Mountain Capital 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
$221K Buy
2025
Q1
Sell
2024
Q4
$213K Buy
2020
Q3
Sell
2020
Q2
$2.18M Buy
2020
Q1
$357K Buy
2017
Q4
Sell
2017
Q3
$33K Sell
2017
Q2
$34K Buy