John G. Ullman & Associates’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 | $1.87M | Hold |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.91M | Hold |
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|
2024
Q3 | $2.25M | Hold |
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|
2024
Q2 | $1.89M | Hold |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $2.87M | Sell |
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|
2019
Q3 | $3.29M | Sell |
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|
2019
Q2 | $3.69M | Sell |
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|
2019
Q1 | $3.78M | Sell |
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|
2018
Q4 | $3.44M | Sell |
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|
2018
Q3 | $6.88M | Sell |
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|
2018
Q2 | $6.95M | Sell |
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|
2018
Q1 | $6.85M | Sell |
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|
2017
Q4 | $6.65M | Sell |
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|
2017
Q3 | $6.26M | Sell |
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|
2017
Q2 | $6.03M | Sell |
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|
2017
Q1 | $5.59M | Sell |
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|
2016
Q4 | $5.25M | Sell |
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|
2016
Q3 | $5.47M | Sell |
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|
2016
Q2 | $6.09M | Sell |
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|
2016
Q1 | $5.6M | Sell |
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|
2015
Q4 | $5.06M | Sell |
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|
2015
Q3 | $4.86M | Sell |
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|
2015
Q2 | $5.29M | Sell |
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|
2015
Q1 | $5.83M | Sell |
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|
2014
Q4 | $6.18M | Sell |
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|
2014
Q3 | $5.47M | Sell |
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|
2014
Q2 | $6.14M | Sell |
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|
2014
Q1 | $5.88M | Sell |
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|
2013
Q4 | $5.41M | Sell |
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|
2013
Q3 | $5.2M | Sell |
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|
2013
Q2 | $5.39M | Buy |
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