PDS Planning’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 | $1.59M | Sell |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $909K | Sell |
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|
2024
Q1 | $844K | Buy |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $716K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $990K | Buy |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $794K | Sell |
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|
2022
Q2 | $796K | Buy |
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|
2022
Q1 | $785K | Sell |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $855K | Buy |
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|
2021
Q2 | $720K | Sell |
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|
2021
Q1 | $874K | Buy |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $726K | Sell |
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|
2020
Q2 | $724K | Buy |
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|
2020
Q1 | $711K | Buy |
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|
2019
Q4 | $700K | Sell |
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|
2019
Q3 | $740K | Buy |
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|
2019
Q2 | $647K | Buy |
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|
2019
Q1 | $598K | Sell |
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|
2018
Q4 | $562K | Sell |
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|
2018
Q3 | $553K | Buy |
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|
2018
Q2 | $535K | Hold |
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|
2018
Q1 | $523K | Sell |
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|
2017
Q4 | $552K | Buy |
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