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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $452K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $806K | Buy |
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|
2022
Q4 | $788K | Hold |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $232K | Buy |
|