Mogy Joel R Investment Counsel’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 | $2.25M | Hold |
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|
2025
Q2 | $2.07M | Hold |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.8M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $6.29M | Buy |
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|
2023
Q1 | $6.45M | Buy |
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|
2022
Q4 | $6.93M | Buy |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $6.24M | Buy |
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|
2022
Q1 | $6.66M | Buy |
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|
2021
Q4 | $7.3M | Buy |
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|
2021
Q3 | $5.94M | Buy |
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|
2021
Q2 | $5.24M | Buy |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $4.06M | Hold |
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|
2020
Q3 | $3.65M | Sell |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $3.37M | Sell |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.34M | Sell |
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|
2019
Q2 | $2.96M | Hold |
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|
2019
Q1 | $2.79M | Hold |
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|
2018
Q4 | $2.51M | Sell |
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|
2018
Q3 | $2.6M | Sell |
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|
2018
Q2 | $2.63M | Sell |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $2.54M | Sell |
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|
2017
Q3 | $2.4M | Hold |
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|
2017
Q2 | $2.29M | Hold |
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|
2017
Q1 | $2.1M | Sell |
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|
2016
Q4 | $2.01M | Sell |
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|
2016
Q3 | $2.07M | Sell |
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|
2016
Q2 | $2.3M | Hold |
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|
2016
Q1 | $2.08M | Buy |
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|
2015
Q4 | $1.86K | Sell |
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|
2015
Q3 | $1.75M | Hold |
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|
2015
Q2 | $1.76M | Hold |
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|
2015
Q1 | $1.86M | Sell |
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|
2014
Q4 | $1.94M | Sell |
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|
2014
Q3 | $1.72M | Hold |
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|
2014
Q2 | $1.88M | Sell |
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|
2014
Q1 | $1.75M | Sell |
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|
2013
Q4 | $1.57M | Sell |
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|
2013
Q3 | $1.5M | Sell |
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|
2013
Q2 | $1.57M | Buy |
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