Optimum 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
Q3 | $211K | Hold |
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|
2025
Q2 | $194K | Buy |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $172K | Hold |
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $153K | Hold |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $636K | Hold |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $589K | Hold |
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|
2022
Q1 | $644K | Hold |
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|
2021
Q4 | $710K | Hold |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $703K | Hold |
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|
2021
Q1 | $726K | Hold |
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|
2020
Q4 | $741K | Sell |
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|
2020
Q3 | $669K | Buy |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $526K | Buy |
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|
2019
Q4 | $505K | Hold |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $198K | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q2 | $190K | Hold |
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|
2018
Q1 | $186K | Buy |
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|
2015
Q1 | $133K | Sell |
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|
2014
Q4 | $136K | Buy |
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|
2014
Q3 | $125K | Sell |
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|
2014
Q2 | $182K | Buy |
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|
2014
Q1 | $74K | Hold |
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|
2013
Q4 | $67K | Hold |
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|
2013
Q3 | $62K | Buy |
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