Oak Harvest Investment Services’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 | $289K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.4M | Buy |
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|
2024
Q3 | $6.09M | Buy |
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|
2024
Q2 | $4.81M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $3.88M | Buy |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $228K | Buy |
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