Jones Financial Companies’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 | $55.9M | Buy |
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|
2025
Q1 | $47.7M | Buy |
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|
2024
Q4 | $37.1M | Buy |
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|
2024
Q3 | $31.4M | Buy |
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|
2024
Q2 | $18M | Buy |
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|
2024
Q1 | $8.8M | Buy |
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|
2023
Q4 | $7.52M | Buy |
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|
2023
Q3 | $7.02M | Sell |
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|
2023
Q2 | $9.16M | Sell |
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|
2023
Q1 | $9.86M | Buy |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $9.95M | Sell |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $12.4M | Sell |
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|
2021
Q3 | $10.6M | Sell |
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|
2021
Q2 | $10M | Sell |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $9.28M | Buy |
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|
2020
Q2 | $7.98M | Sell |
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|
2020
Q1 | $8.02M | Buy |
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|
2019
Q4 | $7.66M | Buy |
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|
2019
Q3 | $6.52M | Sell |
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|
2019
Q2 | $5.8M | Buy |
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|
2019
Q1 | $5.42M | Buy |
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|
2018
Q4 | $4.58M | Sell |
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|
2018
Q3 | $4.47M | Buy |
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|
2018
Q2 | $4.29M | Buy |
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|
2018
Q1 | $3.91M | Buy |
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|
2017
Q4 | $3.08M | Buy |
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|
2017
Q3 | $2.87M | Buy |
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|
2017
Q2 | $2.42M | Buy |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.32M | Buy |
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|
2016
Q3 | $997K | Sell |
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|
2016
Q2 | $1.11M | Sell |
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|
2016
Q1 | $1.26M | Sell |
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|
2015
Q4 | $1.58M | Sell |
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|
2015
Q3 | $1.59M | Sell |
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|
2015
Q2 | $1.81M | Sell |
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|
2015
Q1 | $1.95M | Sell |
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|
2014
Q4 | $2.33M | Sell |
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|
2014
Q3 | $2.18M | Sell |
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|
2014
Q2 | $2.5M | Sell |
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|
2014
Q1 | $2.7M | Sell |
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|
2013
Q4 | $2.93M | Sell |
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|
2013
Q3 | $2.86M | Sell |
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|
2013
Q2 | $3.16M | Buy |
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