Neumann Capital Management’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 | $463K | Hold |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $263K | Hold |
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|
2016
Q3 | $269K | Hold |
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|
2016
Q2 | $287K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $216K | Hold |
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|
2015
Q1 | $229K | Hold |
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|
2014
Q4 | $234K | Buy |
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