Moisand Fitzgerald Tamayo’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 | $328K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $340K | Hold |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $579K | Sell |
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|
2023
Q2 | $751K | Hold |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $64K | Sell |
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|
2021
Q4 | $939K | Buy |
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|
2021
Q3 | $789K | Hold |
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|
2021
Q2 | $737K | Hold |
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|
2021
Q1 | $760K | Sell |
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|
2020
Q4 | $779K | Sell |
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|
2020
Q3 | $707K | Hold |
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|
2020
Q2 | $611K | Sell |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $628K | Hold |
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|
2019
Q3 | $604K | Sell |
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|
2019
Q2 | $558K | Hold |
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|
2019
Q1 | $527K | Sell |
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|
2018
Q4 | $477K | Hold |
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|
2018
Q3 | $460K | Sell |
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|
2018
Q2 | $488K | Hold |
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|
2018
Q1 | $477K | Sell |
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|
2017
Q4 | $463K | Sell |
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|
2017
Q3 | $481K | Buy |
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|
2017
Q2 | $453K | Hold |
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|
2017
Q1 | $415K | Sell |
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|
2016
Q4 | $407K | Sell |
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|
2016
Q3 | $484K | Sell |
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|
2016
Q2 | $520K | Sell |
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|
2016
Q1 | $482K | Hold |
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|
2015
Q4 | $423K | Buy |
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