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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $263K | Sell |
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|
2025
Q3 | $247K | Buy |
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|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $357K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $33K | Sell |
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|
2017
Q2 | $34K | Buy |
|