Peak Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $399K | Buy |
4,300
+16
| +0.4% | +$1.42K | 0.07% | 109 |
|
|
2025
Q4 | $344K | Hold |
4,284
| – | – | 0.06% | 118 |
|
|
2025
Q3 | $323K | Hold |
4,284
| – | – | 0.06% | 119 |
|
|
2025
Q2 | $297K | Sell |
4,284
-138
| -3% | -$9.59K | 0.05% | 114 |
|
|
2025
Q1 | $313K | Sell |
4,422
-925
| -17% | -$65.3K | 0.06% | 113 |
|
|
2024
Q4 | $383K | Hold |
5,347
| – | – | 0.07% | 111 |
|
|
2024
Q3 | $452K | Hold |
5,347
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $379K | Hold |
5,347
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $342K | Hold |
5,347
| – | – | 0.07% | 115 |
|
|
2023
Q4 | $325K | Sell |
5,347
-628
| -11% | -$35.8K | 0.07% | 113 |
|
|
2023
Q3 | $342K | Sell |
5,975
-5,000
| -46% | -$346K | 0.08% | 104 |
|
|
2023
Q2 | $814K | Buy |
10,975
+520
| +5% | +$39.4K | 0.19% | 80 |
|
|
2023
Q1 | $806K | Buy |
10,455
+1,033
| +11% | +$79.4K | 0.2% | 80 |
|
|
2022
Q4 | $788K | Hold |
9,422
| – | – | 0.21% | 74 |
|
|
2022
Q3 | $739K | Buy |
9,422
+138
| +1% | +$11.7K | 0.21% | 74 |
|
|
2022
Q2 | $719K | Buy |
9,284
+5,000
| +117% | +$381K | 0.2% | 78 |
|
|
2022
Q1 | $363K | Hold |
4,284
| – | – | 0.08% | 99 |
|
|
2021
Q4 | $400K | Hold |
4,284
| – | – | 0.09% | 99 |
|
|
2021
Q3 | $336K | Hold |
4,284
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $314K | Hold |
4,284
| – | – | 0.08% | 114 |
|
|
2021
Q1 | $324K | Hold |
4,284
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $331K | Hold |
4,284
| – | – | 0.09% | 109 |
|
|
2020
Q3 | $297K | Hold |
4,284
| – | – | 0.09% | 103 |
|
|
2020
Q2 | $257K | Hold |
4,284
| – | – | 0.08% | 104 |
|
|
2020
Q1 | $258K | Hold |
4,284
| – | – | 0.1% | 90 |
|
|
2019
Q4 | $259K | Hold |
4,284
| – | – | 0.08% | 109 |
|
|
2019
Q3 | $250K | Hold |
4,284
| – | – | 0.08% | 107 |
|
|
2019
Q2 | $219K | Hold |
4,284
| – | – | 0.07% | 118 |
|
|
2019
Q1 | $207K | Buy |
+4,284
| New | +$196K | 0.07% | 122 |
|
|
2018
Q1 | – | Sell |
-5,300
| Closed | -$207K | – | 133 |
|
|
2017
Q4 | $207K | Buy |
+5,300
| New | +$205K | 0.08% | 120 |
|
|
2015
Q4 | – | Sell |
-9,504
| Closed | -$232K | – | 126 |
|
|
2015
Q3 | $232K | Buy |
+9,504
| New | +$242K | 0.12% | 104 |
|
Other funds holding NEE
VCM
VPM
