Kozak & 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 | $405K | Sell |
|
|||||
|
2025
Q1 | $376K | Buy |
|
|||||
|
2024
Q4 | $382K | Buy |
|
|||||
|
2024
Q3 | $436K | Sell |
|
|||||
|
2024
Q2 | $372K | Buy |
|
|||||
|
2024
Q1 | $393K | Sell |
|
|||||
|
2023
Q4 | $312K | Sell |
|
|||||
|
2023
Q3 | $260K | Buy |
|
|||||
|
2023
Q2 | $379K | Sell |
|
|||||
|
2023
Q1 | $506K | Sell |
|
|||||
|
2022
Q4 | $556K | Buy |
|
|||||
|
2022
Q3 | $504K | Buy |
|
|||||
|
2022
Q2 | $511K | Buy |
|
|||||
|
2022
Q1 | $525K | Hold |
|
|||||
|
2021
Q4 | $525K | Buy |
|
|||||
|
2021
Q3 | $560K | Buy |
|
|||||
|
2020
Q4 | $485K | Buy |
|