Mount Yale Investment Advisors’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 | $3.99M | Sell |
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|
2025
Q1 | $4.63M | Sell |
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|
2024
Q4 | $5.11M | Buy |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $9.02M | Buy |
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|
2023
Q4 | $8.38M | Buy |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $989K | Buy |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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