Karpas Strategies’s NextEra Energy NEE Stock Holding History

Karpas Strategies’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.46M	Buy
2024 Q1	$1.32M	Buy
2023 Q4	$1.25M	Buy
2023 Q3	$1.18M	Sell
2023 Q2	$1.54M	Sell
2023 Q1	$1.63M	Buy
2022 Q4	$1.77M	Buy
2022 Q3	$1.65M	Buy
2022 Q2	$1.63M	Buy
2022 Q1	$1.78M	Buy
2021 Q4	$1.96M	Buy
2021 Q3	$1.74M	Hold
2021 Q2	$1.49M	Hold
2021 Q1	$1.54M	Sell
2020 Q4	$1.62M	Hold
2020 Q3	$1.45M	Hold
2020 Q2	$1.26M	Hold
2020 Q1	$1.26M	Hold
2019 Q4	$1.27M	Hold
2019 Q3	$1.22M	Buy
2019 Q2	$950K	Hold
2019 Q1	$897K	Buy
2018 Q4	$797K	Hold
2018 Q3	$769K	Hold
2018 Q2	$766K	Hold
2018 Q1	$749K	Hold
2017 Q4	$717K	Hold
2017 Q3	$672K	Hold
2017 Q2	$643K	Hold
2017 Q1	$589K	Hold
2016 Q4	$548K	Buy
2016 Q3	$512K	Hold
2016 Q2	$545K	Hold
2016 Q1	$495K	Hold
2015 Q4	$434K	Hold
2015 Q3	$408K	Hold
2015 Q2	$410K	Hold
2015 Q1	$435K	Hold
2014 Q4	$445K	Hold
2014 Q3	$393K	Hold
2014 Q2	$429K	Hold
2014 Q1	$400K	Hold
2013 Q4	$358K	Hold
2013 Q3	$335K	Hold
2013 Q2	$341K	Buy