K | Sell |
|
|||||
|
2013
Q4 | $489K | Buy |
|
|||||
|
2013
Q3 | $353K | Buy |
|
|||||
|
2013
Q2 | $278K | Buy |
|