Marshall & Sullivan’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
Q3 | $287K | Hold |
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2025
Q2 | $264K | Hold |
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2025
Q1 | $270K | Hold |
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2024
Q4 | $273K | Sell |
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2024
Q3 | $332K | Hold |
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2024
Q2 | $278K | Hold |
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2024
Q1 | $251K | Hold |
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2023
Q4 | $239K | Hold |
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2023
Q3 | $225K | Hold |
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2023
Q2 | $292K | Hold |
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2023
Q1 | $303K | Hold |
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2022
Q4 | $329K | Hold |
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2022
Q3 | $308K | Hold |
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2022
Q2 | $304K | Hold |
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2022
Q1 | $333K | Hold |
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2021
Q4 | $367K | Hold |
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2021
Q3 | $308K | Hold |
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2021
Q2 | $288K | Hold |
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2021
Q1 | $297K | Buy |
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2020
Q4 | $3.93K | Sell |
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2020
Q3 | $273K | Sell |
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2020
Q2 | $239K | Hold |
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2020
Q1 | $239K | Hold |
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2019
Q4 | $240K | Sell |
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2019
Q3 | $233K | Hold |
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2019
Q2 | $205K | Buy |
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2018
Q3 | – | Sell |
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2018
Q2 | $167K | Buy |
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